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
ABBOTT LABS COM 002824100 401 9,639 SH   SOLE 0 0 9,639
ABBVIE INC COM 00287Y109 598 10,352 SH   SOLE 0 0 10,352
ACE LTD SHS H0023R105 399 3,800 SH   SOLE 0 0 3,800
ACTAVIS PLC SHS G0083B108 667 2,763 SH   SOLE 0 0 2,763
AKAMAI TECHNOLOGIES INC COM 00971T101 256 4,275 SH   SOLE 900 0 3,375
AMAZON COM INC COM 023135106 793 2,458 SH   SOLE 400 0 2,058
AMERICAN INTL GROUP INC COM NEW 026874784 379 7,025 SH   SOLE 0 0 7,025
APPLE INC COM 037833100 9,596 95,242 SH   SOLE 7,000 0 88,242
ARM HLDGS PLC SPONSORED ADR 042068106 585 13,400 SH   SOLE 0 0 13,400
AVON PRODS INC COM 054303102 186 14,800 SH   SOLE 0 0 14,800
BAIDU INC SPON ADR REP A 056752108 760 3,483 SH   SOLE 0 0 3,483
BANK AMER CORP COM 060505104 3,887 227,975 SH   SOLE 35,000 0 192,975
BEAZER HOMES USA INC COM NEW 07556Q881 389 23,175 SH   SOLE 0 0 23,175
BIOGEN IDEC INC COM 09062X103 799 2,415 SH   SOLE 0 0 2,415
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,564 208,525 SH   SOLE 19,000 0 189,525
BOEING CO COM 097023105 509 3,994 SH   SOLE 0 0 3,994
BP PLC SPONSORED ADR 055622104 330 7,500 SH   SOLE 0 0 7,500
BRISTOL MYERS SQUIBB CO COM 110122108 345 6,750 SH   SOLE 0 0 6,750
BROADCOM CORP CL A 111320107 256 6,325 SH   SOLE 300 0 6,025
CAMERON INTERNATIONAL CORP COM 13342B105 5,273 79,430 SH   SOLE 3,000 0 76,430
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 4,472 146,805 SH   SOLE 17,000 0 129,805
CATERPILLAR INC DEL COM 149123101 301 3,040 SH   SOLE 0 0 3,040
CELGENE CORP COM 151020104 341 3,600 SH   SOLE 0 0 3,600
CERNER CORP COM 156782104 4,406 73,962 SH   SOLE 10,325 0 63,637
CHENIERE ENERGY INC COM NEW 16411R208 1,112 13,900 SH   SOLE 5,000 0 8,900
CHICAGO BRIDGE & IRON CO N V COM 167250109 5,132 88,715 SH   SOLE 9,500 0 79,215
CHIPOTLE MEXICAN GRILL INC COM 169656105 507 760 SH   SOLE 0 0 760
CITIGROUP INC COM NEW 172967424 4,153 80,137 SH   SOLE 12,500 0 67,637
COMCAST CORP NEW CL A 20030N101 4,727 87,901 SH   SOLE 9,000 0 78,901
CONOCOPHILLIPS COM 20825C104 653 8,535 SH   SOLE 0 0 8,535
CREE INC COM 225447101 2,489 60,775 SH   SOLE 15,500 0 45,275
DANAHER CORP DEL COM 235851102 237 3,125 SH   SOLE 500 0 2,625
DEERE & CO COM 244199105 1,102 13,445 SH   SOLE 0 0 13,445
DEVON ENERGY CORP NEW COM 25179M103 255 3,734 SH   SOLE 0 0 3,734
DIGITAL RLTY TR INC COM 253868103 4,232 67,850 SH   SOLE 4,000 0 63,850
DIREXION SHS ETF TR 20YR TRES BEAR 25459Y678 412 9,630 SH   SOLE 0 0 9,630
DIREXION SHS ETF TR DAILY GOLD MINER 25459Y389 292 12,750 SH   SOLE 375 0 12,375
DIREXION SHS ETF TR DLY FIN BULL NEW 25459Y694 739 7,175 SH   SOLE 1,125 0 6,050
DIREXION SHS ETF TR DLY TECH BULL 3X 25459W102 839 6,650 SH   SOLE 0 0 6,650
DIREXION SHS ETF TR RETAIL BULL 3X 25459W417 342 4,575 SH   SOLE 625 0 3,950
DOW CHEM CO COM 260543103 540 10,300 SH   SOLE 5,000 0 5,300
DUNKIN BRANDS GROUP INC COM 265504100 448 10,000 SH   SOLE 5,500 0 4,500
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 6,071 94,876 SH   SOLE 6,500 0 88,376
ENERGY XXI BERMUDA LTD USD UNRS SHS G10082140 236 20,750 SH   SOLE 0 0 20,750
EXPRESS SCRIPTS HLDG CO COM 30219G108 5,421 76,758 SH   SOLE 8,000 0 68,758
EXXON MOBIL CORP COM 30231G102 1,014 10,779 SH   SOLE 0 0 10,779
FACEBOOK INC CL A 30303M102 8,266 104,580 SH   SOLE 7,775 0 96,805
FIRST SOLAR INC COM 336433107 911 13,845 SH   SOLE 986 0 12,859
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 304 5,000 SH   SOLE 5,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 206 1,450 SH   SOLE 0 0 1,450
FORD MTR CO DEL COM PAR $0.01 345370860 529 35,800 SH   SOLE 1,875 0 33,925
FREEPORT-MCMORAN INC CL B 35671D857 1,074 32,900 SH   SOLE 0 0 32,900
FUELCELL ENERGY INC COM 35952H106 195 93,125 SH   SOLE 5,275 0 87,850
GENERAL ELECTRIC CO COM 369604103 1,449 56,560 SH   SOLE 10,000 0 46,560
GILEAD SCIENCES INC COM 375558103 5,652 53,100 SH   SOLE 4,000 0 49,100
GOOGLE INC CL A 38259P508 4,322 7,345 SH   SOLE 900 0 6,445
GOOGLE INC CL C 38259P706 211 365 SH   SOLE 200 0 165
GT ADVANCED TECHNOLOGIES INC COM 36191U106 1,088 100,507 SH   SOLE 26,503 0 74,004
HCP INC COM 40414L109 4,938 124,350 SH   SOLE 11,000 0 113,350
HEALTH CARE REIT INC COM 42217K106 5,247 84,120 SH   SOLE 10,000 0 74,120
HOME DEPOT INC COM 437076102 417 4,550 SH   SOLE 0 0 4,550
HOWARD HUGHES CORP COM 44267D107 716 4,775 SH   SOLE 0 0 4,775
INTERNATIONAL BUSINESS MACHS COM 459200101 351 1,850 SH   SOLE 0 0 1,850
ISHARES US HOME CONS ETF 464288752 617 27,450 SH   SOLE 1,500 0 25,950
JETBLUE AIRWAYS CORP COM 477143101 159 15,000 SH   SOLE 15,000 0 0
JOHNSON & JOHNSON COM 478160104 648 6,075 SH   SOLE 0 0 6,075
JPMORGAN CHASE & CO COM 46625H100 915 15,195 SH   SOLE 1,625 0 13,570
KINDER MORGAN INC DEL COM 49456B101 4,468 116,538 SH   SOLE 11,000 0 105,538
LAS VEGAS SANDS CORP COM 517834107 467 7,500 SH   SOLE 2,250 0 5,250
LINKEDIN CORP COM CL A 53578A108 582 2,800 SH   SOLE 0 0 2,800
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,469 31,925 SH   SOLE 2,000 0 29,925
MACYS INC COM 55616P104 378 6,500 SH   SOLE 275 0 6,225
MERCK & CO INC NEW COM 58933Y105 6,075 102,482 SH   SOLE 8,500 0 93,982
MGM RESORTS INTERNATIONAL COM 552953101 299 13,125 SH   SOLE 1,000 0 12,125
MICRON TECHNOLOGY INC COM 595112103 558 16,275 SH   SOLE 325 0 15,950
MICROSOFT CORP COM 594918104 1,397 30,136 SH   SOLE 6,452 0 23,684
MORGAN STANLEY COM NEW 617446448 353 10,225 SH   SOLE 750 0 9,475
MOSAIC CO NEW COM 61945C103 253 5,700 SH   SOLE 0 0 5,700
NATIONAL OILWELL VARCO INC COM 637071101 675 8,865 SH   SOLE 0 0 8,865
NETFLIX INC COM 64110L106 1,060 2,350 SH   SOLE 0 0 2,350
NEWMONT MINING CORP COM 651639106 554 24,050 SH   SOLE 0 0 24,050
NOVARTIS A G SPONSORED ADR 66987V109 2,967 31,525 SH   SOLE 2,500 0 29,025
NUANCE COMMUNICATIONS INC COM 67020Y100 231 15,000 SH   SOLE 15,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 429 6,500 SH   SOLE 0 0 6,500
NXP SEMICONDUCTORS N V COM N6596X109 320 4,675 SH   SOLE 550 0 4,125
OCEANEERING INTL INC COM 675232102 5,353 82,135 SH   SOLE 3,000 0 79,135
ORACLE CORP COM 68389X105 823 21,500 SH   SOLE 0 0 21,500
PAREXEL INTL CORP COM 699462107 246 3,900 SH   SOLE 300 0 3,600
PENNEY J C INC COM 708160106 157 15,650 SH   SOLE 2,900 0 12,750
PFIZER INC COM 717081103 4,969 168,043 SH   SOLE 19,000 0 149,043
PHILLIPS 66 COM 718546104 381 4,680 SH   SOLE 0 0 4,680
POTASH CORP SASK INC COM 73755L107 506 14,650 SH   SOLE 0 0 14,650
PRICELINE GRP INC COM NEW 741503403 658 568 SH   SOLE 0 0 568
PROCTER & GAMBLE CO COM 742718109 281 3,350 SH   SOLE 0 0 3,350
PROSHARES TR ULTRAPRO SHORT S 74348A442 447 9,850 SH   SOLE 225 0 9,625
PROSHARES TR II ULT VIX SHRT TRM 74347W346 415 14,000 SH   SOLE 1,875 0 12,125
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 213 3,150 SH   SOLE 0 0 3,150
REGAL ENTMT GROUP CL A 758766109 3,279 164,950 SH   SOLE 15,000 0 149,950
ROWAN COMPANIES PLC SHS CL A G7665A101 782 30,910 SH   SOLE 0 0 30,910
RYDER SYS INC COM 783549108 3,590 39,900 SH   SOLE 5,500 0 34,400
SANOFI SPONSORED ADR 80105N105 4,779 84,690 SH   SOLE 7,500 0 77,190
SCHLUMBERGER LTD COM 806857108 7,890 77,592 SH   SOLE 5,000 0 72,592
SEADRILL LIMITED SHS G7945E105 3,773 140,990 SH   SOLE 14,000 0 126,990
SIGA TECHNOLOGIES INC COM 826917106 148 102,300 SH   SOLE 0 0 102,300
SILVER WHEATON CORP COM 828336107 223 11,200 SH   SOLE 0 0 11,200
SPDR GOLD TRUST GOLD SHS 78463V107 1,088 9,360 SH   SOLE 0 0 9,360
STARWOOD PPTY TR INC COM 85571B105 220 10,000 SH   SOLE 0 0 10,000
SUNCOR ENERGY INC NEW COM 867224107 449 12,420 SH   SOLE 0 0 12,420
SUNEDISON INC COM 86732Y109 430 22,750 SH   SOLE 9,650 0 13,100
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 227 9,850 SH   SOLE 1,300 0 8,550
TEREX CORP NEW COM 880779103 4,210 132,500 SH   SOLE 12,500 0 120,000
TESLA MTRS INC COM 88160R101 854 3,520 SH   SOLE 0 0 3,520
TEXTRON INC COM 883203101 3,903 108,450 SH   SOLE 13,500 0 94,950
TRANSOCEAN LTD REG SHS H8817H100 259 8,112 SH   SOLE 0 0 8,112
TWITTER INC COM 90184L102 967 18,745 SH   SOLE 6,625 0 12,120
UBIQUITI NETWORKS INC COM 90347A100 244 6,500 SH   SOLE 0 0 6,500
UNDER ARMOUR INC CL A 904311107 1,844 26,683 SH   SOLE 475 0 26,208
UNITED CONTL HLDGS INC COM 910047109 797 17,025 SH   SOLE 2,025 0 15,000
UNIVERSAL HEALTH RLTY INCM T SH BEN INT 91359E105 200 4,800 SH   SOLE 0 0 4,800
VERIZON COMMUNICATIONS INC COM 92343V104 1,690 33,812 SH   SOLE 0 0 33,812
WEATHERFORD INTL PLC ORD SHS G48833100 1,456 69,980 SH   SOLE 0 0 69,980
WHOLE FOODS MKT INC COM 966837106 788 20,690 SH   SOLE 100 0 20,590
YAHOO INC COM 984332106 782 19,194 SH   SOLE 1,481 0 17,713
YUM BRANDS INC COM 988498101 5,433 75,475 SH   SOLE 6,000 0 69,475
YY INC ADS REPCOM CLA 98426T106 393 5,250 SH   SOLE 475 0 4,775
ZYNGA INC CL A 98986T108 108 40,000 SH   SOLE 40,000 0 0