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 | 73,759 | 3,547,816 | SH | DFND | 1 | 3,547,816 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 80,143 | 902,000 | SH | DFND | 1 | 902,000 | 0 | 0 | |
| BANKRATE INC DEL | COM | 06647F102 | 39,982 | 3,519,511 | SH | DFND | 1 | 3,519,511 | 0 | 0 | |
| BROADCOM CORP | CL A | 111320107 | 41,067 | 1,016,000 | SH | DFND | 1 | 1,016,000 | 0 | 0 | |
| CHANNELADVISOR CORP | COM | 159179100 | 13,727 | 837,036 | SH | DFND | 1 | 837,036 | 0 | 0 | |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 51,414 | 1,529,722 | SH | DFND | 1 | 1,529,722 | 0 | 0 | |
| CRITEO S A | SPONS ADS | 226718104 | 41,694 | 1,239,056 | SH | DFND | 1 | 1,239,056 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 59,311 | 918,408 | SH | DFND | 1 | 918,408 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 104,723 | 1,324,940 | SH | DFND | 1 | 1,324,940 | 0 | 0 | |
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 11,321 | 334,156 | SH | DFND | 1 | 334,156 | 0 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 12,231 | 1,205,000 | SH | DFND | 1 | 1,205,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 9,790 | 148,559 | SH | DFND | 1 | 148,559 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 33,978 | 1,315,968 | SH | DFND | 1 | 1,315,968 | 0 | 0 | |
| LINKEDIN CORP | COM CL A | 53578A108 | 79,594 | 383,050 | SH | DFND | 1 | 383,050 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 59,178 | 2,250,979 | SH | DFND | 1 | 2,250,979 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 115,801 | 1,065,817 | SH | DFND | 1 | 1,065,817 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 108,386 | 1,146,945 | SH | DFND | 1 | 1,146,945 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 93,394 | 207,000 | SH | DFND | 1 | 207,000 | 0 | 0 | |
| PETSMART INC | COM | 716768106 | 51,166 | 730,000 | SH | DFND | 1 | 730,000 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 67,203 | 996,041 | SH | DFND | 1 | 996,041 | 0 | 0 | |
| RACKSPACE HOSTING INC | COM | 750086100 | 24,890 | 764,671 | SH | DFND | 1 | 764,671 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 43,640 | 393,506 | SH | DFND | 1 | 393,506 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 92,126 | 1,268,078 | SH | DFND | 1 | 1,268,078 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 85,014 | 1,648,206 | SH | DFND | 1 | 1,648,206 | 0 | 0 | |
| VIMPELCOM LTD | SPONSORED ADR | 92719A106 | 42,917 | 5,944,161 | SH | DFND | 1 | 5,944,161 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 77,620 | 410,667 | SH | DFND | 1 | 410,667 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 21,153 | 519,089 | SH | DFND | 1 | 519,089 | 0 | 0 | |
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 49,155 | 692,623 | SH | DFND | 1 | 692,623 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 10,188 | 471,899 | SH | DFND | 1 | 471,899 | 0 | 0 | |