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
3-D SYS CORP DEL COM NEW 88554D205 493 15,000 SH   SOLE   15,000 0 0
ACTAVIS PLC SHS G0083B108 27,272 105,947 SH   SOLE   105,947 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 11,030 480,000 SH   SOLE   480,000 0 0
AEROVIRONMENT INC COM 008073108 2,180 80,000 SH   SOLE   80,000 0 0
ALCATEL-LUCENT SPONSORED ADR 013904305 976 275,000 SH   SOLE   275,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 18,503 100,000 SH   SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,914 105,000 SH   SOLE   105,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 23,139 542,903 SH   SOLE   542,903 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,198 60,000 SH   SOLE   60,000 0 0
AMSURG CORP COM 03232P405 13,135 240,000 SH   SOLE   240,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 695 15,000 SH   SOLE   15,000 0 0
BLOOMIN BRANDS INC COM 094235108 3,107 125,500 SH   SOLE   125,500 0 0
BORGWARNER INC COM 099724106 1,649 30,000 SH   SOLE   30,000 0 0
BRUNSWICK CORP COM 117043109 3,018 58,876 SH   SOLE   58,876 0 0
CANADIAN SOLAR INC COM 136635109 2,419 100,000 SH Put SOLE   100,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 19,039 420,000 SH   SOLE   420,000 0 0
CBS CORP NEW CL B 124857202 1,384 25,000 SH   SOLE   25,000 0 0
CERNER CORP COM 156782104 4,708 72,816 SH   SOLE   72,816 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,112 30,000 SH   SOLE   30,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,112 30,000 SH Put SOLE   30,000 0 0
CHUYS HLDGS INC COM 171604101 528 26,831 SH   SOLE   26,831 0 0
CISCO SYS INC COM 17275R102 5,007 180,000 SH   SOLE   180,000 0 0
CLUBCORP HLDGS INC COM 18948M108 2,152 120,000 SH   SOLE   120,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,963 20,000 SH   SOLE   20,000 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 7,092 400,000 SH   SOLE   400,000 0 0
CREE INC COM 225447101 1,289 40,000 SH   SOLE   40,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,275 50,000 SH   SOLE   50,000 0 0
DECKERS OUTDOOR CORP COM 243537107 14,779 162,340 SH   SOLE   162,340 0 0
DIGITALGLOBE INC COM NEW 25389M877 1,549 50,000 SH   SOLE   50,000 0 0
DINEEQUITY INC COM 254423106 15,235 147,000 SH   SOLE   147,000 0 0
DOLLAR TREE INC COM 256746108 4,575 65,000 SH   SOLE   65,000 0 0
ELLIE MAE INC COM 28849P100 2,820 69,942 SH   SOLE   69,942 0 0
ENCORE CAP GROUP INC COM 292554102 8,856 199,452 SH   SOLE   199,452 0 0
ENERNOC INC COM 292764107 3,090 200,000 SH   SOLE   200,000 0 0
EROS INTL PLC SHS NEW G3788M114 2,116 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 33,112 424,406 SH   SOLE   424,406 0 0
FIRST AMERN FINL CORP COM 31847R102 16,950 500,000 SH   SOLE   500,000 0 0
FRESHPET INC COM 358039105 1,697 99,484 SH   SOLE   99,484 0 0
GENERAC HLDGS INC COM 368736104 1,637 35,000 SH   SOLE   35,000 0 0
GENERAL MTRS CO COM 37045V100 3,840 110,000 SH   SOLE   110,000 0 0
GENTHERM INC COM 37253A103 3,083 84,200 SH   SOLE   84,200 0 0
GLOBAL CASH ACCESS HLDGS INC COM 378967103 2,503 350,000 SH   SOLE   350,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,824 50,000 SH   SOLE   50,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 3,714 130,000 SH   SOLE   130,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 20,157 398,125 SH   SOLE   398,125 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,846 200,000 SH   SOLE   200,000 0 0
HARMAN INTL INDS INC COM 413086109 3,081 28,871 SH   SOLE   28,871 0 0
IMAX CORP COM 45245E109 5,099 165,000 SH   SOLE   165,000 0 0
IMPERVA INC COM 45321L100 4,943 100,000 SH   SOLE   100,000 0 0
JACK IN THE BOX INC COM 466367109 15,280 191,100 SH   SOLE   191,100 0 0
JUNIPER NETWORKS INC COM 48203R104 1,116 50,000 SH   SOLE   50,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 4,511 36,968 SH   SOLE   36,968 0 0
KEURIG GREEN MTN INC COM 49271M100 5,296 40,000 SH   SOLE   40,000 0 0
LAS VEGAS SANDS CORP COM 517834107 4,653 80,000 SH   SOLE   80,000 0 0
LINKEDIN CORP COM CL A 53578A108 18,377 80,000 SH   SOLE   80,000 0 0
LIQTECH INTL INC COM 53632A102 981 900,000 SH   SOLE   900,000 0 0
LITHIA MTRS INC CL A 536797103 19,072 220,000 SH   SOLE   220,000 0 0
MASCO CORP COM 574599106 27,720 1,100,000 SH   SOLE   1,100,000 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 8,925 495,000 SH   SOLE   495,000 0 0
MERITAGE HOMES CORP COM 59001A102 1,800 50,000 SH   SOLE   50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,451 70,000 SH   SOLE   70,000 0 0
MOHAWK INDS INC COM 608190104 7,187 46,262 SH   SOLE   46,262 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 2,025 60,000 SH   SOLE   60,000 0 0
OUTERWALL INC COM 690070107 3,520 46,800 SH   SOLE   46,800 0 0
PALO ALTO NETWORKS INC COM 697435105 9,806 80,000 SH   SOLE   80,000 0 0
PAPA MURPHYS HLDGS INC COM 698814100 4,987 429,143 SH   SOLE   429,143 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,292 87,800 SH   SOLE   87,800 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 6,013 122,544 SH   SOLE   122,544 0 0
PERNIX THERAPEUTICS HLDGS IN COM 71426V108 3,850 410,000 SH   SOLE   410,000 0 0
POINTS INTL LTD COM NEW 730843208 1,167 91,274 SH   SOLE   91,274 0 0
PROCTER & GAMBLE CO COM 742718109 13,664 150,000 SH Call SOLE   150,000 0 0
PVH CORP COM 693656100 5,127 40,000 SH   SOLE   40,000 0 0
QLIK TECHNOLOGIES INC COM 74733T105 4,414 142,883 SH   SOLE   142,883 0 0
QLOGIC CORP COM 747277101 999 75,000 SH   SOLE   75,000 0 0
RACKSPACE HOSTING INC COM 750086100 702 15,000 SH   SOLE   15,000 0 0
RADIAN GROUP INC COM 750236101 4,932 295,000 SH   SOLE   295,000 0 0
RENTRAK CORP COM 760174102 2,198 30,183 SH   SOLE   30,183 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 20,113 244,000 SH   SOLE   244,000 0 0
SANDISK CORP COM 80004C101 11,464 117,000 SH   SOLE   117,000 0 0
SOLARCITY CORP COM 83416T100 1,070 20,000 SH   SOLE   20,000 0 0
SOLARCITY CORP COM 83416T100 1,872 35,000 SH Call SOLE   35,000 0 0
SONUS NETWORKS INC COM 835916107 596 150,000 SH   SOLE   150,000 0 0
SOTHEBYS COM 835898107 3,239 75,000 SH   SOLE   75,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 4,784 50,000 SH   SOLE   50,000 0 0
SUNPOWER CORP COM 867652406 11,365 440,000 SH   SOLE   440,000 0 0
TESLA MTRS INC COM 88160R101 16,014 72,000 SH   SOLE   72,000 0 0
TESLA MTRS INC COM 88160R101 667 3,000 SH Call SOLE   3,000 0 0
TESLA MTRS INC COM 88160R101 10,008 45,000 SH Put SOLE   45,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 666 30,000 SH   SOLE   30,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 1,666 75,000 SH Call SOLE   75,000 0 0
TRIPADVISOR INC COM 896945201 1,120 15,000 SH   SOLE   15,000 0 0
TWITTER INC COM 90184L102 7,174 200,000 SH   SOLE   200,000 0 0
TWITTER INC COM 90184L102 5,381 150,000 SH Call SOLE   150,000 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 5,980 175,000 SH   SOLE   175,000 0 0
VULCAN MATLS CO COM 929160109 4,272 65,000 SH   SOLE   65,000 0 0
WAGEWORKS INC COM 930427109 6,457 100,000 SH   SOLE   100,000 0 0
WHIRLPOOL CORP COM 963320106 4,844 25,000 SH   SOLE   25,000 0 0
WHITEWAVE FOODS CO COM 966244105 1,400 40,000 SH   SOLE   40,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,084 14,000 SH   SOLE   14,000 0 0