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
3-D SYS CORP DEL COM NEW 88554d205 207 4,500 SH   SOLE 4,500 0 0
APPLE INC COM 037833100 646 8,050 SH   SOLE 8,050 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 406 40,000 SH   SOLE 40,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 283 6,000 SH   SOLE 6,000 0 0
BEST BUY INC COM 086516101 33,900 956,616 SH   SOLE 956,616 0 0
CALPINE CORP COM NEW 131347304 856 85,199 SH   SOLE 85,199 0 0
CIMAREX ENERGY CO COM 171798101 658 7,500 SH   SOLE 7,500 0 0
CONCHO RES INC COM 20605P101 2,117 20,481 SH   SOLE 20,481 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 4,580 57,500 SH   SOLE 57,500 0 0
DYCOM INDS INC COM 267475101 35,908 1,904,997 SH   SOLE 1,904,997 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 4,722 604,336 SH   SOLE 604,336 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,289 48,200 SH   SOLE 48,200 0 0
FIREEYE INC COM 31816Q101 366 10,000 SH   SOLE 10,000 0 0
FLOTEK INDS INC DEL COM 343389102 701 327,000 SH   SOLE 327,000 0 0
GENERAL MTRS CO COM 37045v100 17,523 501,185 SH   SOLE 501,185 0 0
HEADWATERS INC COM 42210P102 140 10,000 SH   SOLE 10,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 409 13,000 SH   SOLE 13,000 0 0
INFINERA CORPORATION COM 45667G103 12,884 727,359 SH   SOLE 727,359 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 568 15,000 SH   SOLE 15,000 0 0
LOGMEIN INC COM 54142L109 1,689 30,000 SH   SOLE 30,000 0 0
MASTEC INC COM 576323109 87,825 4,628,991 SH   SOLE 4,628,991 0 0
MATADOR RES CO COM 576485205 1,625 69,611 SH   SOLE 69,611 0 0
NOVATEL WIRELESS INC COM NEW 66987M604 29 10,000 SH   SOLE 10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 926 15,500 SH   SOLE 15,500 0 0
OCLARO INC COM NEW 67555N206 24 10,000 SH   SOLE 10,000 0 0
ORGANOVO HLDGS INC COM 68620A104 210 24,000 SH   SOLE 24,000 0 0
QUANTA SVCS INC COM 74762E102 63,350 2,822,895 SH   SOLE 2,822,895 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 295 3,200 SH   SOLE 3,200 0 0
SBA COMMUNICATIONS CORP COM 78388j106 3,923 162,385 SH   SOLE 162,385 0 0
SBA COMMUNICATIONS CORP COM 78388j106 240 1,000 SH Put SOLE 1,000 0 0
SMITH & WESSON HLDG CORP COM 831756101 774 65,000 SH   SOLE 65,000 0 0
TUTOR PERINI CORP COM 901109108 22,948 947,927 SH   SOLE 947,927 0 0