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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON.COM INCCOM0231351061,7042,521SH SOLE 2,52100
ATLASSIAN CORP PLCCL AG0624210490230,000SH SOLE 30,00000
BASIC ENERGY SERVICES INCCOM06985P1008030,000SH SOLE 30,00000
BECTON DICKINSON & COCOM0758871096474,198SH SOLE 4,19800
BILL BARRETT CORPCOM06846N1041,428363,274SH SOLE 363,27400
BONANZA CREEK ENERGY INCCOM0977931034,000759,000SH SOLE 759,00000
BROOKDALE SENIOR LIVING INCCOM1124631048,216445,045SH SOLE 445,04500
BROOKDALE SENIOR LIVING INCCOM1124639041,846100,000SHCallSOLE 100,00000
BROOKDALE SENIOR LIVING INCCOM1124639041,846100,000SHCallSOLE 100,00000
CALLIDUS SOFTWARE INCCOM13123E5001,02155,000SH SOLE 55,00000
CONTINENTAL RESOURCES INC/OKCOM21201510173331,889SH SOLE 31,88900
COSTAR GROUP INCCOM22160N1098274,000SH SOLE 4,00000
DENBURY RESOURCES INCCOM NEW247916208334165,445SH SOLE 165,44500
DEVON ENERGY CORP NEWCOM25179M9032,24070,000SHCallSOLE 70,00000
DEVON ENERGY CORP NEWCOM25179M1031,82457,003SH SOLE 57,00300
ECLIPSE RESOURCES CORPCOM27890G1001,327728,955SH SOLE 728,95500
EP ENERGY CORPORATIONCL A2687851022,511573,250SH SOLE 573,25000
EP ENERGY CORPORATIONCL A268785902438100,000SHCallSOLE 100,00000
GENESIS HEALTHCARE INCCL A COM37185X1069,9322,862,168SH SOLE 2,862,16800
GLOBALSTAR INCCOM3789734082,2361,552,710SH SOLE 1,552,71000
GLOBALSTAR INCCOM378973908576400,000SHCallSOLE 400,00000
HALCON RES CORPCOM PAR40537Q50610180,000SH SOLE 80,00000
HDFC BANK LTDADRS40415F10192415,000SH SOLE 15,00000
INPHI CORPCOM45772F10767525,000SH SOLE 25,00000
ISHARES RUSSELL 2000ETF4642876555,67750,407SH SOLE 50,40700
JINKOSOLAR HOLDING CO LTDSPON ADR47759T10069225,000SH SOLE 25,00000
JONES ENERGY INCCOM CL A48019R108462120,000SH SOLE 120,00000
LAREDO PETROLEUM INCCOM5168061062,422303,104SH SOLE 303,10400
LAREDO PETROLEUM INCCOM516806906799100,000SHCallSOLE 100,00000
MODSYS INTERNATIONAL LTDSHSM7037810013,4945,734,755SH SOLE 5,734,75500
NATIONAL STORAGE AFFILIATESCOM SHS BEN IN63787010690752,934SH SOLE 52,93400
NVR INCCOM62944T1051,050639SH SOLE 63900
NXSTAGE MEDICAL INCCOM67072V10365730,000SH SOLE 30,00000
OASIS PETROLEUM INC NEWCOM6742151082,275308,674SH SOLE 308,67400
RED LION HOTELS CORPCOM75676410617,5962,510,105SH SOLE 2,510,10500
SALESFORCE.COM INCCOM79466L3022352,993SH SOLE 2,99300
SANCHEZ ENERGY CORPCOM79970Y1051,451336,666SH SOLE 336,66600
SM ENERGY COMPANYCOM78454L90039320,000SHCallSOLE 20,00000
SM ENERGY COMPANYCOM78454L1001,66884,845SH SOLE 84,84500
SPDR S&P 500 ETF TRUSTTR UNIT78462F1032,77113,590SH SOLE 13,59000
SPDR SERIES TRUSTS&P OILGAS EXP78464A9003,025100,100SHCallSOLE 100,10000
STARWOOD PROPERTY TRUST INCCOM85571B10523611,474SH SOLE 11,47400
US SILICA HOLDINGS INCCOM90346E1031658,827SH SOLE 8,82700
VEEVA SYSTEMS INCCL A COM92247510849017,000SH SOLE 17,00000
WHITING PETROLEUM CORP NEWCOM9663871021,929204,386SH SOLE 204,38600