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 209 4,500 SH   SOLE 4,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 936 10,000 SH   SOLE 10,000 0 0
APPLE INC COM 037833100 811 8,050 SH   SOLE 8,050 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 315 45,000 SH   SOLE 45,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 262 6,000 SH   SOLE 6,000 0 0
BPZ RESOURCES INC COM 055639108 69 35,900 SH   SOLE 35,900 0 0
C&J ENERGY SVCS INC COM 12467B304 611 20,000 SH   SOLE 20,000 0 0
CALPINE CORP COM NEW 131347304 3,218 148,299 SH   SOLE 148,299 0 0
CAPSTONE TURBINE CORP COM 14067d102 23 21,800 SH   SOLE 21,800 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 30,412 525,700 SH   SOLE 525,700 0 0
CONCHO RES INC COM 20605P101 1,505 12,000 SH   SOLE 12,000 0 0
CROWN CASTLE INTL CORP COM 228227104 28,394 352,583 SH   SOLE 352,583 0 0
DOLLAR TREE INC COM 256746108 11,736 209,309 SH   SOLE 209,309 0 0
DRAGONWAVE INC COM 26144M103 123 100,000 SH   SOLE 100,000 0 0
DYCOM INDS INC COM 267475101 71,085 2,314,704 SH   SOLE 2,314,704 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 28,595 4,132,216 SH   SOLE 4,132,216 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 532 13,200 SH   SOLE 13,200 0 0
FLOTEK INDS INC DEL COM 343389102 20,424 783,438 SH   SOLE 783,438 0 0
FLUOR CORP NEW COM 343412102 52,110 780,200 SH   SOLE 780,200 0 0
FX ENERGY INC COM 302695101 38 12,600 SH   SOLE 12,600 0 0
GENERAL MTRS CO COM 37045v100 966 30,234 SH   SOLE 30,234 0 0
GENERAL MTRS CO COM 37045v100 420 7,000 SH Call SOLE 700 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v118 24,627 1,100,381 PRN   SOLE 1,100,381 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v126 23,212 1,605,181 PRN   SOLE 1,605,181 0 0
HEADWATERS INC COM 42210P102 314 25,000 SH   SOLE 25,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,315 25,500 SH   SOLE 25,500 0 0
KEY ENERGY SVCS INC COM 492914106 13,676 2,825,559 SH   SOLE 2,825,559 0 0
LAREDO PETROLEUM INC COM 516806106 224 10,000 SH   SOLE 10,000 0 0
LIVEPERSON INC COM 538146101 176 14,000 SH   SOLE 14,000 0 0
LOGMEIN INC COM 54142L109 783 17,000 SH   SOLE 17,000 0 0
LOWES COS INC COM 548661107 13,230 250,000 SH   SOLE 250,000 0 0
LULULEMON ATHLETICA INC COM 550021109 8,084 192,432 SH   SOLE 192,432 0 0
MASTEC INC COM 576323109 66,273 2,164,374 SH   SOLE 2,164,374 0 0
MATADOR RES CO COM 576485205 646 25,000 SH   SOLE 25,000 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 645 334,400 SH   SOLE 334,400 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 925 60,000 SH   SOLE 60,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,163 17,000 SH   SOLE 17,000 0 0
ORGANOVO HLDGS INC COM 68620A104 153 24,000 SH   SOLE 24,000 0 0
PDC ENERGY INC COM 69327r101 6,497 129,200 SH   SOLE 129,200 0 0
PROCERA NETWORKS INC COM NEW 74269U203 182 19,000 SH   SOLE 19,000 0 0
QUANTA SVCS INC COM 74762E102 135,357 3,729,876 SH   SOLE 3,729,876 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,050 40,000 SH   SOLE 40,000 0 0
SBA COMMUNICATIONS CORP COM 78388j106 18,175 163,885 SH   SOLE 163,885 0 0
SUNPOWER CORP COM 867652406 3,388 100,000 SH   SOLE 100,000 0 0
TUTOR PERINI CORP COM 901109108 24,177 915,793 SH   SOLE 915,793 0 0
VCA INC COM 918194101 7,866 200,000 SH   SOLE 200,000 0 0
WABASH NATL CORP COM 929566107 35,772 2,685,590 SH   SOLE 2,685,590 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 61,591 2,961,100 SH   SOLE 2,961,100 0 0
WESCO INTL INC COM 95082P105 24,953 318,852 SH   SOLE 318,852 0 0