The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 36,866,531 | 414,930 | SH | SOLE | 0 | 414,930 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 40,964,144 | 406,592 | SH | SOLE | 0 | 406,592 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 40,750,306 | 186,731 | SH | SOLE | 0 | 186,731 | 0 | 0 | |
| E M C CORP MASS | CALL | 268648902 | 3,218,600 | 1,100,000 | SH | Call | SOLE | 0 | 1,100,000 | 0 | 0 |
| GOOGLE INC | CL A | 38259P508 | 25,727,639 | 43,724 | SH | SOLE | 0 | 43,724 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 30,992,685 | 53,680 | SH | SOLE | 0 | 53,680 | 0 | 0 | |
| IMPERVA INC | COM | 45321L100 | 32,246,265 | 1,122,390 | SH | SOLE | 0 | 1,122,390 | 0 | 0 | |
| INFINERA CORPORATION | COM | 45667G103 | 20,553,888 | 1,926,325 | SH | SOLE | 0 | 1,926,325 | 0 | 0 | |
| INTERNATIONAL BUSINESS MACHS | PUT | 459200951 | 35,099,567 | 184,900 | SH | Put | SOLE | 0 | 184,900 | 0 | 0 |
| JD COM INC | SPON ADR CL A | 47215P106 | 20,422,768 | 790,967 | SH | SOLE | 0 | 790,967 | 0 | 0 | |
| LAM RESEARCH CORP | COM | 512807108 | 42,665,204 | 571,154 | SH | SOLE | 0 | 571,154 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 40,723,937 | 1,188,673 | SH | SOLE | 0 | 1,188,673 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 51,048,016 | 1,101,122 | SH | SOLE | 0 | 1,101,122 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 28,934,173 | 64,130 | SH | SOLE | 0 | 64,130 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 27,712,073 | 282,488 | SH | SOLE | 0 | 282,488 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 38,540,164 | 33,265 | SH | SOLE | 0 | 33,265 | 0 | 0 | |
| PROOFPOINT INC | COM | 743424103 | 1,671,300 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 4,875,880 | 180,321 | SH | SOLE | 0 | 180,321 | 0 | 0 | |
| RF MICRODEVICES INC | COM | 749941100 | 42,836,538 | 3,712,005 | SH | SOLE | 0 | 3,712,005 | 0 | 0 | |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 20,075,230 | 745,183 | SH | SOLE | 0 | 745,183 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 40,683,637 | 559,995 | SH | SOLE | 0 | 559,995 | 0 | 0 | |
| TEXTURA CORP | COM | 883211104 | 41,680,795 | 1,578,818 | SH | SOLE | 0 | 1,578,818 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 28,223,918 | 149,325 | SH | SOLE | 0 | 149,325 | 0 | 0 | |
| WIX COM LTD | SHS | M98068105 | 8,064,436 | 496,273 | SH | SOLE | 0 | 496,273 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 27,972,368 | 339,059 | SH | SOLE | 0 | 339,059 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 38,748,523 | 1,794,744 | SH | SOLE | 0 | 1,794,744 | 0 | 0 | |