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
ABENGOA YIELD PLC ORD SHS G00349103 1,891 50,000 SH   SOLE   50,000 0 0
ACTAVIS PLC SHS G0083B108 57,993 260,000 SH   SOLE   260,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 8,095 60,000 SH   SOLE   60,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 12,823 210,000 SH   SOLE   210,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,250 40,000 SH   SOLE   40,000 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 1,610 61,850 SH   SOLE   61,850 0 0
AMAZON COM INC COM 023135106 22,410 69,000 SH Call SOLE   69,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,599 40,000 SH   SOLE   40,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,967 60,000 SH   SOLE   60,000 0 0
ANTERO RES CORP COM 03674X106 31,502 480,000 SH   SOLE   480,000 0 0
APPLE INC COM 037833100 25,556 275,000 SH   SOLE   275,000 0 0
ARATANA THERAPEUTICS INC COM 03874P101 2,810 180,000 SH   SOLE   180,000 0 0
ARCBEST CORP COM 03937C105 6,962 160,000 SH   SOLE   160,000 0 0
AUTONATION INC COM 05329W102 8,952 150,000 SH   SOLE   150,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 2,650 80,000 SH   SOLE   80,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 3,096 120,000 SH   SOLE   120,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 408 9,493 SH   SOLE   9,493 0 0
CARMAX INC COM 143130102 2,601 50,000 SH   SOLE   50,000 0 0
CBS CORP NEW CL B 124857202 32,934 530,000 SH   SOLE   530,000 0 0
CELGENE CORP COM 151020104 4,294 50,000 SH Call SOLE   50,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,434 20,000 SH   SOLE   20,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 717 10,000 SH Call SOLE   10,000 0 0
CIENA CORP COM NEW 171779309 3,249 150,000 SH   SOLE   150,000 0 0
COMERICA INC COM 200340107 5,016 100,000 SH   SOLE   100,000 0 0
CONNS INC COM 208242107 113,597 2,300,000 SH Call SOLE   2,300,000 0 0
CONSTELLIUM NV CL A N22035104 9,791 305,381 SH   SOLE   305,381 0 0
CONTROL4 CORP COM 21240D107 1,760 90,000 SH   SOLE   90,000 0 0
CREE INC COM 225447101 2,997 60,000 SH Call SOLE   60,000 0 0
CYRUSONE INC COM 23283R100 6,972 280,000 SH   SOLE   280,000 0 0
EAGLE MATERIALS INC COM 26969P108 34,884 370,000 SH   SOLE   370,000 0 0
EATON CORP PLC SHS G29183103 15,822 205,000 SH   SOLE   205,000 0 0
ENERNOC INC COM 292764107 2,464 130,000 SH   SOLE   130,000 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 2,259 363,164 SH   SOLE   363,164 0 0
ERICSSON ADR B SEK 10 294821608 3,020 250,000 SH   SOLE   250,000 0 0
FACEBOOK INC CL A 30303M102 35,664 530,000 SH   SOLE   530,000 0 0
FIFTH THIRD BANCORP COM 316773100 29,890 1,400,000 SH   SOLE   1,400,000 0 0
FLIR SYS INC COM 302445101 5,210 150,000 SH   SOLE   150,000 0 0
GENERAL MTRS CO COM 37045V100 8,531 235,000 SH   SOLE   235,000 0 0
GENTHERM INC COM 37253A103 4,243 95,450 SH   SOLE   95,450 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 27,103 666,583 SH   SOLE   666,583 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,661 185,583 SH   SOLE   185,583 0 0
HARMAN INTL INDS INC COM 413086109 12,892 120,000 SH   SOLE   120,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 6,408 275,000 SH   SOLE   275,000 0 0
ICG GROUP INC COM 44928D108 3,132 150,000 SH   SOLE   150,000 0 0
IDEAL PWR INC COM 451622104 315 34,176 SH   SOLE   34,176 0 0
IMAX CORP COM 45245E109 42,720 1,500,000 SH   SOLE   1,500,000 0 0
INTERXION HOLDING N.V SHS N47279109 1,917 70,000 SH   SOLE   70,000 0 0
ISHARES RUSSELL 2000 ETF 464287655 59,405 500,000 SH Put SOLE   500,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 3,017 100,000 SH   SOLE   100,000 0 0
KEURIG GREEN MTN INC COM 49271M100 38,629 310,000 SH Call SOLE   310,000 0 0
KEURIG GREEN MTN INC COM 49271M100 3,115 25,000 SH Put SOLE   25,000 0 0
KEURIG GREEN MTN INC COM 49271M100 4,984 40,000 SH   SOLE   40,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,034 46,000 SH   SOLE   46,000 0 0
LITHIA MTRS INC CL A 536797103 14,149 150,414 SH   SOLE   150,414 0 0
MARRONE BIO INNOVATIONS INC COM 57165B106 813 70,000 SH   SOLE   70,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 13,865 105,000 SH   SOLE   105,000 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 6,821 280,000 SH   SOLE   280,000 0 0
MERITAGE HOMES CORP COM 59001A102 6,132 145,278 SH   SOLE   145,278 0 0
MICRON TECHNOLOGY INC COM 595112103 1,812 55,000 SH   SOLE   55,000 0 0
MICROSOFT CORP COM 594918104 7,298 175,000 SH   SOLE   175,000 0 0
NATURAL GROCERS BY VITAMIN C COM 63888U108 4,184 195,402 SH   SOLE   195,402 0 0
NCR CORP NEW COM 62886E108 5,614 160,000 SH   SOLE   160,000 0 0
NETSUITE INC COM 64118Q107 1,303 15,000 SH   SOLE   15,000 0 0
NOKIA CORP SPONSORED ADR 654902204 14,175 1,875,000 SH   SOLE   1,875,000 0 0
PALO ALTO NETWORKS INC COM 697435105 2,096 25,000 SH   SOLE   25,000 0 0
PAPA JOHNS INTL INC COM 698813102 7,630 180,000 SH   SOLE   180,000 0 0
PAPA MURPHYS HLDGS INC COM 698814100 5,086 530,900 SH   SOLE   530,900 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 21,880 442,026 SH   SOLE   442,026 0 0
POINTS INTL LTD COM NEW 730843208 9,080 400,341 SH   SOLE   400,341 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 12,144 200,000 SH Call SOLE   200,000 0 0
QUANTA SVCS INC COM 74762E102 3,458 100,000 SH   SOLE   100,000 0 0
RADIAN GROUP INC COM 750236101 12,589 850,000 SH   SOLE   850,000 0 0
RENTRAK CORP COM 760174102 9,485 180,845 SH   SOLE   180,845 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,062 145,000 SH   SOLE   145,000 0 0
SHUTTERFLY INC COM 82568P304 6,459 150,000 SH Call SOLE   150,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 9,233 315,000 SH   SOLE   315,000 0 0
SOLARCITY CORP COM 83416T100 2,118 30,000 SH Call SOLE   30,000 0 0
SP PLUS CORP COM 78469C103 4,042 188,985 SH   SOLE   188,985 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 88,074 450,000 SH Put SOLE   450,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 5,162 60,000 SH   SOLE   60,000 0 0
SUNESIS PHARMACEUTICALS INC COM NEW 867328601 2,970 455,565 SH   SOLE   455,565 0 0
SUNPOWER CORP COM 867652406 37,292 910,000 SH   SOLE   910,000 0 0
SUNPOWER CORP COM 867652406 1,229 30,000 SH Call SOLE   30,000 0 0
TELETECH HOLDINGS INC COM 879939106 9,277 320,000 SH   SOLE   320,000 0 0
TESLA MTRS INC COM 88160R101 12,003 50,000 SH   SOLE   50,000 0 0
TESLA MTRS INC COM 88160R101 7,202 30,000 SH Put SOLE   30,000 0 0
TWITTER INC COM 90184L102 5,326 130,000 SH Call SOLE   130,000 0 0
TWITTER INC COM 90184L102 11,062 270,000 SH Put SOLE   270,000 0 0
TWITTER INC COM 90184L102 19,752 482,099 SH   SOLE   482,099 0 0
UBIQUITI NETWORKS INC COM 90347A100 2,711 60,000 SH   SOLE   60,000 0 0
UNITED RENTALS INC COM 911363109 18,328 175,000 SH   SOLE   175,000 0 0
VEECO INSTRS INC DEL COM 922417100 2,236 60,000 SH   SOLE   60,000 0 0
VMWARE INC CL A COM 928563402 2,904 30,000 SH   SOLE   30,000 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 6,678 200,000 SH   SOLE   200,000 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 3,339 100,000 SH Put SOLE   100,000 0 0
WHIRLPOOL CORP COM 963320106 5,569 40,000 SH   SOLE   40,000 0 0
WHITEWAVE FOODS CO COM CL A 966244105 1,619 50,000 SH   SOLE   50,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 8,828 740,000 SH Call SOLE   740,000 0 0