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
3-D SYS CORP DEL COM NEW 88554D205 29,575 500,000 SH   SOLE   500,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 17,839 595,831 SH   SOLE   595,831 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 76,612 5,464,498 SH   SOLE   5,464,498 0 0
GAMESTOP CORP NEW CL A 36467W109 36,231 1,092,300 SH Put SOLE   1,092,300 0 0
AVIS BUDGET GROUP COM 053774105 487,000 10,000,000 SH   SOLE   10,000,000 0 0
FACEBOOK INC CL A 30303M102 301,200 5,000,000 SH   SOLE   5,000,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 213,120 8,000,000 SH   SOLE   8,000,000 0 0
PALO ALTO NETWORKS INC COM 697435105 40,914 596,418 SH   SOLE   596,418 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 447,064 4,489,493 SH   SOLE   4,489,493 0 0
SOLARCITY CORP COM 83416T100 125,240 2,000,000 SH   SOLE   2,000,000 0 0
SOLARWINDS INC COM 83416B109 149,205 3,500,000 SH   SOLE   3,500,000 0 0
SUNEDISON INC COM 86732Y109 108,330 5,750,000 SH   SOLE   5,750,000 0 0