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
AIR LEASE CORP CL A 00912X302 4,758 140,343 SH   SOLE   140,343 0 0
ATMEL CORP COM 049513104 986 100,000 SH   SOLE   100,000 0 0
AXCELIS TECHNOLOGIES INC COM 054540109 296 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORP COM 067901108 1,599 150,000 SH   SOLE   150,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,087 100,000 SH   SOLE   100,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 3,327 50,000 SH   SOLE   50,000 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 594 50,000 SH   SOLE   50,000 0 0
CABOT OIL & GAS CORP COM 127097103 473 15,000 SH   SOLE   15,000 0 0
CALGON CARBON CORP COM 129603106 1,550 80,000 SH   SOLE   80,000 0 0
CAMECO CORP COM 13321L108 1,071 75,000 SH   SOLE   75,000 0 0
CENTURY ALUM CO COM 156431108 104 10,000 SH   SOLE   10,000 0 0
CF INDS HLDGS INC COM 125269100 4,821 75,000 SH   SOLE   75,000 0 0
COLONY CAP INC CL A 19624R106 906 40,000 SH   SOLE   40,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,023 71,320 SH   SOLE   71,320 0 0
DIANA SHIPPING INC COM Y2066G104 353 50,000 SH   SOLE   50,000 0 0
EPIRUS BIOPHARMACEUTICALS IN COM 29428P107 286 50,000 SH   SOLE   50,000 0 0
EXACT SCIENCES CORP COM 30063P105 448 15,060 SH   SOLE   15,060 0 0
FIREEYE INC COM 31816Q101 2,935 60,000 SH   SOLE   60,000 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 509 25,513 SH   SOLE   25,513 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 4,133 150,000 SH   SOLE   150,000 0 0
HMS HLDGS CORP COM 40425J101 1,030 60,000 SH   SOLE   60,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 1,172 54,000 SH   SOLE   54,000 0 0
JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 2,970 120,000 SH   SOLE   120,000 0 0
KAR AUCTION SVCS INC COM 48238T109 2,805 75,000 SH   SOLE   75,000 0 0
L BRANDS INC COM 501797104 1,715 20,000 SH   SOLE   20,000 0 0
LAM RESEARCH CORP COM 512807108 2,034 25,000 SH   SOLE   25,000 0 0
LENNAR CORP CL A 526057104 1,531 30,000 SH   SOLE   30,000 0 0
MANPOWERGROUP INC COM 56418H100 1,788 20,000 SH   SOLE   20,000 0 0
MATTSON TECHNOLOGY INC COM 577223100 132 39,333 SH   SOLE   39,333 0 0
MEDICINES CO COM 584688105 572 20,000 SH   SOLE   20,000 0 0
METLIFE INC COM 59156R108 3,109 55,530 SH   SOLE   55,530 0 0
MOBILE MINI INC COM 60740F105 3,011 71,612 SH   SOLE   71,612 0 0
MYLAN N V SHS EURO N59465109 2,838 41,820 SH   SOLE   41,820 0 0
NEWFIELD EXPL CO COM 651290108 2,890 80,000 SH   SOLE   80,000 0 0
NOW INC COM 67011P100 996 50,000 SH   SOLE   50,000 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 132 25,000 SH   SOLE   25,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,555 20,000 SH   SOLE   20,000 0 0
PIONEER NAT RES CO COM 723787107 1,734 12,500 SH   SOLE   12,500 0 0
PMC-SIERRA INC COM 69344F106 2,354 275,000 SH   SOLE   275,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 1,040 22,500 SH   SOLE   22,500 0 0
RELYPSA INC COM 759531106 331 10,000 SH   SOLE   10,000 0 0
RYLAND GROUP INC COM 783764103 696 15,000 SH   SOLE   15,000 0 0
SALESFORCE COM INC COM 79466L302 1,393 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109 1,323 20,000 SH   SOLE   20,000 0 0
TOLL BROTHERS INC COM 889478103 764 20,000 SH   SOLE   20,000 0 0
UNITED RENTALS INC COM 911363109 876 10,000 SH   SOLE   10,000 0 0
WRIGHT MED GROUP INC COM 98235T107 525 20,000 SH   SOLE   20,000 0 0