The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
3-D SYS CORP DEL | COM NEW | 88554D205 | 1,620 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,563 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 7,247 | 15,200 | SH | SOLE | 15,200 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 1,481 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
BANK OF AMERICA CORPORATION | COM | 060505104 | 552 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 2,325 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 1,698 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 1,771 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
CELGENE CORP | COM | 151020104 | 3,853 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 2,545 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 1,562 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
EHEALTH INC | COM | 28238P109 | 2,000 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
FELCOR LODGING TR INC | COM | 31430F101 | 7,454 | 1,210,000 | SH | SOLE | 1,210,000 | 0 | 0 | ||
FOREST OIL CORP | COM PAR $0.01 | 346091705 | 1,220 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 3,647 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
GAMESTOP CORP NEW | CL A | 36467W109 | 3,476 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
GARMIN LTD | SHS | H2906T109 | 1,582 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
GENERAL MTRS CO | *W EXP 07/10/201 | 37045V126 | 4,082 | 219,454 | SH | SOLE | 219,454 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 8,802 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
GRAND CANYON ED INC | COM | 38526M106 | 2,012 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 1,682 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
HEALTHWAYS INC | COM | 422245100 | 1,851 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 12,419 | 342,700 | SH | SOLE | 342,700 | 0 | 0 | ||
KODIAK OIL & GAS CORP | COM | 50015Q100 | 3,015 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 1,753 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 4,761 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MBIA INC | COM | 55262C100 | 1,535 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 4,222 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 3,640 | 500,000 | SH | Call | SOLE | 0 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,132 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 3,921 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 2,164 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 4,726 | 786,347 | SH | SOLE | 786,347 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 2,010 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
PRIMUS TELECOMMUNICATIONS GR | COM | 741929301 | 1,627 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
SALIX PHARMACEUTICALS INC | COM | 795435106 | 2,006 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
SANTARUS INC | COM | 802817304 | 4,518 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SIRIUS XM RADIO INC | COM | 82967N108 | 1,666 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 6,233 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 1,934 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
TOWERS WATSON & CO | CL A | 891894107 | 2,032 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
WEBMD HEALTH CORP | COM | 94770V102 | 1,570 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
WISCONSIN ENERGY CORP | COM | 976657106 | 323 | 8,000 | SH | SOLE | 8,000 | 0 | 0 |