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
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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
GOOGLE CL A ORD CL A 38259P508 20,463 35,000 SH   SOLE   35,000 0 0
GREEN PLAINS INC COM 393222104 19,722 600,000 SH   SOLE   600,000 0 0
DELTA AIR LINES INC DEL COM 247361702 17,424 450,000 SH   SOLE   450,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 15,834 350,000 SH   SOLE   350,000 0 0
GENTHERM INC COM 37253A103 15,558 350,000 SH   SOLE   350,000 0 0
EOG RES INC COM 26875P101 14,023 120,000 SH   SOLE   120,000 0 0
APPLE INC COM 037833100 13,010 140,000 SH   SOLE   140,000 0 0
AMAZON.COM INC COM 023135106 12,991 40,000 SH   SOLE   40,000 0 0
ACUITY BRANDS INC COM 00508Y102 12,443 90,000 SH   SOLE   90,000 0 0
AIXTRON SE SPONSORED ADR 009606104 11,487 790,000 SH   SOLE   790,000 0 0
RANGE RES CORP COM 75281A109 11,304 130,000 SH   SOLE   130,000 0 0
SOUTHWEST AIRLS CO COM 844741108 10,744 400,000 SH   SOLE   400,000 0 0
EXXON MOBIL CORP COM 30231G102 10,068 100,000 SH   SOLE   100,000 0 0
SALIX PHARMACEUTICALS LTD COM 795435106 9,868 80,000 SH   SOLE   80,000 0 0
WASTE CONNECTIONS INC COM 941053100 9,710 200,000 SH   SOLE   200,000 0 0
COSTAR GROUP INC COM 22160N109 9,490 60,000 SH   SOLE   60,000 0 0
SALESFORCE.COM INC COM 79466L302 9,293 160,000 SH   SOLE   160,000 0 0
CORE MARK HOLDINGS CO INC COM 218681104 9,126 200,000 SH   SOLE   200,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109 9,053 100,000 SH   SOLE   100,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,822 200,000 SH   SOLE   200,000 0 0
KNIGHT TRANS INC COM 499064103 8,320 350,000 SH   SOLE   350,000 0 0
UNITED CONTL HOLDINGS INC COM 910047109 8,214 200,000 SH   SOLE   200,000 0 0
HONEYWELL INTL INC COM 438516106 7,436 80,000 SH   SOLE   80,000 0 0
ROBERT HALF INTL INC COM 770323103 7,161 150,000 SH   SOLE   150,000 0 0
WESTERN DIGITAL CORP COM 958102105 6,461 70,000 SH   SOLE   70,000 0 0
DELUXE CORP COM 248019101 6,444 110,000 SH   SOLE   110,000 0 0
THOR INDS INC COM 885160101 5,687 100,000 SH   SOLE   100,000 0 0
KENNEDY WILSON HLDGS INC COM 489398107 5,632 210,000 SH   SOLE   210,000 0 0
MINERALS TECHNOLOGIES INC COM 603158106 5,246 80,000 SH   SOLE   80,000 0 0
TRANSDIGM GROUP INC COM 893641100 5,018 30,000 SH   SOLE   30,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,812 70,000 SH   SOLE   70,000 0 0
AUTONATION INC COM 05329W102 4,774 80,000 SH   SOLE   80,000 0 0
PURE TECHNOLOGIES LTD COM 745915108 4,767 711,400 SH   SOLE   711,400 0 0
PIONEER NAT RES CO COM 723787107 4,596 20,000 SH   SOLE   20,000 0 0
SEAGATE TECHNOLOGY - PLC SHS G7945M107 4,546 80,000 SH   SOLE   80,000 0 0
TASER INTL INC COM 87651B104 4,522 340,000 SH   SOLE   340,000 0 0
VISA INC COM CL A 92826C839 4,214 20,000 SH   SOLE   20,000 0 0
LITHIA MTRS INC CL A 536797103 3,763 40,000 SH   SOLE   40,000 0 0
STAG INDL INC COM 85254J102 3,602 150,000 SH   SOLE   150,000 0 0
ILLUMINA INC COM 452327109 3,571 20,000 SH   SOLE   20,000 0 0
INTERMUNE INC COM 45884X103 3,091 70,000 SH   SOLE   70,000 0 0
SNAPON INC COM 833034101 1,778 15,000 SH   SOLE   15,000 0 0
PATRICK INDS INC COM 703343103 1,655 35,522 SH   SOLE   35,522 0 0