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 4,051 105,000 SH   SOLE   105,000 0 0
AMBARELLA INC SHS G037AX101 935 30,000 SH   SOLE   30,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,013 120,000 SH   SOLE   120,000 0 0
CAMECO CORP COM 13321L108 3,236 165,000 SH   SOLE   165,000 0 0
CELADON GROUP INC COM 150838100 1,492 70,000 SH   SOLE   70,000 0 0
CIENA CORP COM NEW 171779309 1,949 90,000 SH   SOLE   90,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,900 43,660 SH   SOLE   43,660 0 0
DELIA'S INC NEW COM 246911101 50 65,000 SH   SOLE   65,000 0 0
DOLBY LABORATORIES INC COM 25659T107 3,542 82,000 SH   SOLE   82,000 0 0
EVEREST RE GROUP LTD COM G3223R108 3,590 22,370 SH   SOLE   22,370 0 0
FLIR SYS INC COM 302445101 521 15,000 SH   SOLE   15,000 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 1,363 37,500 SH   SOLE   37,500 0 0
HONEYWELL INTL INC COM 438516106 3,486 37,500 SH   SOLE   37,500 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 3,092 200,000 SH   SOLE   200,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 543 50,000 SH   SOLE   50,000 0 0
LAM RESEARCH CORP COM 512807108 4,055 60,000 SH   SOLE   60,000 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 1,762 60,000 SH   SOLE   60,000 0 0
MANPOWERGROUP INC COM 56418H100 1,697 20,000 SH   SOLE   20,000 0 0
METLIFE INC COM 59156R108 2,310 41,580 SH   SOLE   41,580 0 0
METLIFE INC COM 59156R108 775 13,950 SH   SOLE   13,950 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,563 52,500 SH   SOLE   52,500 0 0
MONSANTO CO NEW COM 61166W101 624 5,000 SH   SOLE   5,000 0 0
MOSAIC CO NEW COM 61945C103 1,978 40,000 SH   SOLE   40,000 0 0
MYLAN INC COM 628530107 4,373 84,820 SH   SOLE   84,820 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 553 90,000 SH   SOLE   90,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,026 10,000 SH   SOLE   10,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 468 13,800 SH   SOLE   13,800 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 8,904 350,000 SH   SOLE   350,000 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 1,272 50,000 SH   SOLE   50,000 0 0
QUANTA SVCS INC COM 74762E102 2,421 70,000 SH   SOLE   70,000 0 0
RELYPSA INC COM 759531106 547 22,500 SH   SOLE   22,500 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 1,116 20,000 SH   SOLE   20,000 0 0
SALESFORCE COM INC COM 79466L302 1,162 20,000 SH   SOLE   20,000 0 0
SCHLUMBERGER LTD COM 806857108 3,892 33,000 SH   SOLE   33,000 0 0
SCHULMAN A INC COM 808194104 3,096 80,000 SH   SOLE   80,000 0 0
STANDARD PAC CORP NEW COM 85375C101 1,075 125,000 SH   SOLE   125,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 2,425 30,000 SH   SOLE   30,000 0 0
TJX COS INC NEW COM 872540109 1,462 27,500 SH   SOLE   27,500 0 0
UNITED RENTALS INC COM 911363109 2,095 20,000 SH   SOLE   20,000 0 0
WORKDAY INC CL A 98138H101 1,348 15,000 SH   SOLE   15,000 0 0