The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| BONANZA CREEK ENERGY INC COM | COM | 97793103 | 4,563 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Buffalo Wild Wings Inc | COM | 119848109 | 4,074 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| Colony Financial Inc | CL A | 19624R106 | 4,530 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 8,797 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Crane Co | COM | 224399105 | 3,817 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Canadian Solar Inc | COM | 136635109 | 5,720 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Cypress Semiconductor Corp | COM | 232806109 | 2,940 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Deckers Outdoor Corp | COM | 243537107 | 5,758 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Eagle Materials Inc | COM | 26969P108 | 1,145 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Express Inc | COM | 30219E103 | 906 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Freeport-McMoRan Copper & Gold Inc | CL B | 35671D857 | 5,586 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FIREEYE INC COM | COM | 31816Q101 | 6,114 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Finish Line Inc/The | CL A | 317923100 | 4,869 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Finisar Corp | COM | 31787A507 | 1,340 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Fortinet Inc | COM | 34959E109 | 8,266 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GAP INC DEL COM | COM | 364760108 | 5,726 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GARMIN LTD SHS | SHS | H2906T109 | 4,393 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HUNTSMAN CORP COM | COM | 447011107 | 4,966 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| JinkoSolar Holding Co Ltd | SPON ADR | 47759T100 | 5,904 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Lam Research Corp | COM | 512807108 | 8,135 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MasTec Inc | COM | 576323109 | 7,948 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Men's Wearhouse Inc/The | COM | 587118100 | 8,009 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Mueller Water Products Inc | COM | 624758108 | 2,730 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Nucor Corp | COM | 670346105 | 4,407 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PennyMac Mortgage Investment Trust | COM | 70931T103 | 2,789 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| Quanta Services Inc | COM | 74762E102 | 7,205 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Red Robin Gourmet Burgers Inc | COM | 75689M101 | 5,149 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Stone Energy Corp | COM | 861642106 | 2,203 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| U S SILICA HLDGS INC COM | COM | 90346E103 | 1,028 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Synchronoss Technologies Inc | COM | 87157B103 | 5,611 | 122,700 | SH | SOLE | 122,700 | 0 | 0 | ||
| SUNEDISON INC COM | COM | 86732Y109 | 14,955 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Trina Solar Ltd. Spon ADR | SPON ADR | 89628E104 | 5,820 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Union Pacific Corp | COM | 907818108 | 1,431 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| UNITED RENTALS INC COM | COM | 911363109 | 7,886 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| VIVINT SOLAR INC COM | COM | 92854Q106 | 2,434 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Wendy's Company | COM | 95058W100 | 3,384 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||