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 296 5,000 SH   SOLE 5,000 0 0
AEGION CORP COM 00770f104 19,334 763,903 SH   SOLE 763,903 0 0
AGRIUM INC COM 008916108 3,237 33,190 SH   SOLE 33,190 0 0
AMERICAN EAGLE ENERGY CORP COM 02554F102 118 16,558 SH   SOLE 16,558 0 0
AMERICAN TOWER CORP NEW COM 03027X100 819 10,000 SH   SOLE 10,000 0 0
APPLE INC COM 037833100 617 1,150 SH   SOLE 1,150 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 446 45,000 SH   SOLE 45,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 204 4,000 SH   SOLE 4,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 244 5,500 SH   SOLE 5,500 0 0
BPZ RESOURCES INC COM 055639108 1,385 435,553 SH   SOLE 435,553 0 0
C&J ENERGY SVCS INC COM 12467B304 1,312 45,000 SH   SOLE 45,000 0 0
CALPINE CORP COM NEW 131347304 3,101 148,299 SH   SOLE 148,299 0 0
CAPSTONE TURBINE CORP COM 14067d102 1,175 551,800 SH   SOLE 551,800 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 36,071 413,900 SH   SOLE 413,900 0 0
CONCHO RES INC COM 20605P101 2,450 20,000 SH   SOLE 20,000 0 0
CONTROL4 CORP COM 21240D107 265 12,500 SH   SOLE 12,500 0 0
CREE INC COM 225447101 2,257 39,900 SH   SOLE 39,900 0 0
CROWN CASTLE INTL CORP COM 228227104 45,122 611,570 SH   SOLE 611,570 0 0
DYCOM INDS INC COM 267475101 71,101 2,249,304 SH   SOLE 2,249,304 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 9,930 1,506,900 SH   SOLE 1,506,900 0 0
ENBRIDGE INC COM 29250N105 4,551 100,000 SH   SOLE 100,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 458 6,600 SH   SOLE 6,600 0 0
FLOTEK INDS INC DEL COM 343389102 23,094 829,238 SH   SOLE 829,238 0 0
FLUOR CORP NEW COM 343412102 80,295 1,033,000 SH   SOLE 1,033,000 0 0
FX ENERGY INC COM 302695101 42 12,600 SH   SOLE 12,600 0 0
GENERAL MTRS CO COM 37045v100 1,041 30,234 SH   SOLE 30,234 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v118 27,229 1,096,181 PRN   SOLE 1,096,181 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v126 27,819 1,597,881 PRN   SOLE 1,597,881 0 0
GOOGLE INC CL A 38259P508 6,687 6,000 SH   SOLE 6,000 0 0
HEADWATERS INC COM 42210P102 330 25,000 SH   SOLE 25,000 0 0
HOMEAWAY INC COM 43739Q100 3,144 83,456 SH   SOLE 83,456 0 0
ISHARES MSCI MEX CAP ETF 464286822 32,423 507,000 SH   SOLE 507,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 34,331 540,639 SH   SOLE 540,639 0 0
JETBLUE AIRWAYS CORP COM 477143101 7,519 865,200 SH   SOLE 865,200 0 0
KEY ENERGY SVCS INC COM 492914106 56,028 6,063,632 SH   SOLE 6,063,632 0 0
LIVEPERSON INC COM 538146101 169 14,000 SH   SOLE 14,000 0 0
MASTEC INC COM 576323109 95,736 2,203,875 SH   SOLE 2,203,875 0 0
MATADOR RES CO COM 576485205 735 30,000 SH   SOLE 30,000 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 992 400,000 SH   SOLE 400,000 0 0
NOBLE ENERGY INC COM 655044105 14,215 200,100 SH   SOLE 200,100 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,030 60,000 SH   SOLE 60,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 412 7,000 SH   SOLE 7,000 0 0
ORGANOVO HLDGS INC COM 68620A104 153 20,000 SH   SOLE 20,000 0 0
PDC ENERGY INC COM 69327r101 311 5,000 SH   SOLE 5,000 0 0
PIONEER NAT RES CO COM 723787107 18,714 100,000 SH   SOLE 100,000 0 0
POWELL INDS INC COM 739128106 598 9,221 SH   SOLE 9,221 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 376 5,000 SH   SOLE 5,000 0 0
PRIMORIS SVCS CORP COM 74164F103 1,127 37,605 SH   SOLE 37,605 0 0
PROCERA NETWORKS INC COM NEW 74269U203 353 34,000 SH   SOLE 34,000 0 0
QUANTA SVCS INC COM 74762E102 133,548 3,619,176 SH   SOLE 3,619,176 0 0
QUANTUM FUEL SYS TECH WORLDW COM PAR $0.02 74765E307 532 55,000 SH   SOLE 55,000 0 0
RPC INC COM 749660106 204 10,000 SH   SOLE 10,000 0 0
RYDER SYS INC COM 783549108 18,667 233,574 SH   SOLE 233,574 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,185 40,000 SH   SOLE 40,000 0 0
SBA COMMUNICATIONS CORP COM 78388j106 14,952 164,385 SH   SOLE 164,385 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,729 14,210 SH Put SOLE 14,210 0 0
TRINITY INDS INC COM 896522109 53,816 746,715 SH   SOLE 746,715 0 0
TUTOR PERINI CORP COM 901109108 24,716 862,093 SH   SOLE 862,093 0 0
UNIT CORP COM 909218109 654 10,000 SH   SOLE 10,000 0 0
UNITED RENTALS INC COM 911363109 73,328 772,365 SH   SOLE 772,365 0 0
VCA ANTECH INC COM 918194101 3,384 105,000 SH   SOLE 105,000 0 0
VEECO INSTRS INC DEL COM 922417100 2,730 65,100 SH   SOLE 65,100 0 0
WABASH NATL CORP COM 929566107 34,162 2,482,690 SH   SOLE 2,482,690 0 0
WABTEC CORP COM 929740108 775 10,000 SH   SOLE 10,000 0 0
WALTER ENERGY INC COM 93317q105 7,867 1,040,617 SH   SOLE 1,040,617 0 0
WATERS CORP COM 941848103 5,410 49,900 SH   SOLE 49,900 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 22,568 1,300,000 SH   SOLE 1,300,000 0 0
WESCO INTL INC COM 95082P105 16,652 200,100 SH   SOLE 200,100 0 0