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
SPDR S&P 500 ETF Trust Put 78462F953 304,757 1,650,100 SH Put SOLE   1,650,100 0 0
Chicago Bridge & Iron Co NV Common Stock 167250109 262,916 3,162,332 SH   SOLE   3,162,332 0 0
SPDR S&P 500 ETF Trust ETP 78462F103 193,925 1,050,000 SH   SOLE   1,050,000 0 0
CenterPoint Energy Inc Call 15189T907 155,862 6,724,000 SH Call SOLE   6,724,000 0 0
NuStar Energy LP Call 67058H902 140,702 2,759,400 SH Call SOLE   2,759,400 0 0
Gaming and Leisure Properties Inc REIT 36467J108 126,185 2,483,472 SH   SOLE   2,483,472 0 0
Newfield Exploration Co Common Stock 651290108 119,312 4,844,177 SH   SOLE   4,844,177 0 0
Ashland Inc Call 044209904 110,587 1,139,600 SH Call SOLE   1,139,600 0 0
Google Inc Common Stock 38259P508 103,576 92,420 SH   SOLE   92,420 0 0
Apple Inc Common Stock 037833100 92,870 165,538 SH   SOLE   165,538 0 0
Williams Cos Inc/The Call 969457900 84,854 2,200,000 SH Call SOLE   2,200,000 0 0
Dow Chemical Co/The Common Stock 260543103 76,980 1,733,788 SH   SOLE   1,733,788 0 0
Atlas Energy LP MLP 04930A104 76,688 1,636,876 SH   SOLE   1,636,876 0 0
Armstrong World Industries Inc Common Stock 04247X102 76,494 1,327,789 SH   SOLE   1,327,789 0 0
Apple Inc Call 037833900 71,811 128,000 SH Call SOLE   128,000 0 0
SunEdison Inc Common Stock 86732Y109 70,370 5,392,300 SH   SOLE   5,392,300 0 0
Tronox Ltd Common Stock Q9235V101 70,235 3,044,445 SH   SOLE   3,044,445 0 0
Mohawk Industries Inc Common Stock 608190104 63,633 427,353 SH   SOLE   427,353 0 0
Frank's International NV Common Stock N33462107 61,580 2,280,743 SH   SOLE   2,280,743 0 0
NuStar Energy LP MLP 67058H102 61,234 1,200,906 SH   SOLE   1,200,906 0 0
iShares 20+ Year Treasury Bond ETF Put 464287952 61,096 599,800 SH Put SOLE   599,800 0 0
Kronos Worldwide Inc Common Stock 50105F105 60,908 3,197,263 SH   SOLE   3,197,263 0 0
Intel Corp Common Stock 458140100 59,930 2,308,993 SH   SOLE   2,308,993 0 0
Rockwell Automation Inc Common Stock 773903109 58,509 495,165 SH   SOLE   495,165 0 0
Devon Energy Corp Common Stock 25179M103 55,593 898,553 SH   SOLE   898,553 0 0
Coca-Cola Co/The Common Stock 191216100 54,655 1,323,057 SH   SOLE   1,323,057 0 0
InterOil Corp Common Stock 460951106 52,047 1,010,822 SH   SOLE   1,010,822 0 0
KAR Auction Services Inc Common Stock 48238T109 51,553 1,744,593 SH   SOLE   1,744,593 0 0
MarkWest Energy Partners LP Call 570759900 51,383 777,000 SH Call SOLE   777,000 0 0
General Motors Co Common Stock 37045V100 50,552 1,236,900 SH   SOLE   1,236,900 0 0
Ashland Inc Common Stock 044209104 50,011 515,369 SH   SOLE   515,369 0 0
Lululemon Athletica Inc Common Stock 550021109 48,816 826,973 SH   SOLE   826,973 0 0
Atlas Pipeline Partners LP MLP 049392103 48,586 1,386,178 SH   SOLE   1,386,178 0 0
Coca-Cola Co/The Call 191216900 48,077 1,163,800 SH Call SOLE   1,163,800 0 0
Expedia Inc Common Stock 30212P303 47,079 675,840 SH   SOLE   675,840 0 0
Groupon Inc Common Stock 399473107 46,847 3,981,884 SH   SOLE   3,981,884 0 0
iShares Russell 2000 ETF Put 464287955 46,167 400,200 SH Put SOLE   400,200 0 0
SunEdison Inc Call 86732Y909 44,100 3,379,300 SH Call SOLE   3,379,300 0 0
Sempra Energy Common Stock 816851109 42,537 473,900 SH   SOLE   473,900 0 0
Churchill Downs Inc Common Stock 171484108 41,841 466,720 SH   SOLE   466,720 0 0
Mueller Water Products Inc Common Stock 624758108 40,749 4,348,888 SH   SOLE   4,348,888 0 0
iShares Russell 2000 ETF Call 464287905 38,069 330,000 SH Call SOLE   330,000 0 0
Abercrombie & Fitch Co Call 002896907 36,214 1,100,400 SH Call SOLE   1,100,400 0 0
Lamar Advertising Co Common Stock 512815101 36,204 692,892 SH   SOLE   692,892 0 0
Westlake Chemical Corp Common Stock 960413102 35,620 291,800 SH   SOLE   291,800 0 0
Bally Technologies Inc Common Stock 05874B107 35,303 450,000 SH   SOLE   450,000 0 0
Vulcan Materials Co Common Stock 929160109 34,470 580,110 SH   SOLE   580,110 0 0
Quanta Services Inc Common Stock 74762E102 34,363 1,088,810 SH   SOLE   1,088,810 0 0
Las Vegas Sands Corp Common Stock 517834107 34,334 435,328 SH   SOLE   435,328 0 0
Theravance Inc Common Stock 88338T104 33,506 939,872 SH   SOLE   939,872 0 0
DISH Network Corp Common Stock 25470M109 33,506 578,491 SH   SOLE   578,491 0 0
Energy Transfer Equity LP MLP 29273V100 31,741 388,311 SH   SOLE   388,311 0 0
Starwood Hotels & Resorts Worldwide Inc Common Stock 85590A401 31,561 397,249 SH   SOLE   397,249 0 0
Sotheby's Call 835898907 31,095 584,500 SH Call SOLE   584,500 0 0
Jarden Corp Call 471109908 30,675 500,000 SH Call SOLE   500,000 0 0
Ctrip.com International Ltd ADR 22943F100 30,590 616,478 SH   SOLE   616,478 0 0
Whiting Petroleum Corp Common Stock 966387102 30,507 493,079 SH   SOLE   493,079 0 0
Precision Castparts Corp Common Stock 740189105 30,480 113,181 SH   SOLE   113,181 0 0
Crown Castle International Corp REIT 228227104 30,203 411,321 SH   SOLE   411,321 0 0
Northern Oil and Gas Inc Common Stock 665531109 30,140 2,000,000 SH   SOLE   2,000,000 0 0
Simon Property Group Inc REIT 828806109 29,915 196,600 SH   SOLE   196,600 0 0
Hartford Financial Services Group Inc Common Stock 416515104 29,517 814,700 SH   SOLE   814,700 0 0
Home Depot Inc/The Common Stock 437076102 29,344 356,376 SH   SOLE   356,376 0 0
Equinix Inc Common Stock 29444U502 29,244 164,800 SH   SOLE   164,800 0 0
SLM Corp Common Stock 78442P106 28,915 1,100,276 SH   SOLE   1,100,276 0 0
Waste Connections Inc Common Stock 941053100 28,659 656,867 SH   SOLE   656,867 0 0
Access Midstream Partners LP MLP 00434L109 28,431 502,500 SH   SOLE   502,500 0 0
NextEra Energy Inc Common Stock 65339F101 27,858 325,363 SH   SOLE   325,363 0 0
Dominion Resources Inc/VA Common Stock 25746U109 27,849 430,500 SH   SOLE   430,500 0 0
Ulta Salon Cosmetics & Fragrance Inc Common Stock 90384S303 27,732 287,316 SH   SOLE   287,316 0 0
Marriott International Inc/DE Common Stock 571903202 27,716 561,612 SH   SOLE   561,612 0 0
Best Buy Co Inc Common Stock 086516101 27,588 691,775 SH   SOLE   691,775 0 0
Atlas Energy LP Call 04930A904 27,328 583,300 SH Call SOLE   583,300 0 0
Hertz Global Holdings Inc Common Stock 42805T105 27,232 951,511 SH   SOLE   951,511 0 0
Huntsman Corp Common Stock 447011107 27,000 1,097,572 SH   SOLE   1,097,572 0 0
Zoetis Inc Common Stock 98978V103 26,713 817,176 SH   SOLE   817,176 0 0
Baxter International Inc Common Stock 071813109 25,903 372,436 SH   SOLE   372,436 0 0
Methanex Corp Common Stock 59151K108 25,568 431,596 SH   SOLE   431,596 0 0
Actavis plc Common Stock G0083B108 25,407 151,232 SH   SOLE   151,232 0 0
Cinemark Holdings Inc Common Stock 17243V102 25,365 761,027 SH   SOLE   761,027 0 0
Service Corp International/US Common Stock 817565104 25,225 1,391,348 SH   SOLE   1,391,348 0 0
VMware Inc Common Stock 928563402 25,135 280,182 SH   SOLE   280,182 0 0
MRC Global Inc Common Stock 55345K103 24,136 748,168 SH   SOLE   748,168 0 0
American Tower Corp REIT 03027X100 23,564 295,216 SH   SOLE   295,216 0 0
Questcor Pharmaceuticals Inc Put 74835Y951 23,326 428,400 SH Put SOLE   428,400 0 0
iShares Russell 2000 ETF ETP 464287655 23,072 200,000 SH   SOLE   200,000 0 0
HCA Holdings Inc Common Stock 40412C101 22,901 480,001 SH   SOLE   480,001 0 0
Citigroup Inc Common Stock 172967424 22,564 433,000 SH   SOLE   433,000 0 0
Patterson-UTI Energy Inc Common Stock 703481101 22,431 885,887 SH   SOLE   885,887 0 0
Estee Lauder Cos Inc/The Common Stock 518439104 22,234 295,190 SH   SOLE   295,190 0 0
Consumer Staples Select Sector SPDR Fund Put 81369Y958 21,838 508,100 SH Put SOLE   508,100 0 0
Comcast Corp Common Stock 20030N101 21,819 422,880 SH   SOLE   422,880 0 0
Comcast Corp Common Stock 20030N200 21,819 422,880 SH   SOLE   422,880 0 0
Digital Realty Trust Inc REIT 253868103 21,804 443,900 SH   SOLE   443,900 0 0
EQT Midstream Partners LP MLP 26885B100 21,778 370,444 SH   SOLE   370,444 0 0
Vantage Drilling Co Common Stock G93205113 21,653 11,767,791 SH   SOLE   11,767,791 0 0
Finish Line Inc/The Common Stock 317923100 21,395 759,487 SH   SOLE   759,487 0 0
PharmAthene Inc Call 71714G902 21,257 11,428,400 SH Call SOLE   11,428,400 0 0
Eagle Materials Inc Common Stock 26969P108 20,986 271,037 SH   SOLE   271,037 0 0
CBS Corp Common Stock 124857202 20,622 323,537 SH   SOLE   323,537 0 0
SanDisk Corp Common Stock 80004C101 20,561 291,476 SH   SOLE   291,476 0 0
Noble Energy Inc Common Stock 655044105 20,433 300,000 SH   SOLE   300,000 0 0
XL Group PLC Common Stock G98290102 20,368 639,713 SH   SOLE   639,713 0 0
Sotheby's Common Stock 835898107 20,338 382,294 SH   SOLE   382,294 0 0
Merck & Co Inc Common Stock 58933Y105 20,251 404,619 SH   SOLE   404,619 0 0
Chipotle Mexican Grill Inc Common Stock 169656105 19,873 37,300 SH   SOLE   37,300 0 0
T Rowe Price Group Inc Common Stock 74144T108 19,545 233,322 SH   SOLE   233,322 0 0
Dillard's Inc Common Stock 254067101 19,531 200,913 SH   SOLE   200,913 0 0
Medtronic Inc Common Stock 585055106 19,220 334,900 SH   SOLE   334,900 0 0
Twitter Inc Put 90184L952 19,095 300,000 SH Put SOLE   300,000 0 0
SPDR S&P 500 ETF Trust Call 78462F903 18,469 100,000 SH Call SOLE   100,000 0 0
Gogo Inc Common Stock 38046C109 18,448 743,144 SH   SOLE   743,144 0 0
Brookdale Senior Living Inc Common Stock 112463104 18,379 676,200 SH   SOLE   676,200 0 0
AvalonBay Communities Inc REIT 053484101 18,042 152,600 SH   SOLE   152,600 0 0
Och-Ziff Capital Management Group LLC MLP 67551U105 18,005 1,216,523 SH   SOLE   1,216,523 0 0
Multimedia Games Holding Co Inc Common Stock 625453105 17,891 570,500 SH   SOLE   570,500 0 0
Weyerhaeuser Co REIT 962166104 17,830 564,765 SH   SOLE   564,765 0 0
Michael Kors Holdings Ltd Common Stock G60754101 17,723 218,286 SH   SOLE   218,286 0 0
Lowe's Cos Inc Put 548661957 17,442 352,000 SH Put SOLE   352,000 0 0
DDR Corp REIT 23317H102 17,256 1,122,700 SH   SOLE   1,122,700 0 0
EMC Corp/MA Common Stock 268648102 16,987 675,416 SH   SOLE   675,416 0 0
Panera Bread Co Common Stock 69840W108 16,890 95,590 SH   SOLE   95,590 0 0
HCP Inc REIT 40414L109 16,816 463,000 SH   SOLE   463,000 0 0
Google Inc Put 38259P958 16,811 15,000 SH Put SOLE   15,000 0 0
MasTec Inc Common Stock 576323109 16,784 512,950 SH   SOLE   512,950 0 0
Yum! Brands Inc Common Stock 988498101 16,460 217,699 SH   SOLE   217,699 0 0
Seadrill Ltd Put Y7545W959 16,432 400,000 SH Put SOLE   400,000 0 0
O'Reilly Automotive Inc Common Stock 67103H107 16,102 125,100 SH   SOLE   125,100 0 0
Seattle Genetics Inc Put 812578952 15,956 400,000 SH Put SOLE   400,000 0 0
Cisco Systems Inc Common Stock 17275R102 15,928 710,122 SH   SOLE   710,122 0 0
PartnerRe Ltd Common Stock G6852T105 15,655 148,486 SH   SOLE   148,486 0 0
Monster Beverage Corp Common Stock 611740101 15,481 228,428 SH   SOLE   228,428 0 0
Visteon Corp Common Stock 92839U206 15,159 185,117 SH   SOLE   185,117 0 0
MBIA Inc Common Stock 55262C100 15,098 1,264,470 SH   SOLE   1,264,470 0 0
Lennar Corp Common Stock 526057104 15,088 381,400 SH   SOLE   381,400 0 0
Equifax Inc Common Stock 294429105 14,932 216,123 SH   SOLE   216,123 0 0
Extra Space Storage Inc REIT 30225T102 14,876 353,100 SH   SOLE   353,100 0 0
BB&T Corp Common Stock 054937107 14,875 398,592 SH   SOLE   398,592 0 0
Scorpio Tankers Inc Common Stock Y7542C106 14,770 1,252,736 SH   SOLE   1,252,736 0 0
Travelers Cos Inc/The Common Stock 89417E109 14,763 163,059 SH   SOLE   163,059 0 0
Dean Foods Co Common Stock 242370203 14,698 855,016 SH   SOLE   855,016 0 0
Pentair Ltd Common Stock H6169Q108 14,431 185,795 SH   SOLE   185,795 0 0
Fresh Market Inc/The Common Stock 35804H106 14,358 354,526 SH   SOLE   354,526 0 0
Workday Inc Common Stock 98138H101 14,341 172,451 SH   SOLE   172,451 0 0
Hertz Global Holdings Inc Call 42805T905 14,310 500,000 SH Call SOLE   500,000 0 0
Owens Corning Common Stock 690742101 14,251 349,975 SH   SOLE   349,975 0 0
NXP Semiconductor NV Common Stock N6596X109 14,223 309,662 SH   SOLE   309,662 0 0
CenterPoint Energy Inc Common Stock 15189T107 14,166 611,143 SH   SOLE   611,143 0 0
Eagle Rock Energy Partners LP MLP 26985R104 13,973 2,348,479 SH   SOLE   2,348,479 0 0
Micron Technology Inc Common Stock 595112103 13,889 638,596 SH   SOLE   638,596 0 0
CVS Caremark Corp Common Stock 126650100 13,814 193,010 SH   SOLE   193,010 0 0
Genworth Financial Inc Common Stock 37247D106 13,728 883,963 SH   SOLE   883,963 0 0
Red Hat Inc Common Stock 756577102 13,597 242,634 SH   SOLE   242,634 0 0
International Flavors & Fragrances Inc Common Stock 459506101 13,483 156,818 SH   SOLE   156,818 0 0
iPATH S&P 500 VIX Short-Term Futures ETN Put 06742E951 13,467 316,500 SH Put SOLE   316,500 0 0
Jarden Corp Common Stock 471109108 13,462 219,437 SH   SOLE   219,437 0 0
Valspar Corp/The Common Stock 920355104 13,375 187,615 SH   SOLE   187,615 0 0
SodaStream International Ltd Common Stock M9068E105 13,283 267,582 SH   SOLE   267,582 0 0
Joy Global Inc Call 481165908 13,160 225,000 SH Call SOLE   225,000 0 0
MBIA Inc Call 55262C900 13,134 1,100,000 SH Call SOLE   1,100,000 0 0
Compuware Corp Common Stock 205638109 13,089 1,167,622 SH   SOLE   1,167,622 0 0
General Growth Properties Inc REIT 370023103 12,790 637,250 SH   SOLE   637,250 0 0
iShares MSCI Emerging Markets ETF Call 464287904 12,789 306,000 SH Call SOLE   306,000 0 0
Mobile Mini Inc Common Stock 60740F105 12,670 307,668 SH   SOLE   307,668 0 0
Target Corp Put 87612E956 12,667 200,200 SH Put SOLE   200,200 0 0
EMC Corp/MA Call 268648902 12,575 500,000 SH Call SOLE   500,000 0 0
Sotheby's Put 835898957 12,433 233,700 SH Put SOLE   233,700 0 0
Ascena Retail Group Inc Common Stock 04351G101 12,292 580,910 SH   SOLE   580,910 0 0
Extended Stay America Inc Unit 30224P200 12,208 464,905 SH   SOLE   464,905 0 0
Spansion Inc Common Stock 84649R200 12,174 876,469 SH   SOLE   876,469 0 0
Tyco International Ltd Common Stock H89128104 12,156 296,200 SH   SOLE   296,200 0 0
CoreSite Realty Corp REIT 21870Q105 12,071 375,000 SH   SOLE   375,000 0 0
Mosaic Co/The Common Stock 61945C103 12,030 254,500 SH   SOLE   254,500 0 0
Delphi Automotive PLC Common Stock G27823106 12,026 200,000 SH   SOLE   200,000 0 0
Keryx Biopharmaceuticals Inc Common Stock 492515101 12,024 928,464 SH   SOLE   928,464 0 0
Financial Select Sector SPDR Fund ETP 81369Y605 11,936 546,000 SH   SOLE   546,000 0 0
Acadia Realty Trust REIT 004239109 11,844 477,000 SH   SOLE   477,000 0 0
Meritor Inc Common Stock 59001K100 11,811 1,132,391 SH   SOLE   1,132,391 0 0
Madison Square Garden Co/The Common Stock 55826P100 11,562 200,805 SH   SOLE   200,805 0 0
SeaWorld Entertainment Inc Common Stock 81282V100 11,536 400,957 SH   SOLE   400,957 0 0
Oracle Corp Common Stock 68389X105 11,396 297,858 SH   SOLE   297,858 0 0
Toll Brothers Inc Common Stock 889478103 11,174 302,000 SH   SOLE   302,000 0 0
TJX Cos Inc Common Stock 872540109 11,161 175,130 SH   SOLE   175,130 0 0
Goodyear Tire & Rubber Co/The Common Stock 382550101 10,942 458,785 SH   SOLE   458,785 0 0
Hanesbrands Inc Common Stock 410345102 10,940 155,692 SH   SOLE   155,692 0 0
CubeSmart REIT 229663109 10,638 667,400 SH   SOLE   667,400 0 0
Corporate Office Properties Trust REIT 22002T108 10,637 449,000 SH   SOLE   449,000 0 0
DreamWorks Animation SKG Inc Common Stock 26153C103 10,552 297,226 SH   SOLE   297,226 0 0
DaVita HealthCare Partners Inc Common Stock 23918K108 10,503 165,735 SH   SOLE   165,735 0 0
American Airlines Group Inc Common Stock 02376R102 10,476 414,908 SH   SOLE   414,908 0 0
Ralph Lauren Corp Common Stock 751212101 10,459 59,237 SH   SOLE   59,237 0 0
Axis Capital Holdings Ltd Common Stock G0692U109 10,449 219,662 SH   SOLE   219,662 0 0
Regions Financial Corp Common Stock 7591EP100 10,423 1,053,914 SH   SOLE   1,053,914 0 0
Nationstar Mortgage Holdings Inc Common Stock 63861C109 10,400 281,384 SH   SOLE   281,384 0 0
Western Gas Partners LP MLP 958254104 10,333 167,500 SH   SOLE   167,500 0 0
Johnson & Johnson Common Stock 478160104 10,319 112,661 SH   SOLE   112,661 0 0
Men's Wearhouse Inc/The Common Stock 587118100 10,244 200,550 SH   SOLE   200,550 0 0
SBA Communications Corp Common Stock 78388J106 10,197 113,501 SH   SOLE   113,501 0 0
MercadoLibre Inc Common Stock 58733R102 10,106 93,753 SH   SOLE   93,753 0 0
Essex Property Trust Inc REIT 297178105 10,046 70,000 SH   SOLE   70,000 0 0
Teradata Corp Call 88076W903 10,008 220,000 SH Call SOLE   220,000 0 0
EPR Properties REIT 26884U109 9,989 203,200 SH   SOLE   203,200 0 0
Macy's Inc Common Stock 55616P104 9,976 186,823 SH   SOLE   186,823 0 0
Discover Financial Services Common Stock 254709108 9,821 175,524 SH   SOLE   175,524 0 0
Allstate Corp/The Common Stock 020002101 9,752 178,806 SH   SOLE   178,806 0 0
Kohl's Corp Common Stock 500255104 9,596 169,096 SH   SOLE   169,096 0 0
Basic Energy Services Inc Common Stock 06985P100 9,593 607,891 SH   SOLE   607,891 0 0
CBRE Group Inc Common Stock 12504L109 9,521 362,000 SH   SOLE   362,000 0 0
Spirit Realty Capital Inc REIT 84860W102 9,366 952,800 SH   SOLE   952,800 0 0
Burlington Stores Inc Common Stock 122017106 9,361 292,540 SH   SOLE   292,540 0 0
Netflix Inc Common Stock 64110L106 9,292 25,238 SH   SOLE   25,238 0 0
Foster Wheeler AG Common Stock H27178104 9,267 280,813 SH   SOLE   280,813 0 0
Williams Cos Inc/The Common Stock 969457100 9,207 238,716 SH   SOLE   238,716 0 0
Franklin Resources Inc Common Stock 354613101 9,195 159,281 SH   SOLE   159,281 0 0
Norwegian Cruise Line Holdings Ltd Common Stock G66721104 9,169 258,496 SH   SOLE   258,496 0 0
Adobe Systems Inc Common Stock 00724F101 9,083 151,681 SH   SOLE   151,681 0 0
Caterpillar Inc Call 149123901 9,081 100,000 SH Call SOLE   100,000 0 0
DuPont Fabros Technology Inc REIT 26613Q106 9,022 365,100 SH   SOLE   365,100 0 0
Western Refining Logistics LP MLP 95931Q205 8,951 346,000 SH   SOLE   346,000 0 0
SemGroup Corp Common Stock 81663A105 8,868 135,953 SH   SOLE   135,953 0 0
MeadWestvaco Corp Common Stock 583334107 8,865 240,055 SH   SOLE   240,055 0 0
Volcano Corp Common Stock 928645100 8,846 404,835 SH   SOLE   404,835 0 0
SINA Corp/China Common Stock G81477104 8,819 104,676 SH   SOLE   104,676 0 0
SPDR S&P Retail ETF Call 78464A904 8,810 100,000 SH Call SOLE   100,000 0 0
TCF Financial Corp Common Stock 872275102 8,760 539,052 SH   SOLE   539,052 0 0
CST Brands Inc Common Stock 12646R105 8,738 237,954 SH   SOLE   237,954 0 0
TIBCO Software Inc Common Stock 88632Q103 8,683 386,266 SH   SOLE   386,266 0 0
Triumph Group Inc Common Stock 896818101 8,584 112,847 SH   SOLE   112,847 0 0
United States Steel Corp Common Stock 912909108 8,555 290,000 SH   SOLE   290,000 0 0
Zions Bancorporation Common Stock 989701107 8,531 284,743 SH   SOLE   284,743 0 0
E*TRADE Financial Corp Common Stock 269246401 8,493 432,456 SH   SOLE   432,456 0 0
SPDR S&P Metals & Mining ETF ETP 78464A755 8,416 200,000 SH   SOLE   200,000 0 0
iShares MSCI Emerging Markets ETF ETP 464287234 8,359 200,000 SH   SOLE   200,000 0 0
American Campus Communities Inc REIT 024835100 8,294 257,500 SH   SOLE   257,500 0 0
Facebook Inc Put 30303M952 8,197 150,000 SH Put SOLE   150,000 0 0
Deckers Outdoor Corp Common Stock 243537107 8,167 96,700 SH   SOLE   96,700 0 0
WESCO International Inc Common Stock 95082P105 8,137 89,350 SH   SOLE   89,350 0 0
Vornado Realty Trust REIT 929042109 8,098 91,200 SH   SOLE   91,200 0 0
Guess? Inc Common Stock 401617105 8,085 260,207 SH   SOLE   260,207 0 0
Hain Celestial Group Inc/The Common Stock 405217100 7,998 88,100 SH   SOLE   88,100 0 0
Best Buy Co Inc Put 086516951 7,976 200,000 SH Put SOLE   200,000 0 0
Babcock & Wilcox Co/The Common Stock 05615F102 7,965 232,960 SH   SOLE   232,960 0 0
Stryker Corp Common Stock 863667101 7,872 104,770 SH   SOLE   104,770 0 0
Xoom Corp Common Stock 98419Q101 7,857 287,076 SH   SOLE   287,076 0 0
Annie's Inc Common Stock 03600T104 7,853 182,465 SH   SOLE   182,465 0 0
Green Mountain Coffee Roasters Inc Common Stock 393122106 7,796 103,200 SH   SOLE   103,200 0 0
Ulta Salon Cosmetics & Fragrance Inc Put 90384S953 7,722 80,000 SH Put SOLE   80,000 0 0
iShares China Large-Cap ETF Put 464287954 7,674 200,000 SH Put SOLE   200,000 0 0
Lumber Liquidators Holdings Inc Common Stock 55003T107 7,584 73,705 SH   SOLE   73,705 0 0
Silicon Laboratories Inc Call 826919902 7,579 175,000 SH Call SOLE   175,000 0 0
Youku Tudou Inc Call 98742U900 7,578 250,100 SH Call SOLE   250,100 0 0
Yelp Inc Common Stock 985817105 7,554 109,553 SH   SOLE   109,553 0 0
Estee Lauder Cos Inc/The Put 518439954 7,532 100,000 SH Put SOLE   100,000 0 0
Avis Budget Group Inc Common Stock 053774105 7,490 185,302 SH   SOLE   185,302 0 0
ARM Holdings PLC Call 042068906 7,389 135,000 SH Call SOLE   135,000 0 0
USG Corp Common Stock 903293405 7,371 259,716 SH   SOLE   259,716 0 0
Digital Realty Trust Inc Put 253868953 7,368 150,000 SH Put SOLE   150,000 0 0
Pattern Energy Group Inc Common Stock 70338P100 7,312 241,225 SH   SOLE   241,225 0 0
Hillshire Brands Co Common Stock 432589109 7,215 215,750 SH   SOLE   215,750 0 0
Himax Technologies Inc ADR 43289P106 7,205 489,835 SH   SOLE   489,835 0 0
City National Corp/CA Common Stock 178566105 7,183 90,669 SH   SOLE   90,669 0 0
Reinsurance Group of America Inc Common Stock 759351604 7,165 92,559 SH   SOLE   92,559 0 0
PulteGroup Inc Common Stock 745867101 7,130 350,000 SH   SOLE   350,000 0 0
DIRECTV Common Stock 25490A309 6,906 100,000 SH   SOLE   100,000 0 0
Alaska Air Group Inc Common Stock 011659109 6,857 93,453 SH   SOLE   93,453 0 0
Quality Systems Inc Common Stock 747582104 6,853 325,421 SH   SOLE   325,421 0 0
Scorpio Bulkers Inc Common Stock Y7546A106 6,818 678,400 SH   SOLE   678,400 0 0
Protective Life Corp Common Stock 743674103 6,817 134,567 SH   SOLE   134,567 0 0
Monster Beverage Corp Put 611740951 6,777 100,000 SH Put SOLE   100,000 0 0
Allergan Inc/United States Common Stock 018490102 6,754 60,800 SH   SOLE   60,800 0 0
CA Inc Put 12673P955 6,730 200,000 SH Put SOLE   200,000 0 0
ChemoCentryx Inc Common Stock 16383L106 6,708 1,158,613 SH   SOLE   1,158,613 0 0
Omnicom Group Inc Common Stock 681919106 6,691 89,974 SH   SOLE   89,974 0 0
DCP Midstream Partners LP MLP 23311P100 6,666 132,392 SH   SOLE   132,392 0 0
Powershares QQQ Trust Series 1 Put 73935A954 6,597 75,000 SH Put SOLE   75,000 0 0
International Business Machines Corp Put 459200951 6,565 35,000 SH Put SOLE   35,000 0 0
Abercrombie & Fitch Co Common Stock 002896207 6,518 198,067 SH   SOLE   198,067 0 0
Waddell & Reed Financial Inc Common Stock 930059100 6,506 99,912 SH   SOLE   99,912 0 0
Brown & Brown Inc Common Stock 115236101 6,421 204,544 SH   SOLE   204,544 0 0
Axiall Corp Common Stock 05463D100 6,353 133,927 SH   SOLE   133,927 0 0
Validus Holdings Ltd Common Stock G9319H102 6,300 156,373 SH   SOLE   156,373 0 0
Silicon Laboratories Inc Common Stock 826919102 6,270 144,777 SH   SOLE   144,777 0 0
Forest Laboratories Inc Common Stock 345838106 6,241 103,969 SH   SOLE   103,969 0 0
DiamondRock Hospitality Co REIT 252784301 6,162 533,500 SH   SOLE   533,500 0 0
Cole Real Estate Investment Inc REIT 19329V105 6,144 437,577 SH   SOLE   437,577 0 0
General Motors Co Call 37045V900 6,131 150,000 SH Call SOLE   150,000 0 0
Illumina Inc Common Stock 452327109 6,105 55,200 SH   SOLE   55,200 0 0
Array BioPharma Inc Common Stock 04269X105 6,023 1,202,200 SH   SOLE   1,202,200 0 0
Caesars Entertainment Corp Common Stock 127686103 5,927 275,160 SH   SOLE   275,160 0 0
Parker Hannifin Corp Common Stock 701094104 5,921 46,025 SH   SOLE   46,025 0 0
Lululemon Athletica Inc Call 550021909 5,903 100,000 SH Call SOLE   100,000 0 0
Patterson Cos Inc Common Stock 703395103 5,826 141,402 SH   SOLE   141,402 0 0
Youku Tudou Inc ADR 98742U100 5,801 191,449 SH   SOLE   191,449 0 0
Targa Resources Partners LP MLP 87611X105 5,769 110,300 SH   SOLE   110,300 0 0
Merrimack Pharmaceuticals Inc Common Stock 590328100 5,741 1,076,971 SH   SOLE   1,076,971 0 0
Allscripts Healthcare Solutions Inc Common Stock 01988P108 5,648 365,335 SH   SOLE   365,335 0 0
Teva Pharmaceutical Industries Ltd ADR 881624209 5,627 140,400 SH   SOLE   140,400 0 0
PAREXEL International Corp Common Stock 699462107 5,599 123,934 SH   SOLE   123,934 0 0
NorthStar Realty Finance Corp REIT 66704R100 5,598 416,200 SH   SOLE   416,200 0 0
Eagle Rock Energy Partners LP Call 26985R904 5,596 940,500 SH Call SOLE   940,500 0 0
Chemtura Corp Common Stock 163893209 5,584 200,000 SH   SOLE   200,000 0 0
Sirona Dental Systems Inc Common Stock 82966C103 5,560 79,209 SH   SOLE   79,209 0 0
Baker Hughes Inc Common Stock 057224107 5,526 100,000 SH   SOLE   100,000 0 0
Aflac Inc Common Stock 001055102 5,376 80,472 SH   SOLE   80,472 0 0
Computer Sciences Corp Common Stock 205363104 5,371 96,118 SH   SOLE   96,118 0 0
Knight Transportation Inc Common Stock 499064103 5,350 291,690 SH   SOLE   291,690 0 0
Cree Inc Common Stock 225447101 5,346 85,512 SH   SOLE   85,512 0 0
Bemis Co Inc Common Stock 081437105 5,213 127,278 SH   SOLE   127,278 0 0
PVR Partners LP MLP 693665101 5,208 194,100 SH   SOLE   194,100 0 0
Intel Corp Call 458140900 5,191 200,000 SH Call SOLE   200,000 0 0
DCT Industrial Trust Inc REIT 233153105 5,030 705,500 SH   SOLE   705,500 0 0
Advanced Micro Devices Inc Common Stock 007903107 5,017 1,296,495 SH   SOLE   1,296,495 0 0
Ctrip.com International Ltd Call 22943F900 4,962 100,000 SH Call SOLE   100,000 0 0
Medivation Inc Common Stock 58501N101 4,864 76,211 SH   SOLE   76,211 0 0
L Brands Inc Common Stock 501797104 4,863 78,625 SH   SOLE   78,625 0 0
Duke Realty Corp REIT 264411505 4,853 322,681 SH   SOLE   322,681 0 0
WellCare Health Plans Inc Common Stock 94946T106 4,764 67,654 SH   SOLE   67,654 0 0
Team Health Holdings Inc Common Stock 87817A107 4,739 104,029 SH   SOLE   104,029 0 0
Regency Energy Partners LP MLP 75885Y107 4,718 179,679 SH   SOLE   179,679 0 0
Whirlpool Corp Common Stock 963320106 4,659 29,700 SH   SOLE   29,700 0 0
Charles River Laboratories International Inc Common Stock 159864107 4,595 86,636 SH   SOLE   86,636 0 0
Children's Place Retail Stores Inc/The Common Stock 168905107 4,568 80,174 SH   SOLE   80,174 0 0
Illinois Tool Works Inc Common Stock 452308109 4,566 54,309 SH   SOLE   54,309 0 0
Constellation Brands Inc Common Stock 21036P108 4,549 64,633 SH   SOLE   64,633 0 0
Smith & Wesson Holding Corp Common Stock 831756101 4,537 336,307 SH   SOLE   336,307 0 0
Express Inc Common Stock 30219E103 4,521 242,174 SH   SOLE   242,174 0 0
HomeAway Inc Common Stock 43739Q100 4,506 110,222 SH   SOLE   110,222 0 0
Kraft Foods Group Inc Common Stock 50076Q106 4,505 83,573 SH   SOLE   83,573 0 0
Tenet Healthcare Corp Common Stock 88033G407 4,473 106,207 SH   SOLE   106,207 0 0
QUALCOMM Inc Call 747525903 4,455 60,000 SH Call SOLE   60,000 0 0
Avnet Inc Call 053807903 4,411 100,000 SH Call SOLE   100,000 0 0
iStar Financial Inc REIT 45031U101 4,411 309,078 SH   SOLE   309,078 0 0
IntercontinentalExchange Group Inc Common Stock 45866F104 4,408 19,597 SH   SOLE   19,597 0 0
World Wrestling Entertainment Inc Common Stock 98156Q108 4,394 265,000 SH   SOLE   265,000 0 0
Vipshop Holdings Ltd ADR 92763W103 4,353 52,020 SH   SOLE   52,020 0 0
Laboratory Corp of America Holdings Common Stock 50540R409 4,349 47,600 SH   SOLE   47,600 0 0
Boardwalk Pipeline Partners LP MLP 096627104 4,275 167,500 SH   SOLE   167,500 0 0
Sohu.com Inc Common Stock 83408W103 4,238 58,110 SH   SOLE   58,110 0 0
BioMed Realty Trust Inc REIT 09063H107 4,222 233,000 SH   SOLE   233,000 0 0
Mallinckrodt PLC Common Stock G5785G107 4,167 79,740 SH   SOLE   79,740 0 0
Bed Bath & Beyond Inc Put 075896950 4,015 50,000 SH Put SOLE   50,000 0 0
Illumina Inc Call 452327909 3,981 36,000 SH Call SOLE   36,000 0 0
Cliffs Natural Resources Inc Call 18683K901 3,932 150,000 SH Call SOLE   150,000 0 0
Rigel Pharmaceuticals Inc Common Stock 766559603 3,813 1,338,036 SH   SOLE   1,338,036 0 0
General Mills Inc Call 370334904 3,743 75,000 SH Call SOLE   75,000 0 0
First Horizon National Corp Common Stock 320517105 3,717 319,023 SH   SOLE   319,023 0 0
Washington Real Estate Investment Trust REIT 939653101 3,709 158,768 SH   SOLE   158,768 0 0
Integrated Device Technology Inc Common Stock 458118106 3,706 364,083 SH   SOLE   364,083 0 0
Office Depot Inc Common Stock 676220106 3,703 700,000 SH   SOLE   700,000 0 0
Artisan Partners Asset Management Inc Common Stock 04316A108 3,666 56,241 SH   SOLE   56,241 0 0
OpenTable Inc Common Stock 68372A104 3,663 46,148 SH   SOLE   46,148 0 0
Canadian Solar Inc Common Stock 136635109 3,661 122,762 SH   SOLE   122,762 0 0
Dr Pepper Snapple Group Inc Put 26138E959 3,654 75,000 SH Put SOLE   75,000 0 0
Activision Blizzard Inc Common Stock 00507V109 3,594 201,571 SH   SOLE   201,571 0 0
Thoratec Corp Common Stock 885175307 3,583 97,900 SH   SOLE   97,900 0 0
PVH Corp Common Stock 693656100 3,554 26,127 SH   SOLE   26,127 0 0
Rite Aid Corp Call 767754904 3,542 700,000 SH Call SOLE   700,000 0 0
CME Group Inc/IL Common Stock 12572Q105 3,533 45,028 SH   SOLE   45,028 0 0
SanDisk Corp Put 80004C951 3,527 50,000 SH Put SOLE   50,000 0 0
Texas Industries Inc Common Stock 882491103 3,508 51,000 SH   SOLE   51,000 0 0
Autodesk Inc Common Stock 052769106 3,425 68,060 SH   SOLE   68,060 0 0
Linear Technology Corp Call 535678906 3,416 75,000 SH Call SOLE   75,000 0 0
Donaldson Co Inc Common Stock 257651109 3,406 78,380 SH   SOLE   78,380 0 0
Tornier NV Common Stock N87237108 3,360 178,807 SH   SOLE   178,807 0 0
NuStar GP Holdings LLC MLP 67059L102 3,355 119,436 SH   SOLE   119,436 0 0
Signet Jewelers Ltd Common Stock G81276100 3,335 42,376 SH   SOLE   42,376 0 0
ON Semiconductor Corp Common Stock 682189105 3,304 400,991 SH   SOLE   400,991 0 0
Family Dollar Stores Inc Call 307000909 3,249 50,000 SH Call SOLE   50,000 0 0
VMware Inc Call 928563902 3,140 35,000 SH Call SOLE   35,000 0 0
Acxiom Corp Common Stock 005125109 3,129 84,600 SH   SOLE   84,600 0 0
iShares MSCI Mexico Capped ETF ETP 464286822 3,128 46,000 SH   SOLE   46,000 0 0
Prologis Inc REIT 74340W103 3,119 84,400 SH   SOLE   84,400 0 0
Maxim Integrated Products Inc Call 57772K901 3,069 110,000 SH Call SOLE   110,000 0 0
Community Health Systems Inc Common Stock 203668108 3,016 76,800 SH   SOLE   76,800 0 0
United States Steel Corp Call 912909908 2,950 100,000 SH Call SOLE   100,000 0 0
Post Holdings Inc Common Stock 737446104 2,933 59,533 SH   SOLE   59,533 0 0
NuStar GP Holdings LLC Call 67059L902 2,930 104,300 SH Call SOLE   104,300 0 0
Reynolds American Inc Common Stock 761713106 2,904 58,091 SH   SOLE   58,091 0 0
Hertz Global Holdings Inc Put 42805T955 2,862 100,000 SH Put SOLE   100,000 0 0
SPDR S&P Homebuilders ETF Call 78464A908 2,831 85,000 SH Call SOLE   85,000 0 0
Microsoft Corp Call 594918904 2,806 75,000 SH Call SOLE   75,000 0 0
Hewlett-Packard Co Put 428236953 2,798 100,000 SH Put SOLE   100,000 0 0
Sangamo Biosciences Inc Common Stock 800677106 2,771 199,465 SH   SOLE   199,465 0 0
First Solar Inc Put 336433957 2,732 50,000 SH Put SOLE   50,000 0 0
PowerShares Emerging Markets Sovereign Debt Portfolio Put 73936T953 2,700 100,000 SH Put SOLE   100,000 0 0
Navigator Holdings Ltd Common Stock Y62132108 2,694 100,000 SH   SOLE   100,000 0 0
ManTech International Corp/VA Common Stock 564563104 2,621 87,561 SH   SOLE   87,561 0 0
SunEdison Inc Put 86732Y959 2,610 200,000 SH Put SOLE   200,000 0 0
QUALCOMM Inc Put 747525953 2,599 35,000 SH Put SOLE   35,000 0 0
Intel Corp Put 458140950 2,596 100,000 SH Put SOLE   100,000 0 0
Advanced Micro Devices Inc Call 007903907 2,570 664,000 SH Call SOLE   664,000 0 0
Trulia Inc Common Stock 897888103 2,552 72,345 SH   SOLE   72,345 0 0
OGE Energy Corp Call 670837903 2,522 74,400 SH Call SOLE   74,400 0 0
NetApp Inc Put 64110D954 2,468 60,000 SH Put SOLE   60,000 0 0
Newfield Exploration Co Call 651290908 2,463 100,000 SH Call SOLE   100,000 0 0
NRG Yield Inc Common Stock 62942X108 2,405 60,105 SH   SOLE   60,105 0 0
Symantec Corp Call 871503908 2,358 100,000 SH Call SOLE   100,000 0 0
Juniper Networks Inc Call 48203R904 2,257 100,000 SH Call SOLE   100,000 0 0
Cisco Systems Inc Put 17275R952 2,243 100,000 SH Put SOLE   100,000 0 0
Mylan Inc/PA Common Stock 628530107 2,170 50,000 SH   SOLE   50,000 0 0
LinkedIn Corp Call 53578A908 2,168 10,000 SH Call SOLE   10,000 0 0
Powershares QQQ Trust Series 1 ETP 73935A104 2,133 24,250 SH   SOLE   24,250 0 0
SINA Corp/China Put G81477954 2,106 25,000 SH Put SOLE   25,000 0 0
Impax Laboratories Inc Common Stock 45256B101 2,098 83,438 SH   SOLE   83,438 0 0
Industrial Select Sector SPDR Fund ETP 81369Y704 2,090 40,000 SH   SOLE   40,000 0 0
HD Supply Holdings Inc Common Stock 40416M105 2,089 87,000 SH   SOLE   87,000 0 0
Joy Global Inc Put 481165958 2,047 35,000 SH Put SOLE   35,000 0 0
General Motors Co Put 37045V950 2,044 50,000 SH Put SOLE   50,000 0 0
Cirrus Logic Inc Call 172755900 2,043 100,000 SH Call SOLE   100,000 0 0
Rite Aid Corp Common Stock 767754104 2,028 400,862 SH   SOLE   400,862 0 0
Best Buy Co Inc Call 086516901 1,994 50,000 SH Call SOLE   50,000 0 0
Polypore International Inc Call 73179V903 1,945 50,000 SH Call SOLE   50,000 0 0
Imperva Inc Call 45321L900 1,925 40,000 SH Call SOLE   40,000 0 0
SAP AG ADR 803054204 1,915 21,977 SH   SOLE   21,977 0 0
JC Penney Co Inc Call 708160906 1,867 204,000 SH Call SOLE   204,000 0 0
Caterpillar Inc Put 149123951 1,816 20,000 SH Put SOLE   20,000 0 0
FXCM Inc Common Stock 302693106 1,784 100,000 SH   SOLE   100,000 0 0
Pandora Media Inc Call 698354907 1,729 65,000 SH Call SOLE   65,000 0 0
Charles Schwab Corp/The Common Stock 808513105 1,686 64,854 SH   SOLE   64,854 0 0
Vantage Drilling Co YANKEE G93205AA3 1,673 14,366,000 PRN   SOLE   14,366,000 0 0
Timken Co Put 887389954 1,652 30,000 SH Put SOLE   30,000 0 0
YY Inc ADR 98426T106 1,614 32,100 SH   SOLE   32,100 0 0
E-Commerce China Dangdang Inc ADR 26833A105 1,586 166,098 SH   SOLE   166,098 0 0
Atmel Corp Call 049513904 1,566 200,000 SH Call SOLE   200,000 0 0
Broadcom Corp Call 111320907 1,482 50,000 SH Call SOLE   50,000 0 0
Broadcom Corp Put 111320957 1,482 50,000 SH Put SOLE   50,000 0 0
Monarch Casino & Resort Inc Common Stock 609027107 1,439 71,661 SH   SOLE   71,661 0 0
Envision Healthcare Holdings Inc Common Stock 29413U103 1,434 40,375 SH   SOLE   40,375 0 0
ArthroCare Corp Common Stock 043136100 1,379 34,262 SH   SOLE   34,262 0 0
iPATH S&P 500 VIX Short-Term Futures ETN ETP 06742E711 1,366 32,100 SH   SOLE   32,100 0 0
Norcraft Cos Inc Common Stock 65557Y105 1,313 66,901 SH   SOLE   66,901 0 0
Zillow Inc Call 98954A907 1,226 15,000 SH Call SOLE   15,000 0 0
Telefonaktiebolaget LM Ericsson Call 294821908 1,224 100,000 SH Call SOLE   100,000 0 0
Callon Petroleum Co Common Stock 13123X102 1,217 186,300 SH   SOLE   186,300 0 0
CF Industries Holdings Inc Common Stock 125269100 1,212 5,200 SH   SOLE   5,200 0 0
Amicus Therapeutics Inc Common Stock 03152W109 1,204 512,284 SH   SOLE   512,284 0 0
Akamai Technologies Inc Put 00971T951 1,180 25,000 SH Put SOLE   25,000 0 0
Symantec Corp Put 871503958 1,179 50,000 SH Put SOLE   50,000 0 0
Groupon Inc Call 399473907 1,177 100,000 SH Call SOLE   100,000 0 0
Blue Capital Reinsurance Holdings Ltd Common Stock G1190F107 1,164 63,389 SH   SOLE   63,389 0 0
Garmin Ltd Call H29067909 1,155 25,000 SH Call SOLE   25,000 0 0
Electronic Arts Inc Call 285512909 1,147 50,000 SH Call SOLE   50,000 0 0
Electronic Arts Inc Put 285512959 1,147 50,000 SH Put SOLE   50,000 0 0
Fortinet Inc Common Stock 34959E109 1,025 53,597 SH   SOLE   53,597 0 0
Monolithic Power Systems Inc Common Stock 609839105 1,005 29,009 SH   SOLE   29,009 0 0
United Continental Holdings Inc Common Stock 910047109 995 26,300 SH   SOLE   26,300 0 0
Autohome Inc ADR 05278C107 987 26,966 SH   SOLE   26,966 0 0
International Flavors & Fragrances Inc Call 459506901 972 11,300 SH Call SOLE   11,300 0 0
Qlik Technologies Inc Call 74733T905 932 35,000 SH Call SOLE   35,000 0 0
Edwards Lifesciences Corp Common Stock 28176E108 922 14,027 SH   SOLE   14,027 0 0
American Eagle Outfitters Inc Common Stock 02553E106 879 61,042 SH   SOLE   61,042 0 0
Intersil Corp Common Stock 46069S109 860 75,000 SH   SOLE   75,000 0 0
OmniVision Technologies Inc Put 682128953 860 50,000 SH Put SOLE   50,000 0 0
Cirrus Logic Inc Put 172755950 817 40,000 SH Put SOLE   40,000 0 0
IAC/InterActiveCorp Common Stock 44919P508 772 11,250 SH   SOLE   11,250 0 0
Move Inc Common Stock 62458M207 743 46,474 SH   SOLE   46,474 0 0
JinkoSolar Holding Co Ltd ADR 47759T100 733 25,000 SH   SOLE   25,000 0 0
Spansion Inc Call 84649R900 710 51,100 SH Call SOLE   51,100 0 0
Altera Corp Common Stock 021441100 669 20,587 SH   SOLE   20,587 0 0
CONMED Corp Common Stock 207410101 551 12,963 SH   SOLE   12,963 0 0
First Solar Inc Call 336433907 546 10,000 SH Call SOLE   10,000 0 0
Semtech Corp Common Stock 816850101 511 20,209 SH   SOLE   20,209 0 0
FEI Co Common Stock 30241L109 447 5,000 SH   SOLE   5,000 0 0
Callidus Software Inc Common Stock 13123E500 412 30,000 SH   SOLE   30,000 0 0
Freescale Semiconductor Ltd Common Stock G3727Q101 401 25,000 SH   SOLE   25,000 0 0
Ryanair Holdings PLC ADR 783513104 393 8,372 SH   SOLE   8,372 0 0
Telenav Inc Common Stock 879455103 346 52,480 SH   SOLE   52,480 0 0
Stratasys Ltd Common Stock M85548101 344 2,551 SH   SOLE   2,551 0 0
Trina Solar Ltd Call 89628E904 342 25,000 SH Call SOLE   25,000 0 0
Inphi Corp Common Stock 45772F107 329 25,506 SH   SOLE   25,506 0 0
SolarCity Corp Common Stock 83416T100 320 5,625 SH   SOLE   5,625 0 0
Pandora Media Inc Common Stock 698354107 266 10,000 SH   SOLE   10,000 0 0
XenoPort Inc Common Stock 98411C100 250 43,449 SH   SOLE   43,449 0 0
3D Systems Corp Common Stock 88554D205 237 2,551 SH   SOLE   2,551 0 0
E-House China Holdings Ltd ADR 26852W103 220 14,600 SH   SOLE   14,600 0 0
Interface Inc Common Stock 458665304 215 9,813 SH   SOLE   9,813 0 0
Pacific Sunwear of California Inc Common Stock 694873100 207 62,013 SH   SOLE   62,013 0 0
dELiA*s Inc Common Stock 246911101 68 77,432 SH   SOLE   77,432 0 0