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
AGIOS PHARMACEUTICALS INC COM 00847X104 2,454 40,000 SH   SOLE   40,000 0 0
ALEXION PHARMACEUTICALS COM 015351109 8,279 49,926 SH   SOLE   49,926 0 0
ALIBABA GROUP HOLDING-SP ADR COM 01609W102 2,310 26,000 SH   SOLE   26,000 0 0
APPLE COMPUTER INC COM 037833100 12,033 119,435 SH   SOLE   119,435 0 0
AT&T CORP COM 00206R102 17,476 495,924 SH   SOLE   495,924 0 0
BIOGEN IDEC COM 09062X103 46,282 139,906 SH   SOLE   139,906 0 0
CANADIAN SOLAR INC COM 136635109 13,054 364,941 SH   SOLE   364,941 0 0
CARRIZO OIL AND GAS COM 144577103 10,635 197,607 SH   SOLE   197,607 0 0
CELGENE COM 151020104 7,282 76,835 SH   SOLE   76,835 0 0
COLGATE PALMOLIVE COM 194162103 12,970 198,859 SH   SOLE   198,859 0 0
COMMUNITY HEALTH SYSTEMS COM 203668108 8,218 150,000 SH   SOLE   150,000 0 0
CONCHO RESOURCES INC COM 20605P101 11,973 95,490 SH   SOLE   95,490 0 0
CONTINENTAL BUILDING PRODUCT COM 211171103 4,802 328,926 SH   SOLE   328,926 0 0
DELEK US HOLDINGS INC COM 246647101 4,779 144,290 SH   SOLE   144,290 0 0
EMERSON ELECTRIC CO COM 291011104 13,072 208,885 SH   SOLE   208,885 0 0
EVERCORE PARTNERS INC-CL A COM 29977A105 14,972 318,550 SH   SOLE   318,550 0 0
FACEBOOK COM 30303M102 9,353 118,333 SH   SOLE   118,333 0 0
FIRST SOLAR COM 336433107 12,992 197,424 SH   SOLE   197,424 0 0
FREESCALE SEMICONDUCTOR CORP COM G3727Q101 8,439 432,084 SH   SOLE   432,084 0 0
GOLDMAN SACHS COM 38141G104 8,452 46,040 SH   SOLE   46,040 0 0
HOSPITAL CORP AMER CL A COM 40412C101 18,775 266,232 SH   SOLE   266,232 0 0
JINKOSOLAR HOLDING CO COM 47759T100 10,713 389,692 SH   SOLE   389,692 0 0
JUMEI INTERNATIONAL-ADR COM 48138L107 5,525 235,298 SH   SOLE   235,298 0 0
KIMBERLY CLARK COM 494368103 10,696 99,430 SH   SOLE   99,430 0 0
KRAFT FOODS GROUP INC COM 50076Q106 8,678 153,860 SH   SOLE   153,860 0 0
LAZARD LTD COM G54050102 18,848 371,751 SH   SOLE   371,751 0 0
MERCK & CO INC COM 58933Y105 17,595 296,817 SH   SOLE   296,817 0 0
MORGAN STANLEY COM 617446448 11,643 336,795 SH   SOLE   336,795 0 0
NXP SEMICONDUCTORS COM N6596X109 12,314 179,946 SH   SOLE   179,946 0 0
PARKERVISION INC COM 701354102 2,137 1,874,932 SH   SOLE   1,874,932 0 0
PEPSICO INC COM 713448108 9,256 99,430 SH   SOLE   99,430 0 0
PIONEER NATURAL RESOURCES CO. COM 723787107 7,879 40,000 SH   SOLE   40,000 0 0
PRICELINE.COM COM 741503403 44,381 38,306 SH   SOLE   38,306 0 0
PTC INC COM 69370C100 13,100 355,009 SH   SOLE   355,009 0 0
REGENERON PHARMACEUTICAL COM 75886F107 9,345 25,922 SH   SOLE   25,922 0 0
SPY PROSHARES ULTRA COM 74347R107 471 4,000 SH   SOLE   4,000 0 0
TENET HEALTHCARE CORP COM 88033G407 15,819 266,359 SH   SOLE   266,359 0 0
TEREX CORP COM 880779103 7,435 234,019 SH   SOLE   234,019 0 0
U S G CORPORATION COM 903293405 8,522 310,000 SH   SOLE   310,000 0 0
UNITED TECHNOLOGIES COM 913017109 14,564 137,917 SH   SOLE   137,917 0 0
UNIVERSAL HEALTH SVCS COM 913903100 15,256 145,992 SH   SOLE   145,992 0 0
VERIZON COMMUNICATIONS COM 92343V104 17,682 353,708 SH   SOLE   353,708 0 0
VIACOM CLASS B COM 92553P201 5,478 71,197 SH   SOLE   71,197 0 0
XYLEM INC COM 98419M100 9,959 280,610 SH   SOLE   280,610 0 0