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
ACTUATE CORP COM 00508B102 5,293 686,447 SH   SOLE   375,550 0 310,897
AMAZON COM INC COM 023135106 1,515 3,800 SH Put SOLE   600 0 3,200
APPLE INC COM 037833100 6,853 12,216 SH   SOLE   5,460 0 6,756
APPLE INC COM 037833100 8,976 16,000 SH Call SOLE   10,300 0 5,700
CHESAPEAKE ENERGY CORP COM 165167107 6,831 251,700 SH   SOLE   132,600 0 119,100
CHESAPEAKE ENERGY CORP COM 165167107 679 25,000 SH Call SOLE   16,300 0 8,700
COMSTOCK RES INC COM NEW 205768203 5,220 285,410 SH   SOLE   153,400 0 132,010
DELTA AIR LINES INC DEL COM NEW 247361702 2,336 85,028 SH   SOLE   45,600 0 39,428
DIRECTV COM 25490A309 1,821 26,362 SH   SOLE   16,000 0 10,362
ENSCO PLC SHS CLASS A G3157S106 1,287 22,500 SH   SOLE   12,100 0 10,400
HOLLYFRONTIER CORP COM 436106108 2,981 60,000 SH   SOLE   32,960 0 27,040
JETBLUE AIRWAYS CORP COM 477143101 427 50,000 SH   SOLE   26,800 0 23,200
LULULEMON ATHLETICA INC COM 550021109 590 10,000 SH Put SOLE   6,400 0 3,600
MICRON TECHNOLOGY INC COM 595112103 7,259 333,750 SH   SOLE   179,200 0 154,550
MICRON TECHNOLOGY INC COM 595112103 1,088 50,000 SH Call SOLE   32,200 0 17,800
NEWFIELD EXPL CO COM 651290108 6,055 245,838 SH   SOLE   132,400 0 113,438
NXP SEMICONDUCTORS NV COM N6596X109 8,278 180,238 SH   SOLE   106,600 0 73,638
QLOGIC CORP COM 747277101 1,451 122,617 SH   SOLE   68,400 0 54,217
SALESFORCE COM INC COM 79466L302 1,656 30,000 SH Put SOLE   18,400 0 11,600
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,102 251,107 SH   SOLE   133,600 0 117,507
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,465 43,900 SH Call SOLE   28,400 0 15,500
SUNPOWER CORP COM 867652406 2,971 99,664 SH   SOLE   57,000 0 42,664
TELENAV INC COM 879455103 3,804 577,208 SH   SOLE   234,698 0 342,510
TESLA MTRS INC COM 88160R101 1,482 9,850 SH   SOLE   9,850 0 0
T-MOBILE US INC COM 872590104 7,958 236,568 SH   SOLE   128,350 0 108,218
WESTERN DIGITAL CORP COM 958102105 11,013 131,267 SH   SOLE   76,000 0 55,267
XO GROUP INC COM 983772104 571 38,416 SH   SOLE   20,898 0 17,518