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
ACTAVIS PLC SHS G0083B108 19,563 76,000 SH   SOLE 76,000 0 0
APPLE INC COM 037833100 889 8,050 SH   SOLE 8,050 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 293 45,000 SH   SOLE 45,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 278 6,000 SH   SOLE 6,000 0 0
BEST BUY INC COM 086516101 29,235 750,000 SH   SOLE 750,000 0 0
CALPINE CORP COM NEW 131347304 2,660 120,199 SH   SOLE 120,199 0 0
CAPSTONE TURBINE CORP COM 14067d102 16 21,800 SH   SOLE 21,800 0 0
CONCHO RES INC COM 20605P101 1,496 15,000 SH   SOLE 15,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 590 7,500 SH   SOLE 7,500 0 0
DOW CHEM CO COM 260543103 456 10,000 SH   SOLE 10,000 0 0
DYCOM INDS INC COM 267475101 74,608 2,126,179 SH   SOLE 2,126,179 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 22,826 4,639,454 SH   SOLE 4,639,454 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 477 13,200 SH   SOLE 13,200 0 0
FLOTEK INDS INC DEL COM 343389102 12,887 688,038 SH   SOLE 688,038 0 0
GENERAL MTRS CO COM 37045v100 40,831 1,169,619 SH   SOLE 1,169,619 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v118 276 10,996 PRN   SOLE 10,996 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v126 27,288 1,605,181 PRN   SOLE 1,605,181 0 0
HCA HOLDINGS INC COM 40412C101 9,607 130,900 SH   SOLE 130,900 0 0
HEADWATERS INC COM 42210P102 525 35,000 SH   SOLE 35,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 526 16,962 SH   SOLE 16,962 0 0
KEY ENERGY SVCS INC COM 492914106 84 50,000 SH   SOLE 50,000 0 0
KOHLS CORP COM 500255104 22,988 376,600 SH   SOLE 376,600 0 0
LIVEPERSON INC COM 538146101 141 10,000 SH   SOLE 10,000 0 0
LOGMEIN INC COM 54142L109 1,234 25,000 SH   SOLE 25,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 9,462 142,700 SH   SOLE 142,700 0 0
MASTEC INC COM 576323109 49,095 2,171,374 SH   SOLE 2,171,374 0 0
MATADOR RES CO COM 576485205 506 25,000 SH   SOLE 25,000 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 318 167,200 SH   SOLE 167,200 0 0
NPS PHARMACEUTICALS INC COM 62936P103 215 6,000 SH   SOLE 6,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,413 18,500 SH   SOLE 18,500 0 0
ORGANOVO HLDGS INC COM 68620A104 174 24,000 SH   SOLE 24,000 0 0
PRIMORIS SVCS CORP COM 74164F103 546 23,500 SH   SOLE 23,500 0 0
PROCERA NETWORKS INC COM NEW 74269U203 72 10,000 SH   SOLE 10,000 0 0
QUANTA SVCS INC COM 74762E102 71,184 2,507,369 SH   SOLE 2,507,369 0 0
SBA COMMUNICATIONS CORP COM 78388j106 18,041 162,885 SH   SOLE 162,885 0 0
TUTOR PERINI CORP COM 901109108 21,268 883,593 SH   SOLE 883,593 0 0
WABASH NATL CORP COM 929566107 18,406 1,489,141 SH   SOLE 1,489,141 0 0