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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 51,660 | 955,611 | SH | DFND | 1 | 955,611 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 114,867 | 5,151,000 | SH | DFND | 1 | 5,151,000 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 36,006 | 192,743 | SH | DFND | 1 | 192,743 | 0 | 0 | |
| BANKRATE INC DEL | COM | 06647F102 | 61,732 | 3,519,511 | SH | DFND | 1 | 3,519,511 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 28,747 | 2,807,341 | SH | DFND | 1 | 2,807,341 | 0 | 0 | |
| CHANNELADVISOR CORP | COM | 159179100 | 22,064 | 837,036 | SH | DFND | 1 | 837,036 | 0 | 0 | |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 73,150 | 2,117,207 | SH | DFND | 1 | 2,117,207 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 82,209 | 1,221,712 | SH | DFND | 1 | 1,221,712 | 0 | 0 | |
| INTERNATIONAL GAME TECHNOLOG | COM | 459902102 | 20,148 | 1,266,397 | SH | DFND | 1 | 1,266,397 | 0 | 0 | |
| LINKEDIN CORP | COM CL A | 53578A108 | 21,091 | 123,000 | SH | DFND | 1 | 123,000 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 103,451 | 2,896,980 | SH | DFND | 1 | 2,896,980 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 98,402 | 1,031,471 | SH | DFND | 1 | 1,031,471 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 123,292 | 1,406,479 | SH | DFND | 1 | 1,406,479 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 60,803 | 138,000 | SH | DFND | 1 | 138,000 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 114,185 | 1,240,607 | SH | DFND | 1 | 1,240,607 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 50,690 | 495,506 | SH | DFND | 1 | 495,506 | 0 | 0 | |
| SIRIUS XM HLDGS INC | COM | 82968B103 | 63,320 | 18,300,438 | SH | DFND | 1 | 18,300,438 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 96,787 | 1,356,895 | SH | DFND | 1 | 1,356,895 | 0 | 0 | |
| TIME INC NEW | COM | 887228104 | 35,585 | 1,469,243 | SH | DFND | 1 | 1,469,243 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 103,110 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 86,369 | 794,858 | SH | DFND | 1 | 794,858 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 60,717 | 1,481,993 | SH | DFND | 1 | 1,481,993 | 0 | 0 | |
| VODAFONE GROUP PLC NEW | SPNSR ADR NO PAR | 92857W308 | 30,446 | 911,819 | SH | DFND | 1 | 911,819 | 0 | 0 | |
| WEBMD HEALTH CORP | COM | 94770V102 | 120,054 | 2,485,597 | SH | DFND | 1 | 2,485,597 | 0 | 0 | |
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 1,796 | 21,820 | SH | DFND | 1 | 21,820 | 0 | 0 | |