The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AMAZON COM INC | COM | 023135106 | 53,630 | 104,768 | SH | SOLE | 104,768 | 0 | 0 | ||
| ARRIS GROUP INC NEW | COM | 04270V106 | 33,194 | 1,278,148 | SH | SOLE | 1,278,148 | 0 | 0 | ||
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 307,734 | 9,477,488 | SH | SOLE | 9,477,488 | 0 | 0 | ||
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 24,353 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 51,369 | 2,484,005 | SH | SOLE | 2,484,005 | 0 | 0 | ||
| CAVIUM INC | COM | 14964U108 | 27,467 | 447,564 | SH | SOLE | 447,564 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 118,875 | 676,000 | SH | SOLE | 676,000 | 0 | 0 | ||
| CHEETAH MOBILE INC | ADR | 163075104 | 5,784 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
| CRITEO S A | SPONS ADS | 226718104 | 62,664 | 1,669,261 | SH | SOLE | 1,669,261 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 64,052 | 1,013,794 | SH | SOLE | 1,013,794 | 0 | 0 | ||
| ENDURANCE INTL GROUP HLDGS I | COM | 29272B105 | 20,175 | 1,510,075 | SH | SOLE | 1,510,075 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 44,900 | 2,938,454 | SH | SOLE | 2,938,454 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 32,493 | 1,334,979 | SH | SOLE | 1,334,979 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 46,328 | 2,368,492 | SH | SOLE | 2,368,492 | 0 | 0 | ||
| INFOBLOX INC | COM | 45672H104 | 8,234 | 515,274 | SH | SOLE | 515,274 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 93,620 | 3,592,468 | SH | SOLE | 3,592,468 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 9,461 | 1,045,446 | SH | SOLE | 1,045,446 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 35,526 | 802,659 | SH | SOLE | 802,659 | 0 | 0 | ||
| MINDBODY INC | COM CL A | 60255W105 | 10,941 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 18,787 | 1,502,996 | SH | SOLE | 1,502,996 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 43,115 | 4,586,709 | SH | SOLE | 4,586,709 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 28,438 | 1,332,600 | SH | SOLE | 1,332,600 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 37,273 | 617,914 | SH | SOLE | 617,914 | 0 | 0 | ||
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 54,712 | 1,501,007 | SH | SOLE | 1,501,007 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 54,598 | 1,815,692 | SH | SOLE | 1,815,692 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 74,190 | 2,319,885 | SH | SOLE | 2,319,885 | 0 | 0 | ||
| STARZ | COM SER A | 85571Q102 | 30,722 | 822,754 | SH | SOLE | 822,754 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 38,794 | 486,256 | SH | SOLE | 486,256 | 0 | 0 | ||
| VIMPELCOM LTD | SPONSORED ADR | 92719A106 | 30,720 | 7,465,346 | SH | SOLE | 7,465,346 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 62,815 | 820,569 | SH | SOLE | 820,569 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 80,067 | 4,062,261 | SH | SOLE | 4,062,261 | 0 | 0 | ||