The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACADIA PHARM | COM | 004225108 | 4,373 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| AEROPOSTALE COM STK | COM | 007865108 | 909 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN RESIDENTIAL PROPERTIES | COM | 02927E303 | 2,574 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ANN INC COM STK | COM | 035623107 | 4,570 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ARRIS GROUP INC COM STK | COM | 04270V106 | 3,894 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ARUBA NETWORK INC | COM | 043176106 | 4,028 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP COM STK | COM | 127097103 | 7,752 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CANADIAN SOLAR INC | COM | 136635109 | 3,728 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CAPSTONE TURBINE CORP COM STK | COM | 14067D102 | 2,257 | 1,749,901 | SH | SOLE | 1,749,901 | 0 | 0 | ||
| COLONY FINANCIAL INC | COM | 19624R106 | 6,087 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COMSTOCK RES INC COM STK | COM | 205768203 | 640 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| D.R. HORTON INC COM STK | COM | 23331A109 | 2,232 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DIGITAL REALTY TRUST INC | COM | 253868103 | 7,368 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DRESSER-RAND GROUP INC COM | COM | 261608103 | 2,385 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC COM STK | COM | 267475101 | 695 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| EBAY INC COM STK | COM | 278642103 | 2,469 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| EOG RES INC COM STK | COM | 26875P101 | 1,678 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| FORD MOTOR COMPANY COM STK | COM | 345370860 | 7,715 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FOREST OIL CORP COM STK | COM | 346091705 | 722 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FREEPORT MCMORAN COPPER & GOLD COM | COM | 35671D857 | 7,548 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GAP INC COM STK | COM | 364760108 | 3,908 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GENERAL ELECTRIC CO COM STK | COM | 369604103 | 5,606 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HERCULES OFFSHORE INC COM STK | COM | 427093109 | 978 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INTERNATIONAL PAPER CO COM STK | COM | 460146103 | 2,452 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| INTL BUSINESS MACHS CORP COM | COM | 459200101 | 938 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| INVESCO MORTGAGE CAPITAL | COM | 46131B100 | 1,468 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| KLA-TENCOR CORP COM STK | COM | 482480100 | 3,223 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LAM RESH CORP COM STK | COM | 512807108 | 5,445 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LEAPFROG ENTERPRISES INC CL A COM STK | COM | 52186N106 | 993 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LENNAR CORP CL A COM STK | COM | 526057104 | 7,912 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LTX-CREDENCE CORP COM STK | COM | 502403207 | 2,797 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| LyondellBasell Industries NV Ordinary Sh | COM | N53745100 | 7,225 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| MACYS INC COM STK | COM | 55616P104 | 2,670 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MASTEC INC COM STK | COM | 576323109 | 6,544 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MFA FINANCIAL INC COM STK | COM | 55272X102 | 1,059 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ORACLE CORP COM STK | COM | 68389X105 | 383 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PENN WEST PETROLEUM LTD COM STK | COM | 707887105 | 4,180 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PLUM CREEK TIMBER COMPANY INC COM REIT | COM | 729251108 | 9,302 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| POTLATCH HOLDINGS INC COM | COM | 737630103 | 1,044 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| QUANTA SVCS INC COM STK | COM | 74762E102 | 2,367 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| RESOLUTE ENERGY CORP COM STK | COM | 76116A108 | 4,327 | 479,172 | SH | SOLE | 479,172 | 0 | 0 | ||
| SOLAZYME INC | COM | 83415T101 | 2,178 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO DELAWARE COM STK | COM | 845467109 | 1,967 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPANSION INC CL A | COM | 84649R200 | 1,542 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| SUNEDISON INC COM STK | COM | 86732Y109 | 16,704 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
| SUPERIOR ENERGY SVCS INC COM STK | COM | 868157108 | 5,322 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SYNCHRONOSS TECHNOLOGIES INC COM STK | COM | 87157B103 | 2,175 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TANGOE INC/CT | COM | 87582Y108 | 2,341 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| TEREX CORP NEW COM STK | COM | 880779103 | 2,100 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TIBCO SOFTWARE INC COM STK | COM | 88632Q103 | 1,124 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TWO HARBORS INVESTMENT CORP | COM | 90187B101 | 464 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TYSON FOODS INC CL A COM STK | COM | 902494103 | 5,019 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ULTRA PETROLEUM CORPCOM | COM | 903914109 | 2,490 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| UNITED RENTALS INC COM STK | COM | 911363109 | 7,795 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| US BANCORP COM | COM | 902973304 | 4,040 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WEYERHAEUSER CO COM STK | COM | 962166104 | 2,210 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||