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 PHARMACEUTICALS INC | COM | 004225108 | 7,428 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT CL A | CL A | 02665T306 | 4,645 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| ARES CAPITAL CORP | COM | 04010L103 | 6,464 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ARRIS GROUP INC NEW | COM | 04270V106 | 709 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 3,306 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| BLOOMIN BRANDS INC COM | COM | 094235108 | 1,834 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CALPINE CORP COM NEW | COM | 131347304 | 543 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CANADIAN SOLAR INC | COM | 136635109 | 1,789 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CAPSTONE TURBINE CORP | COM | 14067D102 | 1,980 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| COLONY FINANCIAL INC | COM | 19624R106 | 7,833 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DELTA AIR LINES INC | COM | 247361702 | 7,230 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DR HORTON INC | COM | 23331A109 | 3,591 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | 354 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ENERNOC INC | COM | 292764107 | 1,272 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| EOG RES INC COM | COM | 26875P101 | 2,476 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| EXPRESS INC | COM | 30219E103 | 2,732 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| EXTREME NETWORKS | COM | 30226D106 | 2,156 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| FINISH LINE INC/THE | CL A | 317923100 | 626 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FIREEYE INC COM | COM | 31816Q101 | 2,292 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 1,895 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FRANCESCAS HLDGS CORP COM | COM | 351793104 | 2,786 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 8,715 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 7,161 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| JACOBS ENGINEERING GROUP INC | COM | 469814107 | 2,441 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 3,876 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 1,431 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| KINDER MORGAN INC DEL COM | COM | 49456B101 | 3,834 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| KRISPY KREME DOUGHNUTS INC | COM | 501014104 | 3,861 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 11,205 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 4,854 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD ORD | ORD | G5876H105 | 337 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 9,186 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MATRIX SERVICE CO | COM | 576853105 | 4,824 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| METHANEX CORP COM | COM | 59151K108 | 6,012 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| MUELLER WATER PRODUCTS INC | COM | 624758108 | 1,563 | 188,780 | SH | SOLE | 188,780 | 0 | 0 | ||
| NEKTAR THERAPEUTICS | COM | 640268108 | 3,018 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PACIFIC SUNWEAR OF CALIFORNIA INC | COM | 694873100 | 900 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 3,091 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| QUANTA SERVICES INC | COM | 74762E102 | 3,629 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RED ROBIN GOURMET BURGERS INC | COM | 75689M101 | 3,414 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| RESOLUTE ENERGY CORP | COM | 76116A108 | 3,762 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| RUTH'S HOSPITALITY GROUP INC | COM | 783332109 | 662 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SILVER SPRING NETWORKS INC COM | COM | 82817Q103 | 354 | 36,706 | SH | SOLE | 36,706 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO COM | COM | 845467109 | 3,495 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SPANSION INC | COM | 84649R200 | 2,530 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| SUNEDISON INC COM | COM | 86732Y109 | 24,166 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
| SYNCHRONOSS TECHNOLOGIES INC | COM | 87157B103 | 6,638 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 6,302 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| TEREX CORP | COM | 880779103 | 4,766 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC COM | COM | 882681109 | 2,506 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ULTRA CLEAN HLDGS INC COM | COM | 90385V107 | 3,133 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| WESTPORT INNOVATIONS INC | COM | 960908309 | 788 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||