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
AGNICO EAGLE MINES LTD COM 008474108 2,814 99,200 SH   SOLE 99,200 0 0
ALLERGAN PLC SHS G0177J108 24,614 81,110 SH   SOLE 81,110 0 0
APPLE INC COM 037833100 1,010 8,050 SH   SOLE 8,050 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 304 45,000 SH   SOLE 45,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 296 6,000 SH   SOLE 6,000 0 0
BEST BUY INC COM 086516101 27,414 840,660 SH   SOLE 840,660 0 0
CALPINE CORP COM NEW 131347304 2,162 120,199 SH   SOLE 120,199 0 0
CAPSTONE TURBINE CORP COM 14067d102 9 21,800 SH   SOLE 21,800 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 15,536 1,696,100 SH   SOLE 1,696,100 0 0
CIENA CORP COM NEW 171779309 19,685 831,300 SH   SOLE 831,300 0 0
CONCHO RES INC COM 20605P101 1,820 15,981 SH   SOLE 15,981 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 6,625 82,500 SH   SOLE 82,500 0 0
D R HORTON INC COM 23331A109 21,724 794,010 SH   SOLE 794,010 0 0
DYCOM INDS INC COM 267475101 113,659 1,931,342 SH   SOLE 1,931,342 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 13,114 4,189,718 SH   SOLE 4,189,718 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,142 38,200 SH   SOLE 38,200 0 0
FACEBOOK INC CL A 30303M102 7,719 90,000 SH   SOLE 90,000 0 0
FIREEYE INC COM 31816Q101 489 10,000 SH   SOLE 10,000 0 0
FLOTEK INDS INC DEL COM 343389102 8,319 663,900 SH   SOLE 663,900 0 0
GENERAL MTRS CO COM 37045v100 62,634 1,879,213 SH   SOLE 1,879,213 0 0
GOOGLE INC CL A 38259P508 5,346 9,900 SH   SOLE 9,900 0 0
HEADWATERS INC COM 42210P102 638 35,000 SH   SOLE 35,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 2,157 70,281 SH   SOLE 70,281 0 0
INFINERA CORPORATION COM 45667G103 28,687 1,367,330 SH   SOLE 1,367,330 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 26,482 218,460 SH   SOLE 218,460 0 0
LOGMEIN INC COM 54142L109 2,580 40,000 SH   SOLE 40,000 0 0
MASTEC INC COM 576323109 52,500 2,642,168 SH   SOLE 2,642,168 0 0
MATADOR RES CO COM 576485205 1,240 49,611 SH   SOLE 49,611 0 0
MGIC INVT CORP WIS COM 552848103 5,462 479,930 SH   SOLE 479,930 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 25,172 473,430 SH   SOLE 473,430 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 134 104,200 SH   SOLE 104,200 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,793 69,174 SH   SOLE 69,174 0 0
OCLARO INC COM NEW 67555N206 23 10,000 SH   SOLE 10,000 0 0
ORGANOVO HLDGS INC COM 68620A104 90 24,000 SH   SOLE 24,000 0 0
QUANTA SVCS INC COM 74762E102 77,941 2,704,395 SH   SOLE 2,704,395 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 4,852 49,700 SH   SOLE 49,700 0 0
SBA COMMUNICATIONS CORP COM 78388j106 18,727 162,885 SH   SOLE 162,885 0 0
SMITH & WESSON HLDG CORP COM 831756101 1,078 65,000 SH   SOLE 65,000 0 0
SOLAZYME INC COM 83415T101 137 43,756 SH   SOLE 43,756 0 0
SYNERGY RES CORP COM 87164P103 591 51,700 SH   SOLE 51,700 0 0
TUTOR PERINI CORP COM 901109108 20,195 935,837 SH   SOLE 935,837 0 0
VISTEON CORP COM NEW 92839U206 6,246 59,500 SH   SOLE 59,500 0 0