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
ALEXION PHARMACEUTICALS COM 015351109 12,494 67,526 SH   SOLE   67,526 0 0
ALIBABA GROUP HOLDING-SP ADR COM 01609W102 20,908 201,159 SH   SOLE   201,159 0 0
AMGEN INC COM 031162100 16,715 104,940 SH   SOLE   104,940 0 0
APPLE COMPUTER INC COM 037833100 20,276 183,693 SH   SOLE   183,693 0 0
BAIDU.COM INC COM 056752108 7,052 30,937 SH   SOLE   30,937 0 0
BIOGEN IDEC COM 09062X103 39,650 116,808 SH   SOLE   116,808 0 0
CANADIAN SOLAR INC COM 136635109 11,602 479,646 SH   SOLE   479,646 0 0
CARRIZO OIL AND GAS COM 144577103 5,272 126,753 SH   SOLE   126,753 0 0
CELGENE COM 151020104 17,689 158,142 SH   SOLE   158,142 0 0
COMMUNITY HEALTH SYSTEMS COM 203668108 10,766 199,669 SH   SOLE   199,669 0 0
CONCHO RESOURCES INC COM 20605P101 5,301 53,149 SH   SOLE   53,149 0 0
CONTINENTAL BUILDING PRODUCT COM 211171103 5,544 312,717 SH   SOLE   312,717 0 0
CONTINENTAL RESOURCES COM 212015101 5,278 137,592 SH   SOLE   137,592 0 0
CUMMINS INC COM 231021106 9,844 68,286 SH   SOLE   68,286 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,310 88,833 SH   SOLE   88,833 0 0
DRYSHIPS COM Y2109Q101 10 10,000 SH   SOLE   10,000 0 0
EMERSON ELECTRIC CO COM 291011104 14,262 231,051 SH   SOLE   231,051 0 0
EVERCORE PARTNERS INC-CL A COM 29977A105 16,381 312,797 SH   SOLE   312,797 0 0
FACEBOOK COM 30303M102 8,719 111,755 SH   SOLE   111,755 0 0
FIRST SOLAR COM 336433107 9,265 207,781 SH   SOLE   207,781 0 0
FORWARD PHARMA A/S-ADR COM 34986J105 3,616 173,622 SH   SOLE   173,622 0 0
GOLDMAN SACHS COM 38141G104 12,920 66,660 SH   SOLE   66,660 0 0
GOOGLE CLASS A COM 38259P508 10,407 19,612 SH   SOLE   19,612 0 0
HONEYWELL INTERNATIONAL COM 438516106 7,724 77,309 SH   SOLE   77,309 0 0
HOSPITAL CORP AMER CL A COM 40412C101 13,757 187,458 SH   SOLE   187,458 0 0
IAMGOLD COM 450913108 62 23,000 SH   SOLE   23,000 0 0
JA SOLAR HOLDINGS COM 466090206 1,729 211,357 SH   SOLE   211,357 0 0
JINKOSOLAR HOLDING CO COM 47759T100 10,995 557,857 SH   SOLE   557,857 0 0
LAZARD LTD COM G54050102 16,859 336,989 SH   SOLE   336,989 0 0
MEMORIAL RESOURCE DEVELOPMEN COM 58605Q109 2,484 137,774 SH   SOLE   137,774 0 0
MICHAEL KORS HOLDINGS LTD COM G60754101 8,205 109,265 SH   SOLE   109,265 0 0
MOHAWK INDUSTRIES INC COM 608190104 12,069 77,685 SH   SOLE   77,685 0 0
MORGAN STANLEY COM 617446448 13,851 357,005 SH   SOLE   357,005 0 0
NXP SEMICONDUCTORS COM N6596X109 7,591 99,364 SH   SOLE   99,364 0 0
PRICELINE.COM COM 741503403 47,106 41,314 SH   SOLE   41,314 0 0
PROSHARES SHORT QQQ COM 74347R602 475 8,000 SH   SOLE   8,000 0 0
PTC INC COM 69370C100 13,399 365,606 SH   SOLE   365,606 0 0
REGENERON PHARMACEUTICAL COM 75886F107 13,500 32,908 SH   SOLE   32,908 0 0
RESTORATION HARDWARE HOLDING COM 761283100 389 4,055 SH   SOLE   4,055 0 0
S&P DEPOSIT RECEIPT COM 78462F103 1,541 7,500 SH   SOLE   7,500 0 0
SPY PROSHARES ULTRA COM 74347R107 256 2,000 SH   SOLE   2,000 0 0
SUNEDISON INC COM 86732Y109 11,762 602,886 SH   SOLE   602,886 0 0
SUNPOWER CORP COM 867652406 7,880 305,091 SH   SOLE   305,091 0 0
TAIWAN SEMICONDUCTOR COM 874039100 13,274 593,151 SH   SOLE   593,151 0 0
TENET HEALTHCARE CORP COM 88033G407 12,904 254,675 SH   SOLE   254,675 0 0
U S G CORPORATION COM 903293405 10,241 365,887 SH   SOLE   365,887 0 0
UNITED TECHNOLOGIES COM 913017109 11,722 101,931 SH   SOLE   101,931 0 0
UNIVERSAL HEALTH SVCS COM 913903100 15,446 138,829 SH   SOLE   138,829 0 0
XYLEM INC COM 98419M100 12,653 332,373 SH   SOLE   332,373 0 0
YAMANA GOLD COM 98462Y100 46 11,500 SH   SOLE   11,500 0 0