The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107 1,894 167,000 SH   SOLE   167,000 0 0
ANADARKO PETE CORP COM 032511107 3,835 55,000 SH   SOLE   55,000 0 0
ANALOG DEVICES INC COM 032654105 1,816 25,000 SH   SOLE   25,000 0 0
APACHE CORP COM 037411105 2,793 44,000 SH   SOLE   44,000 0 0
APPLIED MATLS INC COM 038222105 3,550 110,000 SH   SOLE   110,000 0 0
ARISTA NETWORKS INC COM 040413106 2,322 24,000 SH   SOLE   24,000 0 0
BANK AMER CORP *W EXP 10/28/201 060505153 960 1,000,000 SH   SOLE   1,000,000 0 0
BORGWARNER INC. COM 099724106 592 15,000 SH   SOLE   15,000 0 0
CAESARS ENTMT CORP COM 127686103 2,465 290,000 SH   SOLE   290,000 0 0
CELGENE CORP COM 151020104 4,734 40,900 SH   SOLE   40,900 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 1,144 58,000 SH   SOLE   58,000 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 677 21,500 SH   SOLE   21,500 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,668 380,000 SH   SOLE   380,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,922 168,000 SH   SOLE   168,000 0 0
DANAHER CORP DEL COM 235851102 2,047 26,300 SH   SOLE   26,300 0 0
DISNEY WALT CO COM DISNEY 254687106 1,876 18,000 SH   SOLE   18,000 0 0
ELECTRONIC ARTS INC COM 285512109 3,363 42,700 SH   SOLE   42,700 0 0
FACEBOOK, INC. COM 30303M102 575 5,000 SH   SOLE   5,000 0 0
FREEPORT-MCMORAN INC. COM 35671D857 660 50,000 SH   SOLE   50,000 0 0
FUELCELL ENERGY INC COM NEW 35952H502 437 249,999 SH   SOLE   249,999 0 0
HALLIBURTON CO COM 406216101 2,840 52,500 SH   SOLE   52,500 0 0
ISHARES MSCI EURO FL ETF 464289180 664 35,000 SH   SOLE   35,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,067 24,500 SH   SOLE   24,500 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,468 250,000 SH   SOLE   250,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,595 90,000 SH   SOLE   90,000 0 0
MICROSOFT CORP COM 594918104 3,107 50,000 SH   SOLE   50,000 0 0
NIKE INC. COM 654106103 559 11,000 SH   SOLE   11,000 0 0
NVIDIA CORP COM 67066G104 3,843 36,000 SH   SOLE   36,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,999 235,000 SH   SOLE   235,000 0 0
POTASH CORP. COM 73755L107 687 38,000 SH   SOLE   38,000 0 0
REALPAGE INC COM 75606N109 1,800 60,000 SH   SOLE   60,000 0 0
SCHLUMBERGER LTD COM 806857108 2,854 34,000 SH   SOLE   34,000 0 0
SEMTECH CORP COM 816850101 2,209 70,000 SH   SOLE   70,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,557 100,000 SH   SOLE   100,000 0 0
SPRINT CORP COM SER 1 85207U105 1,768 210,000 SH   SOLE   210,000 0 0
T MOBILE US INC COM 872590104 1,725 30,000 SH   SOLE   30,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,672 74,500 SH   SOLE   74,500 0 0
TESLA MTRS INC COM 88160R101 1,923 9,000 SH   SOLE   9,000 0 0
THE MOSAIC COMPANY COM 61945C103 587 20,000 SH   SOLE   20,000 0 0
THERAPEUTICSMD INC COM 88338N107 1,039 180,000 SH   SOLE   180,000 0 0
THE TORO COMPANY COM 891092108 587 10,500 SH   SOLE   10,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,257 26,600 SH   SOLE   26,600 0 0
VERMILLION INC COM NEW 92407M206 950 1,000,000 SH   SOLE   1,000,000 0 0
VISA INC COM CL A 92826C839 3,901 50,000 SH   SOLE   50,000 0 0
WILLIAM LYON HOMES COM 552074700 476 25,000 SH   SOLE   25,000 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 660 11,500 SH   SOLE   11,500 0 0
WISDOMTREE TR GERMANY HEDEQ FD 97717W448 570 20,000 SH   SOLE   20,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 2,942 60,000 SH   SOLE   60,000 0 0
YELP INC CL A 985817105 1,907 50,000 SH   SOLE   50,000 0 0