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
ALLISON TRANSMISSION HLDGS I COM 01973R101 14,926 595,831 SH   SOLE   595,831 0 0
AVIS BUDGET GROUP COM 053774105 288,300 10,000,000 SH   SOLE   10,000,000 0 0
COLE REAL ESTATE INVTS INC COM 19329V105 36,780 3,000,000 SH   SOLE   3,000,000 0 0
FACEBOOK INC CL A 30303M102 251,150 5,000,000 SH   SOLE   5,000,000 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 90,900 10,000,000 SH   SOLE   10,000,000 0 0
FORTINET INC COM 34959E109 86,105 4,250,000 SH   SOLE   4,250,000 0 0
GENPACT LIMITED SHS G3922B107 58,309 3,088,400 SH   SOLE   3,088,400 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 177,280 8,000,000 SH   SOLE   8,000,000 0 0
INTERXION HOLDING N.V SHS N47279109 4,115 185,041 SH   SOLE   185,041 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 416,491 5,005,900 SH   SOLE   5,005,900 0 0
QLIK TECHNOLOGIES INC COM 74733T105 68,460 2,000,000 SH   SOLE   2,000,000 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 57,405 1,500,000 SH   SOLE   1,500,000 0 0
SOLARCITY CORP COM 83416T100 45,612 1,318,269 SH   SOLE   1,318,269 0 0
SOLARWINDS INC COM 83416B109 35,060 1,000,000 SH   SOLE   1,000,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 25,133 750,000 SH   SOLE   750,000 0 0