The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON.COM INC | COM | 023135106 | 22,571 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 22,434 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 20,594 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 18,163 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NOVARTIS A G | SPONSORED ADR | 66987V109 | 16,943 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 15,292 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 14,781 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 14,460 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 14,105 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 13,508 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CORE MARK HOLDING CO INC | COM | 218681104 | 13,260 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KNIGHT TRANSN INC | COM | 499064103 | 12,326 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 12,009 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| LIFEPOINT HOSPITALS INC | COM | 53219L109 | 11,762 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| AIXTRON SE | SPONSORED ADR | 009606104 | 11,726 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 10,594 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | 10,220 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 941053100 | 9,704 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UNITED CONTL HOLDGS INC | COM | 910047109 | 9,358 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 9,332 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 9,205 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC | COM | 620071100 | 8,163 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 7,265 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD* | Equity | 745915108 | 6,921 | 959,000 | SH | SOLE | 959,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 6,554 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 6,528 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AIR METHODS CORP | COM PAR $.06 | 009128307 | 6,222 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 6,068 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| PACIFIC ETHANOL INC | COM PAR $.001 | 69423U305 | 5,584 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 5,530 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| KENNEDY-WILSON HLDGS INC | COM | 489398107 | 5,032 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 4,937 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 3,893 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 3,278 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| STAG INDL INC | COM | 85254J102 | 3,107 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| HEARTLAND EXPRESS INC | COM | 422347104 | 2,396 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TECHTARGET | COM | 87874R100 | 279 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||