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 | 37,228 | 894,252 | SH | DFND | 1 | 894,252 | 0 | 0 | |
| BANKRATE INC DEL | COM | 06647F102 | 42,036 | 2,481,484 | SH | DFND | 1 | 2,481,484 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 49,358 | 6,108,713 | SH | DFND | 1 | 6,108,713 | 0 | 0 | |
| BLUCORA INC | COM | 095229100 | 6,277 | 318,786 | SH | DFND | 1 | 318,786 | 0 | 0 | |
| CHANNELADVISOR CORP | COM | 159179100 | 24,872 | 659,036 | SH | DFND | 1 | 659,036 | 0 | 0 | |
| COGENT COMM GROUP INC | COM NEW | 19239V302 | 69,196 | 1,947,543 | SH | DFND | 1 | 1,947,543 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 103,081 | 1,711,168 | SH | DFND | 1 | 1,711,168 | 0 | 0 | |
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 89,844 | 3,372,517 | SH | DFND | 1 | 3,372,517 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 46,606 | 1,205,842 | SH | DFND | 1 | 1,205,842 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 52,852 | 555,696 | SH | DFND | 1 | 555,696 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 139,556 | 1,759,411 | SH | DFND | 1 | 1,759,411 | 0 | 0 | |
| NCR CORP NEW | COM | 62886E108 | 37,509 | 1,026,238 | SH | DFND | 1 | 1,026,238 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 78,981 | 2,604,914 | SH | DFND | 1 | 2,604,914 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 88,220 | 885,916 | SH | DFND | 1 | 885,916 | 0 | 0 | |
| ROCKET FUEL INC | COM | 773111109 | 6,912 | 161,186 | SH | DFND | 1 | 161,186 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 78,817 | 866,506 | SH | DFND | 1 | 866,506 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 38,953 | 512,000 | SH | DFND | 1 | 512,000 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 7,740 | 234,338 | SH | DFND | 1 | 234,338 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 86,208 | 951,631 | SH | DFND | 1 | 951,631 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 60,467 | 405,000 | SH | DFND | 1 | 405,000 | 0 | 0 | |
| VODAFONE GROUP PLC NEW | SPNSR ADR NO PAR | 92857W308 | 37,074 | 1,007,181 | SH | DFND | 1 | 1,007,181 | 0 | 0 | |
| WEBMD HEALTH CORP | COM | 94770V102 | 102,904 | 2,485,597 | SH | DFND | 1 | 2,485,597 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 137,936 | 3,842,223 | SH | DFND | 1 | 3,842,223 | 0 | 0 | |