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 9,358 45,461 SH   SOLE   45,461 0 0
ACTIVISION BLIZZARD INC COM 00507V109 13,683 669,428 SH   SOLE   669,428 0 0
AETNA INC NEW COM 00817Y108 292 3,896 SH   SOLE   3,896 0 0
ALCOA INC COM 013817101 1,095 85,110 SH   SOLE   85,110 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 597 8,898 SH   SOLE   8,898 0 0
APOLLO ED GROUP INC CL A 037604105 3,021 88,221 SH   SOLE   88,221 0 0
APPLIED MATLS INC COM 038222105 9,265 453,840 SH   SOLE   453,840 0 0
ASSURED GUARANTY LTD COM G0585R106 404 15,961 SH   SOLE   15,961 0 0
ATHENAHEALTH INC COM 04685W103 1,914 11,947 SH   SOLE   11,947 0 0
AUTODESK INC COM 052769106 3,906 79,431 SH   SOLE   79,431 0 0
AVIS BUDGET GROUP COM 053774105 4,403 90,419 SH   SOLE   90,419 0 0
BANK NEW YORK MELLON CORP COM 064058100 447 12,664 SH   SOLE   12,664 0 0
CABOT OIL & GAS CORP COM 127097103 4,793 141,481 SH   SOLE   141,481 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 2,001 113,248 SH   SOLE   113,248 0 0
CONCUR TECHNOLOGIES INC COM 206708109 1,985 20,038 SH   SOLE   20,038 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,964 58,422 SH   SOLE   58,422 0 0
CSX CORP COM 126408103 2,681 92,548 SH   SOLE   92,548 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,815 78,245 SH   SOLE   78,245 0 0
DIRECTV COM 25490A309 21,256 278,147 SH   SOLE   278,147 0 0
DOVER CORP COM 260003108 4,841 59,214 SH   SOLE   59,214 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,079 90,300 SH   SOLE   90,300 0 0
EASTMAN CHEM CO COM 277432100 356 4,128 SH   SOLE   4,128 0 0
ELECTRONIC ARTS INC COM 285512109 3,993 137,646 SH   SOLE   137,646 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,371 60,293 SH   SOLE   60,293 0 0
EXXON MOBIL CORP COM 30231G102 17,772 181,944 SH   SOLE   181,944 0 0
F M C CORP COM NEW 302491303 290 3,785 SH   SOLE   3,785 0 0
FIRST SOLAR INC COM 336433107 14,749 211,338 SH   SOLE   211,338 0 0
FOREST LABS INC COM 345838106 34,340 372,174 SH   SOLE   372,174 0 0
GENERAL DYNAMICS CORP COM 369550108 14,859 136,422 SH   SOLE   136,422 0 0
GENWORTH FINL INC COM CL A 37247D106 2,262 127,558 SH   SOLE   127,558 0 0
GILEAD SCIENCES INC COM 375558103 11,423 161,207 SH   SOLE   161,207 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 18,036 690,247 SH   SOLE   690,247 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 360 21,087 SH   SOLE   21,087 0 0
HEWLETT PACKARD CO COM 428236103 5,145 158,979 SH   SOLE   158,979 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 147 12,752 SH   SOLE   12,752 0 0
HOMEAWAY INC COM 43739Q100 3,648 96,832 SH   SOLE   96,832 0 0
HORIZON PHARMA INC COM 44047T109 1,035 68,458 SH   SOLE   68,458 0 0
HUMANA INC COM 444859102 12,794 113,504 SH   SOLE   113,504 0 0
ILLUMINA INC COM 452327109 2,250 15,138 SH   SOLE   15,138 0 0
INTUIT COM 461202103 2,519 32,410 SH   SOLE   32,410 0 0
JUNIPER NETWORKS INC COM 48203R104 8,152 316,471 SH   SOLE   316,471 0 0
KATE SPADE & CO COM 485865109 2,431 65,540 SH   SOLE   65,540 0 0
KINDER MORGAN INC DEL COM 49456B101 3,650 112,335 SH   SOLE   112,335 0 0
KROGER CO COM 501044101 4,053 92,860 SH   SOLE   92,860 0 0
LAS VEGAS SANDS CORP COM 517834107 9,629 119,199 SH   SOLE   119,199 0 0
MEDIVATION INC COM 58501N101 457 7,100 SH   SOLE   7,100 0 0
MEDTRONIC INC COM 585055106 11,542 187,552 SH   SOLE   187,552 0 0
MELCO CROWN ENTMT LTD ADR 585464100 9,046 234,052 SH   SOLE   234,052 0 0
METHANEX CORP COM 59151K108 249 3,900 SH   SOLE   3,900 0 0
MGM RESORTS INTERNATIONAL COM 552953101 23,217 897,802 SH   SOLE   897,802 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 14,749 158,134 SH   SOLE   158,134 0 0
MICRON TECHNOLOGY INC COM 595112103 22,335 943,985 SH   SOLE   943,985 0 0
MYLAN INC COM 628530107 23,932 490,101 SH   SOLE   490,101 0 0
NETAPP INC COM 64110D104 6,975 189,020 SH   SOLE   189,020 0 0
NETFLIX INC COM 64110L106 30,863 87,671 SH   SOLE   87,671 0 0
NVIDIA CORP COM 67066G104 7,047 393,449 SH   SOLE   393,449 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 7,842 52,844 SH   SOLE   52,844 0 0
PANDORA MEDIA INC COM 698354107 10,372 342,085 SH   SOLE   342,085 0 0
PHARMACYCLICS INC COM 716933106 17,127 170,893 SH   SOLE   170,893 0 0
RED HAT INC COM 756577102 3,376 63,730 SH   SOLE   63,730 0 0
SAFEWAY INC COM NEW 786514208 31,463 851,720 SH   SOLE   851,720 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 153,227 819,352 SH   SOLE   819,352 0 0
SPIRIT AIRLS INC COM 848577102 2,456 41,341 SH   SOLE   41,341 0 0
SUNEDISON INC COM 86732Y109 1,354 71,882 SH   SOLE   71,882 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 5,286 100,034 SH   SOLE   100,034 0 0
TRINITY INDS INC COM 896522109 2,435 33,783 SH   SOLE   33,783 0 0
TRIPADVISOR INC COM 896945201 10,161 112,170 SH   SOLE   112,170 0 0
UNDER ARMOUR INC CL A 904311107 3,984 34,751 SH   SOLE   34,751 0 0
VERIFONE SYS INC COM 92342Y109 1,833 54,205 SH   SOLE   54,205 0 0
WELLPOINT INC COM 94973V107 4,321 43,401 SH   SOLE   43,401 0 0
WHITING PETE CORP NEW COM 966387102 671 9,669 SH   SOLE   9,669 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 578 20,021 SH   SOLE   20,021 0 0
WYNN RESORTS LTD COM 983134107 21,246 95,638 SH   SOLE   95,638 0 0