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
ACADIA PHARMACEUTICALS INC COM 004225108 4,866 200,000 SH   SOLE   200,000 0 0
APOLLO INVESTMENT CORP COM 03761U106 4,986 600,000 SH   SOLE   600,000 0 0
AMERICAN RESIDENTIAL PPTYS INC COM COM 02927E303 3,596 200,000 SH   SOLE   200,000 0 0
BASIC ENERGY SERVICES INC COM 06985P100 4,660 170,000 SH   SOLE   170,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 2,879 70,000 SH   SOLE   70,000 0 0
CHICAGO BRIDGE & IRON CO NV COM 167250109 2,615 30,000 SH   SOLE   30,000 0 0
C&J ENERGY SVCS INC COM COM 12467B304 2,333 80,000 SH   SOLE   80,000 0 0
COLONY FINANCIAL INC COM 19624R106 7,683 350,000 SH   SOLE   350,000 0 0
SPANSION INC COM 84649R200 1,934 111,000 SH   SOLE   111,000 0 0
CABOT OIL & GAS CORP COM COM 127097103 7,623 225,000 SH   SOLE   225,000 0 0
CAPSTONE TURBINE CORP COM 14067D102 3,727 1,749,901 SH   SOLE   1,749,901 0 0
CANADIAN SOLAR INC COM 136635109 4,005 125,000 SH   SOLE   125,000 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 3,347 50,000 SH   SOLE   50,000 0 0
DYCOM INDUSTRIES INC COM 267475101 158 5,000 SH   SOLE   5,000 0 0
EBAY INC COM COM 278642103 2,486 45,000 SH   SOLE   45,000 0 0
EOG RES INC COM COM 26875P101 1,962 10,000 SH   SOLE   10,000 0 0
FLUOR CORP COM 343412102 1,555 20,000 SH   SOLE   20,000 0 0
HALLIBURTON CO COM COM 406216101 7,361 125,000 SH   SOLE   125,000 0 0
HALLIBURTON CO COM COM 406216901 3,053 3,000 SH Call SOLE   1,000 0 0
HANNON ARMSTRONG SUST INFR CAP COM COM 41068X100 527 36,693 SH   SOLE   36,693 0 0
INTERNATIONAL PAPER CO COM 460146103 2,294 50,000 SH   SOLE   50,000 0 0
KBR INC COM 48242W106 8,004 300,000 SH   SOLE   300,000 0 0
KLA-TENCOR CORP COM 482480100 3,457 50,000 SH   SOLE   50,000 0 0
QUICKSILVER RESOURCES INC COM 74837R104 332 126,115 SH   SOLE   126,115 0 0
LENNAR CORP COM 526057104 7,924 200,000 SH   SOLE   200,000 0 0
LAM RESEARCH CORP COM 512807108 11,000 200,000 SH   SOLE   200,000 0 0
LAM RESEARCH CORP COM 512807908 102 1,000 SH Call SOLE   1,000 0 0
LTX-CREDENCE CORP COM 502403207 415 46,544 SH   SOLE   46,544 0 0
MRC GLOBAL INC COM COM 55345K103 2,696 100,000 SH   SOLE   100,000 0 0
MASTEC INC COM 576323109 8,688 200,000 SH   SOLE   200,000 0 0
PETROQUEST ENERGY INC COM 716748108 1,594 279,700 SH   SOLE   279,700 0 0
QUANTA SERVICES INC COM 74762E102 2,768 75,000 SH   SOLE   75,000 0 0
RESOLUTE ENERGY CORP COM 76116A108 5,040 700,000 SH   SOLE   700,000 0 0
RPC INC COM 749660106 3,063 150,000 SH   SOLE   150,000 0 0
ROSETTA RESOURCES INC COM COM 777779307 5,823 125,000 SH   SOLE   125,000 0 0
U S SILICA HLDGS INC COM COM 90346E103 9,543 250,000 SH   SOLE   250,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 3,086 90,000 SH   SOLE   90,000 0 0
SUNEDISON INC COM COM 86732Y109 24,115 1,280,000 SH   SOLE   1,280,000 0 0
SOUTHWESTERN ENERGY CO COM COM 845467109 4,601 100,000 SH   SOLE   100,000 0 0
TERADYNE INC COM 880770102 3,481 175,000 SH   SOLE   175,000 0 0
TEREX CORP COM 880779103 2,215 50,000 SH   SOLE   50,000 0 0
TIBCO SOFTWARE INC COM 88632Q103 2,032 100,000 SH   SOLE   100,000 0 0
TANGOE INC COM COM 87582Y108 2,789 150,000 SH   SOLE   150,000 0 0
ULTRA PETROLEUM CORP COM 903914109 4,034 150,000 SH   SOLE   150,000 0 0
UNITED RENTALS INC COM COM 911363109 9,494 100,000 SH   SOLE   100,000 0 0