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 | 13,064 | 585,831 | SH | SOLE | 585,831 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 29,287 | 90,174 | SH | SOLE | 90,174 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 26,176 | 281,673 | SH | SOLE | 281,673 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 26,518 | 141,953 | SH | SOLE | 141,953 | 0 | 0 | ||
| CALAMP CORP | COM | 128126109 | 3,572 | 164,928 | SH | SOLE | 164,928 | 0 | 0 | ||
| CENTRAL EUROPEAN MEDIA ENTRP | CL A NEW | G20045202 | 2,377 | 842,942 | SH | SOLE | 842,942 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 62,555 | 1,172,981 | SH | SOLE | 1,172,981 | 0 | 0 | ||
| COUPONS COM INC | COM | 22265J102 | 1,973 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 38,177 | 514,101 | SH | SOLE | 514,101 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 10,976 | 171,388 | SH | SOLE | 171,388 | 0 | 0 | ||
| DIGITALGLOBE INC | COM NEW | 25389M877 | 12,116 | 435,844 | SH | SOLE | 435,844 | 0 | 0 | ||
| ENDURANCE INTL GROUP HLDGS I | COM | 29272B105 | 11,185 | 731,547 | SH | SOLE | 731,547 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 19,215 | 560,032 | SH | SOLE | 560,032 | 0 | 0 | ||
| HOMEAWAY INC | COM | 43739Q100 | 13,816 | 396,788 | SH | SOLE | 396,788 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 51,247 | 1,211,226 | SH | SOLE | 1,211,226 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 6,733 | 188,547 | SH | SOLE | 188,547 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 23,748 | 19,741 | SH | SOLE | 19,741 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 9,130 | 98,116 | SH | SOLE | 98,116 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 3,608 | 368,587 | SH | SOLE | 368,587 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 19,659 | 279,850 | SH | SOLE | 279,850 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 7,401 | 68,115 | SH | SOLE | 68,115 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 25,404 | 722,734 | SH | SOLE | 722,734 | 0 | 0 | ||
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 3,499 | 146,633 | SH | SOLE | 146,633 | 0 | 0 | ||