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 2,824 125,000 SH   SOLE   125,000 0 0
ADVANCED ENERGY INDS INC COM STK COM 007973100 794 41,266 SH   SOLE   41,266 0 0
AXIALL CORPTN COM 05463D100 2,836 60,000 SH   SOLE   60,000 0 0
BASIC ENERGY SERVICES INC COM 06985P100 4,967 170,000 SH   SOLE   170,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 4,615 100,000 SH   SOLE   100,000 0 0
BONANZA CREEK ENERGY INC COM STK COM 097793103 3,431 60,000 SH   SOLE   60,000 0 0
CANADIAN SOLAR INC COM 136635109 4,689 150,000 SH   SOLE   150,000 0 0
CAPSTONE TURBINE CORP COM STK COM 14067D102 2,642 1,749,901 SH   SOLE   1,749,901 0 0
COLONY FINANCIAL INC COM 19624R106 8,127 350,000 SH   SOLE   350,000 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 3,970 50,000 SH   SOLE   50,000 0 0
ENERGY XXI BERMUDA LTD COM STK COM G10082140 5,927 250,810 SH   SOLE   250,810 0 0
EOG RES INC COM COM 26875P101 2,337 20,000 SH   SOLE   20,000 0 0
FIFTH THIRD BANCORP COM STK COM 316773100 2,669 125,000 SH   SOLE   125,000 0 0
FORTINET INC COM 34959E109 1,257 50,000 SH   SOLE   50,000 0 0
GAP INC COM STK COM 364760108 3,326 80,000 SH   SOLE   80,000 0 0
HALLIBURTON CO COM COM 406216101 8,876 125,000 SH   SOLE   125,000 0 0
HANNON ARMSTRONG SUST INFR CAP COM COM 41068X100 1,243 86,693 SH   SOLE   86,693 0 0
HOME DEPOT INC COM STK COM 437076102 6,477 80,000 SH   SOLE   80,000 0 0
HOME DEPOT INC COM STK COM 427076902 158 1,000 SH Call SOLE   1,000 0 0
INTERNATIONAL PAPER CO COM STK COM 460146103 2,524 50,000 SH   SOLE   50,000 0 0
IPASS INC COM STK COM 46261V108 120 100,000 SH   SOLE   100,000 0 0
LAM RESEARCH CORP COM 512807108 13,516 200,000 SH   SOLE   200,000 0 0
MASTEC INC COM 576323109 1,849 60,000 SH   SOLE   60,000 0 0
MAXWELL TECHNOLOGIES INC COM STK COM 577767106 579 38,300 SH   SOLE   38,300 0 0
METHANEX CORP COM 59151K108 3,707 60,000 SH   SOLE   60,000 0 0
MRC GLOBAL INC COM STK COM 55345K103 4,244 150,000 SH   SOLE   150,000 0 0
NEKTAR THERAPEUTICS SHS COM 640268108 3,177 247,850 SH   SOLE   247,850 0 0
PETROQUEST ENERGY INC COM 716748108 3,008 400,000 SH   SOLE   400,000 0 0
PIER 1 IMPORTS INC COM STK COM 720279108 3,082 200,000 SH   SOLE   200,000 0 0
QUANTA SVCS INC COM STK COM 74762E102 2,594 75,000 SH   SOLE   75,000 0 0
RESOLUTE ENERGY CORP COM STK COM 76116A108 6,048 700,000 SH   SOLE   700,000 0 0
REX ENERGY CORP COM 761565100 1,328 75,000 SH   SOLE   75,000 0 0
ROSETTA RESOURCES INC COM STK COM 777779307 7,405 135,000 SH   SOLE   135,000 0 0
RSP PERMIAN INC COM 74978Q105 2,591 79,857 SH   SOLE   79,857 0 0
SILVER SPRING NETWORKS INC COM 78454L100 2,133 160,000 SH   SOLE   160,000 0 0
SM ENERGY CO COM 88632Q103 2,230 26,516 SH   SOLE   26,516 0 0
SPANSION INC CL A COM 84649R200 2,339 111,000 SH   SOLE   111,000 0 0
SUNEDISON INC COM STK COM 86732Y109 28,928 1,280,000 SH   SOLE   1,280,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM STK COM 87157B103 4,720 135,000 SH   SOLE   135,000 0 0
TANGOE INC CT COM 87582Y108 2,259 150,000 SH   SOLE   150,000 0 0
TERADYNE INC COM STK COM 880770102 5,390 275,000 SH   SOLE   275,000 0 0
ULTRA CLEAN HLD COM 90385V107 3,168 350,000 SH   SOLE   350,000 0 0
UMPQUA HOLDINGS CORP COM STK COM 904214103 2,509 140,000 SH   SOLE   140,000 0 0
UNITED RENTALS INC COM STK COM 911363109 10,473 100,000 SH   SOLE   100,000 0 0
ZIONS BANCORPORATION COM STK COM 989701107 2,800 95,000 SH   SOLE   95,000 0 0