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 |
|
||||||||||||||||
| 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 |
| AMAZON COM INC | COM | 023135106 | 2,048 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 5,736 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 1,125 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 1,496 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 3,125 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 2,706 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| BROADCOM CORP | CL A | 111320107 | 1,543 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 3,094 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 4,052 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 2,982 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 2,837 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 2,019 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 16,192 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 7,192 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FELCOR LODGING TR INC | COM | 31430F101 | 5,515 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 1,487 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| FUELCELL ENERGY INC | COM | 35952H106 | 2,316 | 3,152,000 | SH | SOLE | 3,152,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 6,559 | 66,800 | SH | SOLE | 66,800 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,780 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 1,596 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 2,676 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 6,097 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| KEYCORP NEW | COM | 493267108 | 1,952 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 4,135 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 4,506 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,685 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 4,005 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 1,978 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 1,536 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 1,057 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 3,612 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 57,489 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| THERAPEUTICSMD INC | COM | 88338N107 | 1,055 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 2,996 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| TROVAGENE INC | COM NEW | 897238309 | 4,495 | 790,000 | SH | SOLE | 790,000 | 0 | 0 | ||
| VERMILLION INC | COM NEW | 92407M206 | 2,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 2,824 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||