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 1,397 360,900 SH   SOLE   360,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,487 98,486 SH   SOLE   98,486 0 0
APPLE INC COM 037833100 1,290 2,300 SH   SOLE   2,300 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 682 51,000 SH   SOLE   51,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 974 17,800 SH   SOLE   17,800 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 3,009 510,874 SH   SOLE   510,874 0 0
CALIX INC COM 13100M509 710 73,600 SH   SOLE   73,600 0 0
CARNIVAL PLC ADR 14365C103 356 8,850 SH   SOLE   8,850 0 0
CIT GROUP INC COM NEW 125581801 13,356 256,200 SH   SOLE   256,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,989 836,885 SH   SOLE   836,885 0 0
DEMANDWARE INC COM 24802Y105 846 13,200 SH   SOLE   13,200 0 0
EBAY INC COM 278642103 21,057 383,800 SH   SOLE   383,800 0 0
EQT CORP COM 26884L109 22,993 256,100 SH   SOLE   256,100 0 0
F5 NETWORKS INC COM 315616102 727 8,000 SH   SOLE   8,000 0 0
FACEBOOK INC CL A 30303M102 754 13,800 SH   SOLE   13,800 0 0
GILEAD SCIENCES INC COM 375558103 24,032 320,001 SH   SOLE   320,001 0 0
GOOGLE INC. CL A 38259P508 23,998 21,413 SH   SOLE   21,413 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 28,881 1,963,363 SH   SOLE   1,963,363 0 0
INFOBLOX INC COM 45672H104 449 13,600 SH   SOLE   13,600 0 0
INFORMATICA CORP COM 45666Q102 1,307 31,500 SH   SOLE   31,500 0 0
LOWES COS INC COM 548661107 10,227 206,400 SH   SOLE   206,400 0 0
MARKETO INC COM 57063L107 315 8,500 SH   SOLE   8,500 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 695 48,300 SH   SOLE   48,300 0 0
MASTERCARD INC CL A 57636Q104 5,481 6,560 SH   SOLE   6,560 0 0
METLIFE INC COM 59156R108 20,220 375,000 SH   SOLE   375,000 0 0
MICROSEMI CORP COM 595137100 624 25,000 SH   SOLE   25,000 0 0
MONSANTO CO NEW COM 61166W101 12,622 108,300 SH   SOLE   108,300 0 0
NAVISTAR INTL CORP NEW COM 63934E108 15,318 401,100 SH   SOLE   401,100 0 0
NOKIA CORP SPONSORED ADR 654902204 626 77,200 SH   SOLE   77,200 0 0
POST HLDGS INC COM 737446104 13,559 275,200 SH   SOLE   275,200 0 0
QUICKSILVER INC COM 74838C106 5,262 600,000 SH   SOLE   600,000 0 0
RIVERBED TECHNOLOGY INC COM 768573107 973 53,800 SH   SOLE   53,800 0 0
ROCKWOOD HLDGS INC COM 774415103 10,847 150,826 SH   SOLE   150,826 0 0
RUCKUS WIRELESS INC COM 781220108 635 44,700 SH   SOLE   44,700 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 5,615 119,650 SH   SOLE   119,650 0 0
SEALED AIR CORP NEW COM 81211K100 776 22,801 SH   SOLE   22,801 0 0
SPLUNK INC COM 848637104 439 6,400 SH   SOLE   6,400 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,268 64,700 SH   SOLE   64,700 0 0
SYMANTEC CORP COM 871503108 476 20,200 SH   SOLE   20,200 0 0
TABLEAU SOFTWARE INC CL A 87336U105 855 12,400 SH   SOLE   12,400 0 0
ULTA SALON COSMETICS & FRAG I COM 90384S303 15,578 161,400 SH   SOLE   161,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 25,049 497,000 SH   SOLE   497,000 0 0
ZYNGA INC CL A 98986T108 5,407 1,423,000 SH   SOLE   1,423,000 0 0