| 1 |
ADOBE INC |
558,000 |
36,683 |
2.05% |
|
|
| 2 |
ALTERA CORPORATION |
710,000 |
25,727 |
1.43% |
Call |
|
| 3 |
AOL INC |
507,500 |
22,213 |
1.24% |
|
|
| 4 |
AUTODESK INC |
748,900 |
36,831 |
2.05% |
|
|
| 5 |
BAIDU INC |
192,200 |
29,266 |
1.63% |
|
|
| 6 |
BROADCOM CORP CL A |
800,000 |
25,176 |
1.40% |
Call |
|
| 7 |
CBS CORP NEW |
700,000 |
43,260 |
2.41% |
Call |
|
| 8 |
CBS CORP NEW |
641,954 |
39,673 |
2.21% |
|
|
| 9 |
COGENT COMMUNICATIONS HLDGS IN COM NEW |
832,011 |
29,561 |
1.65% |
|
|
| 10 |
DISH NETWORK A |
585,800 |
36,443 |
2.03% |
|
|
| 11 |
E M C CORP MASS COM |
4,100,000 |
112,381 |
6.27% |
Call |
|
| 12 |
EXPEDIA INC DEL |
451,200 |
32,712 |
1.82% |
|
|
| 13 |
F5 NETWORKS INC |
150,000 |
15,994 |
0.89% |
Call |
|
| 14 |
FACEBOOK INC |
649,900 |
39,150 |
2.18% |
|
|
| 15 |
FLEETCOR TECHNOLOGIES INC |
255,439 |
29,401 |
1.64% |
|
|
| 16 |
HARMAN INTL INDS INC |
343,300 |
36,527 |
2.04% |
|
|
| 17 |
Hewlett Packard Co |
250,000 |
8,090 |
0.45% |
Call |
|
| 18 |
IAC INTERACTIVECORP |
404,800 |
28,899 |
1.61% |
|
|
| 19 |
INTEL CORP |
9,000,000 |
232,326 |
12.96% |
Call |
|
| 20 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
35,546 |
39,616 |
2.21% |
|
|
| 21 |
ISHARES TR |
2,000,000 |
232,680 |
12.98% |
Put |
|
| 22 |
LIBERTY GLOBAL PLC |
789,100 |
32,827 |
1.83% |
|
|
| 23 |
MAXIM INTEGR |
320,000 |
10,598 |
0.59% |
Call |
|
| 24 |
MICROSOFT CORP |
1,200,000 |
49,188 |
2.74% |
Call |
|
| 25 |
Market Vectors Semiconductor E |
1,900,000 |
86,659 |
4.83% |
Call |
|
| 26 |
NOKIA CORP |
1,600,000 |
11,744 |
0.65% |
Call |
|
| 27 |
NOKIA CORP |
2,419,422 |
17,759 |
0.99% |
|
|
| 28 |
NXP SEMICONDUCTORS N V |
627,852 |
36,924 |
2.06% |
|
|
| 29 |
POLYCOM INC |
2,841,210 |
38,981 |
2.17% |
|
|
| 30 |
Pandora Media Inc |
735,033 |
22,286 |
1.24% |
|
|
| 31 |
RED HAT INC |
202,600 |
10,734 |
0.60% |
Call |
|
| 32 |
RIVERBED TECHNOLOGY INC |
600,000 |
11,826 |
0.66% |
Call |
|
| 33 |
SANDISK CORP |
401,400 |
32,590 |
1.82% |
|
|
| 34 |
SBA COMMUNICATIONS CORP |
431,656 |
39,263 |
2.19% |
|
|
| 35 |
SENSATA TECHNOLOGIES HLDG NV |
510,700 |
21,776 |
1.21% |
|
|
| 36 |
SunEdison Inc |
1,711,563 |
32,246 |
1.80% |
|
|
| 37 |
TAKE-TWO INTERACTIVE SOFTWAR |
500,000 |
10,965 |
0.61% |
Call |
|
| 38 |
TIME WARNER INC |
1,690,000 |
110,408 |
6.16% |
Call |
|
| 39 |
TWENTY FIRST CENTY FOX INC |
1,880,000 |
60,104 |
3.35% |
Call |
|
| 40 |
VMWARE INC |
220,000 |
23,764 |
1.33% |
Call |
|
