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 958 200,847 SH   SOLE   113,450 0 87,397
AMAZON COM INC COM 023135106 6,366 19,600 SH Put SOLE   12,500 0 7,100
APPLE INC COM 037833100 5,767 62,062 SH   SOLE   25,900 0 36,162
APPLE INC COM 037833100 7,611 81,900 SH Call SOLE   52,500 0 29,400
CABOT OIL & GAS CORP COM 127097103 5,036 147,500 SH   SOLE   78,600 0 68,900
CHESAPEAKE ENERGY CORP COM 165167107 7,823 251,700 SH   SOLE   133,100 0 118,600
COMSTOCK RES INC COM NEW 205768203 6,789 235,394 SH   SOLE   127,000 0 108,394
DELTA AIR LINES INC DEL COM NEW 247361702 7,106 183,528 SH   SOLE   99,100 0 84,428
ENSCO PLC SHS CLASS A G3157S106 3,015 54,253 SH   SOLE   28,970 0 25,283
FOREST OIL CORP COM PAR $0.01 346091705 1,346 590,200 SH   SOLE   321,300 0 268,900
HOLLYFRONTIER CORP COM 436106108 2,971 68,000 SH   SOLE   37,060 0 30,940
JETBLUE AIRWAYS CORP COM 477143101 2,788 256,924 SH   SOLE   137,940 0 118,984
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,653 37,635 SH   SOLE   20,570 0 17,065
LULULEMON ATHLETICA INC COM 550021109 405 10,000 SH Put SOLE   6,400 0 3,600
MICRON TECHNOLOGY INC COM 595112103 12,066 366,200 SH   SOLE   190,700 0 175,500
MICRON TECHNOLOGY INC COM 595112103 1,648 50,000 SH Call SOLE   32,200 0 17,800
NEWFIELD EXPL CO COM 651290108 6,954 157,338 SH   SOLE   84,900 0 72,438
NXP SEMICONDUCTORS N V COM N6596X109 1,570 23,730 SH   SOLE   14,000 0 9,730
SALESFORCE COM INC COM 79466L302 4,124 71,000 SH Put SOLE   41,400 0 29,600
SEAGATE TECHNOLOGY PLC SHS G7945M107 8,869 156,087 SH   SOLE   86,300 0 69,787
SUNPOWER CORP COM 867652406 3,691 90,064 SH   SOLE   45,100 0 44,964
TELENAV INC COM 879455103 3,030 532,536 SH   SOLE   206,298 0 326,238
T-MOBILE US INC COM 872590104 4,827 143,568 SH   SOLE   77,050 0 66,518
UBIQUITI NETWORKS INC COM 90347A100 4,230 93,600 SH   SOLE   51,000 0 42,600
WESTERN DIGITAL CORP COM 958102105 12,041 130,459 SH   SOLE   69,300 0 61,159
WESTERN DIGITAL CORP COM 958102105 2,308 25,000 SH Call SOLE   15,900 0 9,100