The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ASML HOLDING N V N Y REGISTRY SHS N07059210 17,528 221,590 SH   SOLE 221,590 0 0
CBS CORP NEW CL B 124857202 8,240 168,620 SH   SOLE 168,620 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 23,422 769,436 SH   SOLE 769,436 0 0
COMMVAULT SYSTEMS INC COM 204166102 5,080 66,939 SH   SOLE 66,939 0 0
CREE INC COM 225447101 4,497 70,418 SH   SOLE 70,418 0 0
EBAY INC COM 278642103 7,885 152,465 SH   SOLE 152,465 0 0
E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 10,581 1,524,699 SH   SOLE 1,524,699 0 0
EPAM SYS INC COM 29414B104 2,296 84,486 SH   SOLE 84,486 0 0
GIANT INTERACTIVE GROUP INC ADR 374511103 13,702 1,710,647 SH   SOLE 1,710,647 0 0
GOOGLE INC CL A 38259P508 31,365 35,627 SH   SOLE 35,627 0 0
LINKEDIN CORP COM CL A 53578A108 30,506 171,091 SH   SOLE 171,091 0 0
MASTERCARD INC CL A 57636Q104 8,024 13,967 SH   SOLE 13,967 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 21,445 276,883 SH   SOLE 276,883 0 0
MELCO CROWN ENTMT LTD ADR 585464100 20,851 932,506 SH   SOLE 932,506 0 0
MERCADOLIBRE INC COM 58733R102 11,626 107,884 SH   SOLE 107,884 0 0
MICRON TECHNOLOGY INC COM 595112103 9,556 666,880 SH   SOLE 666,880 0 0
NETFLIX INC COM 64110L106 12,791 60,595 SH   SOLE 60,595 0 0
PANDORA MEDIA INC COM 698354107 20,282 1,102,267 SH   SOLE 1,102,267 0 0
PRICELINE COM INC COM NEW 741503403 26,014 31,451 SH   SOLE 31,451 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 38,412 831,979 SH   SOLE 831,979 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 18,892 260,036 SH   SOLE 260,036 0 0
SPLUNK INC COM 848637104 10,311 222,414 SH   SOLE 222,414 0 0
STARWOOD HOTELS&RESORTS WRLD PUT 85590A951 1,005 380,000 SH   SOLE 380,000 0 0
TABLEAU SOFTWARE INC CL A 87336u105 28 499 SH   SOLE 499 0 0
TIME WARNER INC COM NEW 887317303 16,164 279,549 SH   SOLE 279,549 0 0
TRIPADVISOR INC COM 896945201 22,158 364,029 SH   SOLE 364,029 0 0
WORKDAY INC CL A 98138H101 19,302 301,177 SH   SOLE 301,177 0 0
YAHOO INC COM 984332106 32,061 1,276,803 SH   SOLE 1,276,803 0 0