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 269 4,500 SH   SOLE 4,500 0 0
AEGION CORP COM 00770f104 8,227 353,535 SH   SOLE 353,535 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,616 42,200 SH   SOLE 42,200 0 0
APPLE INC COM 037833100 748 8,050 SH   SOLE 8,050 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 486 45,000 SH   SOLE 45,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 315 5,500 SH   SOLE 5,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,550 512,943 SH   SOLE 512,943 0 0
BPZ RESOURCES INC COM 055639108 111 35,900 SH   SOLE 35,900 0 0
C&J ENERGY SVCS INC COM 12467B304 1,402 41,500 SH   SOLE 41,500 0 0
CALPINE CORP COM NEW 131347304 3,531 148,299 SH   SOLE 148,299 0 0
CAPSTONE TURBINE CORP COM 14067d102 33 21,800 SH   SOLE 21,800 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 19,184 1,450,000 SH   SOLE 1,450,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 22,895 335,700 SH   SOLE 335,700 0 0
CONCHO RES INC COM 20605P101 2,457 17,000 SH   SOLE 17,000 0 0
CROWN CASTLE INTL CORP COM 228227104 7,983 107,500 SH   SOLE 107,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 222 2,500 SH   SOLE 2,500 0 0
DYCOM INDS INC COM 267475101 72,379 2,311,704 SH   SOLE 2,311,704 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 26,058 3,332,216 SH   SOLE 3,332,216 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 517 6,600 SH   SOLE 6,600 0 0
FACEBOOK INC CL A 30303M102 26,586 395,100 SH   SOLE 395,100 0 0
FIREEYE INC COM 31816Q101 243 6,000 SH   SOLE 6,000 0 0
FLOTEK INDS INC DEL COM 343389102 26,668 829,238 SH   SOLE 829,238 0 0
FLUOR CORP NEW COM 343412102 60,766 790,200 SH   SOLE 790,200 0 0
FX ENERGY INC COM 302695101 45 12,600 SH   SOLE 12,600 0 0
GENERAL MTRS CO COM 37045v100 1,097 30,234 SH   SOLE 30,234 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v118 29,281 1,100,381 PRN   SOLE 1,100,381 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v126 29,792 1,605,181 PRN   SOLE 1,605,181 0 0
GOOGLE INC CL A 38259P508 26,252 44,900 SH   SOLE 44,900 0 0
HEADWATERS INC COM 42210P102 347 25,000 SH   SOLE 25,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 2,655 40,500 SH   SOLE 40,500 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,477 23,036 SH   SOLE 23,036 0 0
KEY ENERGY SVCS INC COM 492914106 54,500 5,962,834 SH   SOLE 5,962,834 0 0
LAREDO PETROLEUM INC COM 516806106 2,327 75,100 SH   SOLE 75,100 0 0
LIVEPERSON INC COM 538146101 142 14,000 SH   SOLE 14,000 0 0
MASTEC INC COM 576323109 62,021 2,012,375 SH   SOLE 2,012,375 0 0
MATADOR RES CO COM 576485205 1,610 55,000 SH   SOLE 55,000 0 0
MCDERMOTT INTL INC COM 580037109 5,863 724,700 SH   SOLE 724,700 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 923 334,400 SH   SOLE 334,400 0 0
NOBLE ENERGY INC COM 655044105 4,655 60,100 SH   SOLE 60,100 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,220 65,000 SH   SOLE 65,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 463 7,000 SH   SOLE 7,000 0 0
ORGANOVO HLDGS INC COM 68620A104 200 24,000 SH   SOLE 24,000 0 0
PDC ENERGY INC COM 69327r101 9,150 144,900 SH   SOLE 144,900 0 0
PIONEER NAT RES CO COM 723787107 4,596 20,000 SH   SOLE 20,000 0 0
POWELL INDS INC COM 739128106 10,933 167,221 SH   SOLE 167,221 0 0
PRIMORIS SVCS CORP COM 74164F103 508 17,605 SH   SOLE 17,605 0 0
PROCERA NETWORKS INC COM NEW 74269U203 192 19,000 SH   SOLE 19,000 0 0
QUANTA SVCS INC COM 74762E102 125,521 3,629,876 SH   SOLE 3,629,876 0 0
QUANTUM FUEL SYS TECH WORLDW COM PAR $0.02 74765E307 566 97,895 SH   SOLE 97,895 0 0
RPC INC COM 749660106 235 10,000 SH   SOLE 10,000 0 0
RYDER SYS INC COM 783549108 16,004 181,673 SH   SOLE 181,673 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,128 30,000 SH   SOLE 30,000 0 0
SBA COMMUNICATIONS CORP COM 78388j106 16,765 163,885 SH   SOLE 163,885 0 0
SYNERGY RES CORP COM 87164P103 133 10,000 SH   SOLE 10,000 0 0
TUTOR PERINI CORP COM 901109108 27,471 865,493 SH   SOLE 865,493 0 0
UNIT CORP COM 909218109 688 10,000 SH   SOLE 10,000 0 0
UNITED RENTALS INC COM 911363109 10,288 98,233 SH   SOLE 98,233 0 0
VCA INC COM 918194101 8,608 245,300 SH   SOLE 245,300 0 0
VEECO INSTRS INC DEL COM 922417100 4,687 125,800 SH   SOLE 125,800 0 0
WABASH NATL CORP COM 929566107 38,270 2,685,590 SH   SOLE 2,685,590 0 0
WABTEC CORP COM 929740108 826 10,000 SH   SOLE 10,000 0 0
WALTER ENERGY INC COM 93317q105 3,040 557,800 SH   SOLE 557,800 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 61,205 2,661,100 SH   SOLE 2,661,100 0 0
WESCO INTL INC COM 95082P105 24,644 285,300 SH   SOLE 285,300 0 0