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 |
ACTAVIS PLC | SHS | G0083B108 | 3,125 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
AMAG PHARMACEUTICALS INC | COM | 00163U106 | 3,826 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,488 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 3,246 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,742 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
ARM HLDGS PLC | SPONSORED ADR | 042068106 | 2,958 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
BLACKBERRY LTD | COM | 09228F103 | 536 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 2,925 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 1,369 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
CELGENE CORP | COM | 151020104 | 4,035 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 3,197 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 15,456 | 300,000 | SH | Call | SOLE | 0 | 0 | 0 | |
COACH INC | COM | 189754104 | 1,657 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 1,270 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 1,523 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 4,271 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 7,317 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
FELCOR LODGING TR INC | COM | 31430F101 | 8,732 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 581 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
FUELCELL ENERGY INC | COM | 35952H106 | 3,940 | 3,152,000 | SH | SOLE | 3,152,000 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 9,322 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 1,816 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 7,204 | 216,000 | SH | SOLE | 216,000 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 1,499 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 4,463 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 614 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 4,320 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 4,289 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,661 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 5,921 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 3,149 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 1,680 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 3,890 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 5,740 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 1,777 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 4,662 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
SILICON LABORATORIES INC | COM | 826919102 | 3,046 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 1,671 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 5,052 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 1,510 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
THERAPEUTICSMD INC | COM | 88338N107 | 1,694 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
TREX CO INC | COM | 89531P105 | 1,636 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
TROVAGENE INC | COM NEW | 897238309 | 4,086 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 976 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | 992 | 15,000 | SH | SOLE | 15,000 | 0 | 0 |