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 |
| ALLISON TRANSMISSION HOLDING | COM | 01973R101 | 13,752 | 595,831 | SH | SOLE | 595,831 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | COM | 053774105 | 287,500 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| FLEXTRONICS INTL LTD | ORD | Y2573F102 | 89,002 | 11,498,991 | SH | SOLE | 11,498,991 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 27,377 | 1,564,376 | SH | SOLE | 1,564,376 | 0 | 0 | ||
| GENPACT LTD | SHS | G3922B107 | 59,421 | 3,088,400 | SH | SOLE | 3,088,400 | 0 | 0 | ||
| GOOGLE INC-CL A | CL A | 38259P508 | 61,626 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 198,400 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| INTERXION HOLDING NV | SHS | N47279109 | 10,191 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 63,327 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 318,573 | 6,900,000 | SH | SOLE | 6,900,000 | 0 | 0 | ||
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 92,966 | 3,288,501 | SH | SOLE | 3,288,501 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 17,647 | 962,190 | SH | SOLE | 962,190 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HOLDING | SHS | N7902X106 | 52,350 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 48,678 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||