The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107 52,491 4,628,851 SH   SOLE   4,628,851 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 74,560 849,111 SH   SOLE   849,111 0 0
ANALOG DEVICES INC COM 032654105 37,097 510,832 SH   SOLE   510,832 0 0
ARRIS INTL INC SHS G0551A103 41,005 1,360,950 SH   SOLE   1,360,950 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 68,901 239,306 SH   SOLE   239,306 0 0
COMPUTER SCIENCES CORP COM 205363104 53,208 895,457 SH   SOLE   895,457 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 35,167 3,074,000 SH   SOLE   3,074,000 0 0
DISH NETWORK CORP CL A 25470M109 96,116 1,659,179 SH   SOLE   1,659,179 0 0
DISNEY WALT CO COM DISNEY 254687106 89,525 859,000 SH   SOLE   859,000 0 0
FIREEYE INC COM 31816Q101 24,726 2,077,796 SH   SOLE   2,077,796 0 0
FORTINET INC COM 34959E109 11,317 375,741 SH   SOLE   375,741 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 103,170 7,438,391 SH   SOLE   7,438,391 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 13,870 1,000,000 SH Call SOLE   1,000,000 0 0
MERCADOLIBRE INC COM 58733R102 42,955 275,103 SH   SOLE   275,103 0 0
MGM RESORTS INTERNATIONAL COM 552953101 72,505 2,514,926 SH   SOLE   2,514,926 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 32,341 3,550,000 SH   SOLE   3,550,000 0 0
NVIDIA CORP COM 67066G104 43,657 409,000 SH   SOLE   409,000 0 0
PANDORA MEDIA INC COM 698354107 78,864 6,047,818 SH   SOLE   6,047,818 0 0
PROOFPOINT INC COM 743424103 40,494 573,167 SH   SOLE   573,167 0 0
SABRE CORP COM 78573M104 73,919 2,962,685 SH   SOLE   2,962,685 0 0
SALESFORCE COM INC COM 79466L302 52,950 773,451 SH   SOLE   773,451 0 0
SERVICENOW INC COM 81762P102 51,489 692,610 SH   SOLE   692,610 0 0
SPRINT CORP COM SER 1 85207U105 17,404 2,067,000 SH   SOLE   2,067,000 0 0
STAMPS COM INC COM NEW 852857200 67,873 592,000 SH   SOLE   592,000 0 0
T MOBILE US INC COM 872590104 133,834 2,327,140 SH   SOLE   2,327,140 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 19,764 400,968 SH   SOLE   400,968 0 0
TEXAS INSTRS INC COM 882508104 27,072 371,000 SH   SOLE   371,000 0 0
TIME WARNER INC COM NEW 887317303 121,145 1,255,000 SH   SOLE   1,255,000 0 0
XILINX INC COM 983919101 17,749 294,000 SH   SOLE   294,000 0 0
ZENDESK INC COM 98936J101 38,168 1,800,374 SH   SOLE   1,800,374 0 0