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
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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
3M COMPANY COM 88579Y101 787 5,500 SH   SOLE   5,500 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 13,061 578,200 SH   SOLE   578,200 0 0
APPLE COMPUTER INC COM 037833100 16,766 180,419 SH   SOLE   180,419 0 0
ATT INC COM 00206R102 5,693 161,007 SH   SOLE   161,007 0 0
BAIDU.COM SPON ADR REPA 056752108 934 5,000 SH   SOLE   5,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 715 5,650 SH   SOLE   5,650 0 0
BERKSHIRE HATHAWAY INC CL-A CLA 084670108 759 4 SH   SOLE   4 0 0
BHP BILLITON PLC SPONS ADR EAC SPON ADR 05545E209 326 5,000 SH   SOLE   5,000 0 0
BLACKROCK MUNI INTER DURATION COM 09253X102 2,138 146,500 SH   SOLE   146,500 0 0
BOEING CO COM 097023105 2,709 21,300 SH   SOLE   21,300 0 0
BUNGE LIMITED COM STK USD0.01 COM G16962105 453 6,000 SH   SOLE   6,000 0 0
CABOT OIL GAS CORP COM 127097103 5,460 159,950 SH   SOLE   159,950 0 0
CARRIZO COM 144577103 2,347 33,900 SH   SOLE   33,900 0 0
CATERPILLAR INC COM 149123101 380 3,500 SH   SOLE   3,500 0 0
CBS CORP NEW CLASS B CL B 124857202 6,563 105,625 SH   SOLE   105,625 0 0
CELGENE CORP COM 151020104 13,311 155,000 SH   SOLE   155,000 0 0
CHARTER COMMUNICATIONS INC CL A NEW 16117M305 791 5,000 SH   SOLE   5,000 0 0
CHECK POINT SOFTWARE TECHNOLOG ORD M22465104 7,192 107,310 SH   SOLE   107,310 0 0
CHEGG INC COM 163092109 2,084 296,100 SH   SOLE   296,100 0 0
CHICAGO BRIDGE IRON COMPANY COM 167250109 6,623 97,126 SH   SOLE   97,126 0 0
CISCO SYSTEMS COM 17275R102 239 9,625 SH   SOLE   9,625 0 0
COCA-COLA FEMSA S.A.B. DE C.V SPON ADR REP L 191241108 227 2,000 SH   SOLE   2,000 0 0
COLGATE PALMOLIVE CO COM 194162103 272 4,000 SH   SOLE   4,000 0 0
COMCAST CL A VTG CLA 20030N101 2,803 52,217 SH   SOLE   52,217 0 0
CONCHO RESOURCES COM 20605P101 6,765 46,820 SH   SOLE   46,820 0 0
CREE INC COM 225447101 5,689 113,900 SH   SOLE   113,900 0 0
CVS CAREMARK CORP COM 126650100 602 8,000 SH   SOLE   8,000 0 0
DEERE CO COM 244199105 562 6,207 SH   SOLE   6,207 0 0
EMC CORPORATION COM 268648102 7,830 297,300 SH   SOLE   297,300 0 0
EOG RESOURCES INC COM 26875P101 2,743 23,480 SH   SOLE   23,480 0 0
EXPRESS SCRIPTS HLDG CO COM COM 30219G108 1,733 25,000 SH   SOLE   25,000 0 0
FEDEX CORP COM 31428X106 378 2,500 SH   SOLE   2,500 0 0
GENERAL ELECTRIC CO COM 369604103 10,179 387,350 SH   SOLE   387,350 0 0
GILEAD SCIENCES COM 375558103 13,995 168,800 SH   SOLE   168,800 0 0
GOODRICH PETROLEUM CORP COM NEW 382410405 12,708 460,450 SH   SOLE   460,450 0 0
GOOGLE INC CLA 38259P508 3,303 5,650 SH   SOLE   5,650 0 0
GOOGLE INC CL C 38259P706 4,564 7,935 SH   SOLE   7,935 0 0
GW PHARMACEUTICALS ADS EA REPR ADS 36197T103 214 2,000 SH   SOLE   2,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 3,898 394,550 SH   SOLE   394,550 0 0
HARRIS HARRIS GROUP INC COM 413833104 31 10,000 SH   SOLE   10,000 0 0
HONEYWELL INTL INC COM 438516106 464 5,000 SH   SOLE   5,000 0 0
ISHARES SP 500 INDEX FUND CORE SP 500 E 464287200 305 1,550 SH   SOLE   1,550 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309 231 2,200 SH   SOLE   2,200 0 0
ISHARES TR IBOXX $ HIGH YIELD IBOXX HI YD ET 464288513 1,147 12,050 SH   SOLE   12,050 0 0
JOHNSON JOHNSON COM 478160104 523 5,000 SH   SOLE   5,000 0 0
KERYX BIOPHARMACEUTICALS COM 492515101 14,340 932,400 SH   SOLE   932,400 0 0
LOWES COMPANIES COM 548661107 585 12,200 SH   SOLE   12,200 0 0
MAGNUM HUNTER RES CORP DEL COM COM 55973B102 11,955 1,457,950 SH   SOLE   1,457,950 0 0
MICROSOFT CORP COM 594918104 571 13,700 SH   SOLE   13,700 0 0
MONSANTO CO NEW COM 61166W101 1,247 10,000 SH   SOLE   10,000 0 0
NATIONAL GRID NEW ADR EACH REP SPON ADR NEW 636274300 1,547 20,800 SH   SOLE   20,800 0 0
NEKTAR THERAPEUTICS COM 640268108 2,730 212,950 SH   SOLE   212,950 0 0
NOVARTIS AG- SPON ADR 66987V109 2,412 26,650 SH   SOLE   26,650 0 0
NOVAVAX INC COM 670002104 2,353 509,450 SH   SOLE   509,450 0 0
NPS PHARMACEUTICALS INC COM 62936P103 14,255 431,325 SH   SOLE   431,325 0 0
PENN VIRGINIA CORP COM 707882106 5,438 320,865 SH   SOLE   320,865 0 0
PHARMACYCLICS INC COM 716933106 2,973 33,145 SH   SOLE   33,145 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 3,123 107,030 SH   SOLE   107,030 0 0
POTASH CORP SASK INC COM COM 73755L107 512 13,500 SH   SOLE   13,500 0 0
POWERSHARES ETF TR II SENIOR LN PORT 73936Q769 1,071 43,100 SH   SOLE   43,100 0 0
PRICELINE GROUP INC THE COM NEW 741503403 4,210 3,500 SH   SOLE   3,500 0 0
PROCERA NETWORKS INC COM NEW 74269U203 3,454 342,400 SH   SOLE   342,400 0 0
PROCTOR GAMBLE COM 742718109 275 3,500 SH   SOLE   3,500 0 0
QUALCOMM INC COM 747525103 8,714 110,030 SH   SOLE   110,030 0 0
SANCHEZ ENERGY CORP COM 79970Y105 10,168 270,500 SH   SOLE   270,500 0 0
SIMON PPTY GRP INC COM 828806109 216 1,300 SH   SOLE   1,300 0 0
SM ENERGY CO COM COM 78454L100 630 7,500 SH   SOLE   7,500 0 0
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105 835 28,500 SH   SOLE   28,500 0 0
SYNGENTA AG SPON ADR 87160A100 224 3,000 SH   SOLE   3,000 0 0
TETRAPHASE PHARMACEUTICALS I COM 88165N105 4,748 352,000 SH   SOLE   352,000 0 0
THE WALT DISNEY CO COM DISNEY 254687106 1,757 20,500 SH   SOLE   20,500 0 0
TIME WARNER INC NEW COM NEW 887317303 6,961 99,091 SH   SOLE   99,091 0 0
TWITTER INC COM USD0.000005 COM 90184L102 208 5,100 SH   SOLE   5,100 0 0
UNITED PARCEL SERVICE INC CL B 911312106 256 2,500 SH   SOLE   2,500 0 0
UNITED TECHNOLOGIES CORP COM COM 913017109 277 2,400 SH   SOLE   2,400 0 0
YANDEX N.V. COM USD0.01 CL SHS CL A N97284108 926 26,000 SH   SOLE   26,000 0 0