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 558 6,000 SH   SOLE 6,000 0 0
ADVANCED EMISSIONS SOLUTS IN COM 00770C101 998 18,411 SH   SOLE 18,411 0 0
AEGION CORP COM 00770f104 16,501 753,803 SH   SOLE 753,803 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105 197 13,000 SH   SOLE 13,000 0 0
APPLE INC COM 037833100 757 1,350 SH   SOLE 1,350 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 468 35,000 SH   SOLE 35,000 0 0
APPROACH RESOURCES INC COM 03834A103 7,793 403,802 SH   SOLE 403,802 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 6,918 126,400 SH   SOLE 126,400 0 0
ATWOOD OCEANICS INC COM 050095108 534 10,000 SH   SOLE 10,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 239 5,500 SH   SOLE 5,500 0 0
BPZ RESOURCES INC COM 055639108 793 435,553 SH   SOLE 435,553 0 0
C&J ENERGY SVCS INC COM 12467B304 231 10,000 SH   SOLE 10,000 0 0
CALPINE CORP COM NEW 131347304 2,893 148,299 SH   SOLE 148,299 0 0
CAPSTONE TURBINE CORP COM 14067d102 2,928 2,269,750 SH   SOLE 2,269,750 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 32,840 395,000 SH   SOLE 395,000 0 0
CIMAREX ENERGY CO COM 171798101 1,574 15,000 SH   SOLE 15,000 0 0
CONCHO RES INC COM 20605P101 2,700 25,000 SH   SOLE 25,000 0 0
CROWN CASTLE INTL CORP COM 228227104 3,892 53,000 SH   SOLE 53,000 0 0
CVR REFNG LP COMUNIT REP LT 12663P107 226 10,000 SH   SOLE 10,000 0 0
D R HORTON INC COM 23331A109 2,232 100,000 SH   SOLE 100,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 687 13,000 SH   SOLE 13,000 0 0
DYCOM INDS INC COM 267475101 61,508 2,213,304 SH   SOLE 2,213,304 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 10,269 1,215,300 SH   SOLE 1,215,300 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 438 6,600 SH   SOLE 6,600 0 0
EQUINIX INC COM NEW 29444U502 1,775 10,000 SH   SOLE 10,000 0 0
FLOTEK INDS INC DEL COM 343389102 16,643 829,238 SH   SOLE 829,238 0 0
FLUOR CORP NEW COM 343412102 76,532 953,200 SH   SOLE 953,200 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 1,887 50,000 SH   SOLE 50,000 0 0
FX ENERGY INC COM 302695101 46 12,600 SH   SOLE 12,600 0 0
GENERAL MTRS CO COM 37045v100 25,571 625,664 SH   SOLE 625,664 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v118 33,578 1,078,281 PRN   SOLE 1,078,281 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v126 36,575 1,581,981 PRN   SOLE 1,378,281 0 0
HALLIBURTON CO COM 406216101 5,075 100,000 SH   SOLE 100,000 0 0
ISHARES MSCI MEX CAP ETF 464286822 27,200 400,000 SH   SOLE 400,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 29,290 465,000 SH   SOLE 465,000 0 0
KBR INC COM 48242w106 383 12,000 SH   SOLE 12,000 0 0
KEY ENERGY SVCS INC COM 492914106 40,526 5,129,932 SH   SOLE 5,129,932 0 0
LENNAR CORP CL A 526057104 3,956 100,000 SH   SOLE 100,000 0 0
LIVEPERSON INC COM 538146101 207 14,000 SH   SOLE 14,000 0 0
MASTEC INC COM 576323109 74,365 2,272,775 SH   SOLE 2,272,775 0 0
NABORS INDUSTRIES LTD SHS G6359F103 2,124 125,000 SH   SOLE 125,000 0 0
NEOPHOTONICS CORP COM 64051T100 196 27,722 SH   SOLE 27,722 0 0
NORTHERN TIER ENERGY LP COM UN REPR PART 665826103 1,230 50,000 SH   SOLE 50,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,064 70,000 SH   SOLE 70,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 459 10,000 SH   SOLE 10,000 0 0
PANDORA MEDIA INC COM 698354107 13,965 525,000 SH   SOLE 525,000 0 0
PDC ENERGY INC COM 69327r101 798 15,000 SH   SOLE 15,000 0 0
PENNEY J C INC COM 708160106 229 25,000 SH   SOLE 25,000 0 0
PIONEER NAT RES CO COM 723787107 37,340 202,860 SH   SOLE 202,860 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 376 5,000 SH   SOLE 5,000 0 0
PRIMORIS SVCS CORP COM 74164F103 1,280 41,129 SH   SOLE 41,129 0 0
PROCERA NETWORKS INC COM NEW 74269U203 1,111 74,000 SH   SOLE 74,000 0 0
PULTE GROUP INC COM 745867101 2,037 100,000 SH   SOLE 100,000 0 0
QUANTA SVCS INC COM 74762E102 113,372 3,592,276 SH   SOLE 3,592,276 0 0
RANGE RES CORP COM 75281A109 3,625 43,000 SH   SOLE 43,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 14,770 125,000 SH   SOLE 125,000 0 0
RYDER SYS INC COM 783549108 22,149 300,200 SH   SOLE 300,200 0 0
SANCHEZ ENERGY CORP COM 79970Y105 2,451 100,000 SH   SOLE 100,000 0 0
SBA COMMUNICATIONS CORP COM 78388j106 14,768 164,385 SH   SOLE 164,385 0 0
SOUTHERN COPPER CORP COM 84265V105 574 20,000 SH   SOLE 20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,498 19,000 SH Put SOLE 19,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 206 800 SH Put SOLE 800 0 0
STRATASYS LTD SHS M85548101 202 1,500 SH   SOLE 1,500 0 0
SYNERGY RES CORP COM 87164P103 102 11,000 SH   SOLE 11,000 0 0
TECK RESOURCES LTD CL B 878742204 2,601 100,000 SH   SOLE 100,000 0 0
TOLL BROTHERS INC COM 889478103 3,700 100,000 SH   SOLE 100,000 0 0
TRINITY INDS INC COM 896522109 40,269 738,615 SH   SOLE 738,615 0 0
TUTOR PERINI CORP COM 901109108 12,284 467,057 SH   SOLE 467,057 0 0
UNITED RENTALS INC COM 911363109 58,580 751,505 SH   SOLE 751,505 0 0
UNIVERSAL DISPLAY CORP COM 91347p105 7,433 216,337 SH   SOLE 216,337 0 0
WABASH NATL CORP COM 929566107 29,993 2,428,590 SH   SOLE 2,428,590 0 0
WABTEC CORP COM 929740108 743 10,000 SH   SOLE 10,000 0 0
WALTER ENERGY INC COM 93317q105 26,242 1,578,000 SH   SOLE 1,578,000 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 9,294 600,000 SH   SOLE 600,000 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 637 32,500 SH   SOLE 32,500 0 0