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 |
| ADOBE SYS INC | COM | 00724F101 | 11,827 | 146,000 | SH | SOLE | 146,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 26,479 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 35,077 | 376,000 | SH | SOLE | 376,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 21,334 | 261,000 | SH | SOLE | 261,000 | 0 | 0 | ||
| ARM HOLDINGS ADR REP 3 ORD | SPONSORED ADR | 042068106 | 10,839 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| BROADSOFT INC | COM | 11133B409 | 19,737 | 570,918 | SH | SOLE | 570,918 | 0 | 0 | ||
| CIENA CORP | COM | 171779309 | 15,842 | 669,000 | SH | SOLE | 669,000 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 10,890 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 17,848 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| DEMANDWARE INC | COM | 24802Y105 | 26,229 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 16,995 | 251,000 | SH | SOLE | 251,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 14,544 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 42,282 | 493,000 | SH | SOLE | 493,000 | 0 | 0 | ||
| GOOGLE INC | COM CL A | 38259P508 | 17,011 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 12,231 | 583,000 | SH | SOLE | 583,000 | 0 | 0 | ||
| JD COM INC | PUT | 47215P956 | 481 | 7,130 | SH | SOLE | 7,130 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 24,416 | 716,000 | SH | SOLE | 716,000 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 22,910 | 471,493 | SH | SOLE | 471,493 | 0 | 0 | ||
| MICROSTRATEGY INC | CL A NEW | 594972408 | 17,688 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 24,964 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 13,906 | 339,000 | SH | SOLE | 339,000 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | PUT | 73935A954 | 1,206 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 4,842 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 18,452 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | COM | 82706C108 | 15,505 | 448,000 | SH | SOLE | 448,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 16,062 | 537,000 | SH | SOLE | 537,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 13,778 | 119,500 | SH | SOLE | 119,500 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 18,034 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||