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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 71,966 | 1,859,094 | SH | SOLE | 1,859,094 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 122,148 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 110,226 | 163,083 | SH | SOLE | 163,083 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 115,500 | 1,100,000 | SH | Put | SOLE | 1,100,000 | 0 | 0 | |
| ARRIS GROUP INC NEW | COM | 04270V106 | 65,394 | 2,139,148 | SH | SOLE | 2,139,148 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 130,613 | 899,847 | SH | SOLE | 899,847 | 0 | 0 | ||
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 364,601 | 11,429,488 | SH | SOLE | 11,429,488 | 0 | 0 | ||
| CASEYS GEN STORES INC | COM | 147528103 | 40,447 | 335,799 | SH | SOLE | 335,799 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 49,564 | 1,251,614 | SH | SOLE | 1,251,614 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 9,618 | 207,592 | SH | SOLE | 207,592 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 59,999 | 1,697,297 | SH | SOLE | 1,697,297 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 65,187 | 215,565 | SH | SOLE | 215,565 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 62,227 | 3,434,166 | SH | SOLE | 3,434,166 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 74,837 | 2,319,443 | SH | SOLE | 2,319,443 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 87,290 | 1,605,785 | SH | SOLE | 1,605,785 | 0 | 0 | ||
| MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 76,000 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| MCDONALDS CORP | COM | 580135101 | 103,254 | 874,000 | SH | SOLE | 874,000 | 0 | 0 | ||
| MINDBODY INC | COM CL A | 60255W105 | 10,591 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 61,868 | 351,242 | SH | SOLE | 351,242 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 53,491 | 822,813 | SH | SOLE | 822,813 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 119,684 | 2,269,318 | SH | SOLE | 2,269,318 | 0 | 0 | ||
| ROVI CORP | COM | 779376102 | 4,865 | 292,037 | SH | SOLE | 292,037 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 41,960 | 484,746 | SH | SOLE | 484,746 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 37,970 | 645,637 | SH | SOLE | 645,637 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 63,992 | 679,176 | SH | SOLE | 679,176 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 90,047 | 2,187,735 | SH | SOLE | 2,187,735 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 73,940 | 4,842,157 | SH | SOLE | 4,842,157 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 111,631 | 4,222,050 | SH | SOLE | 4,222,050 | 0 | 0 | ||