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 4,730 125,343 SH   SOLE   125,343 0 0
AXCELIS TECHNOLOGIES INC COM 054540109 238 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORP COM 067901108 1,370 125,000 SH   SOLE   125,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 3,889 100,000 SH   SOLE   100,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 3,870 60,000 SH   SOLE   60,000 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 1,780 150,000 SH   SOLE   150,000 0 0
CALGON CARBON CORP COM 129603106 737 35,000 SH   SOLE   35,000 0 0
CAMECO CORP COM 13321L108 1,045 75,000 SH   SOLE   75,000 0 0
CF INDS HLDGS INC COM 125269100 4,255 15,000 SH   SOLE   15,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,115 71,320 SH   SOLE   71,320 0 0
EPIRUS BIOPHARMACEUTICALS IN COM 29428P107 224 25,000 SH   SOLE   25,000 0 0
EXACT SCIENCES CORP COM 30063P105 332 15,060 SH   SOLE   15,060 0 0
FACEBOOK INC CL A 30303M102 617 7,500 SH   SOLE   7,500 0 0
FIREEYE INC COM 31816Q101 1,963 50,000 SH   SOLE   50,000 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 1,012 40,513 SH   SOLE   40,513 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 1,777 60,000 SH   SOLE   60,000 0 0
HMS HLDGS CORP COM 40425J101 464 30,000 SH   SOLE   30,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 1,201 60,000 SH   SOLE   60,000 0 0
KAR AUCTION SVCS INC COM 48238T109 3,414 90,000 SH   SOLE   90,000 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101 255 20,000 SH   SOLE   20,000 0 0
L BRANDS INC COM 501797104 2,829 30,000 SH   SOLE   30,000 0 0
LAM RESEARCH CORP COM 512807108 1,756 25,000 SH   SOLE   25,000 0 0
LENNAR CORP CL A 526057104 1,554 30,000 SH   SOLE   30,000 0 0
LULULEMON ATHLETICA INC COM 550021109 512 8,000 SH   SOLE   8,000 0 0
MANPOWERGROUP INC COM 56418H100 1,723 20,000 SH   SOLE   20,000 0 0
MATTSON TECHNOLOGY INC COM 577223100 155 39,333 SH   SOLE   39,333 0 0
METLIFE INC COM 59156R108 2,807 55,530 SH   SOLE   55,530 0 0
MOBILE MINI INC COM 60740F105 2,594 60,836 SH   SOLE   60,836 0 0
MYLAN N V SHS EURO N59465109 4,559 76,820 SH   SOLE   76,820 0 0
NEWFIELD EXPL CO COM 651290108 1,404 40,000 SH   SOLE   40,000 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 93 25,000 SH   SOLE   25,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,460 20,000 SH   SOLE   20,000 0 0
PIONEER NAT RES CO COM 723787107 2,044 12,500 SH   SOLE   12,500 0 0
PMC-SIERRA INC COM 69344F106 2,320 250,000 SH   SOLE   250,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 1,287 30,000 SH   SOLE   30,000 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 20,264 950,000 SH   SOLE   950,000 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 4,479 210,000 SH Call SOLE   210,000 0 0
RELYPSA INC COM 759531106 361 10,000 SH   SOLE   10,000 0 0
RYLAND GROUP INC COM 783764103 731 15,000 SH   SOLE   15,000 0 0
SALESFORCE COM INC COM 79466L302 1,336 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109 1,401 20,000 SH   SOLE   20,000 0 0
TOLL BROTHERS INC COM 889478103 787 20,000 SH   SOLE   20,000 0 0
TUMI HLDGS INC COM 89969Q104 489 20,000 SH   SOLE   20,000 0 0
UNITED RENTALS INC COM 911363109 1,823 20,000 SH   SOLE   20,000 0 0
WRIGHT MED GROUP INC COM 98235T107 516 20,000 SH   SOLE   20,000 0 0