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 263 6,000 SH   SOLE NONE 6,000 0 0
ADA ES INC COM 005208103 986 23,411 SH   SOLE NONE 23,411 0 0
AEGION CORP COM 00770f104 32,205 1,430,719 SH   SOLE NONE 1,430,719 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105 178 13,000 SH   SOLE NONE 13,000 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 1,836 350,400 SH   SOLE NONE 350,400 0 0
APPLE INC COM 037833100 535 1,350 SH   SOLE NONE 1,350 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 88 10,000 SH   SOLE NONE 10,000 0 0
APPROACH RESOURCES INC COM 03834A103 12,614 513,400 SH   SOLE NONE 513,400 0 0
ATWOOD OCEANICS INC COM 050095108 520 10,000 SH   SOLE NONE 10,000 0 0
BPZ RESOURCES INC COM 055639108 301 168,500 SH   SOLE NONE 168,500 0 0
CALPINE CORP COM NEW 131347304 3,148 148,299 SH   SOLE NONE 148,299 0 0
CAPSTONE TURBINE CORP COM 14067d102 1,132 967,800 SH   SOLE NONE 967,800 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,897 60,100 SH   SOLE NONE 60,100 0 0
CLEARWIRE CORP NEW CL A 18538q105 1,449 290,000 SH   SOLE NONE 290,000 0 0
CONCHO RES INC COM 20605P101 2,512 30,000 SH   SOLE NONE 30,000 0 0
CROWN CASTLE INTL CORP COM 228227104 15,650 216,200 SH   SOLE NONE 216,200 0 0
DELCATH SYS INC COM 24661p104 123 331,872 SH   SOLE NONE 331,872 0 0
DIAMONDBACK ENERGY INC COM 25278X109 783 23,500 SH   SOLE NONE 23,500 0 0
DYCOM INDS INC COM 267475101 50,487 2,181,807 SH   SOLE NONE 2,181,807 0 0
ENSCO PLC SHS CLASS A G3157S106 581 10,000 SH   SOLE NONE 10,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 410 6,600 SH   SOLE NONE 6,600 0 0
FLOTEK INDS INC DEL COM 343389102 16,671 929,238 SH   SOLE NONE 929,238 0 0
FLUOR CORP NEW COM 343412102 34,346 579,100 SH   SOLE NONE 579,100 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 696 45,000 SH   SOLE NONE 45,000 0 0
FX ENERGY INC COM 302695101 40 12,600 SH   SOLE NONE 12,600 0 0
GENERAL MTRS CO COM 37045v100 13,193 396,064 SH   SOLE NONE 396,064 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v118 20,296 845,681 PRN   SOLE NONE 845,681 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045v126 22,097 1,351,481 PRN   SOLE NONE 1,351,481 0 0
HALLIBURTON CO COM 406216101 10,442 250,300 SH   SOLE NONE 250,300 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 3,418 62,000 SH   SOLE NONE 62,000 0 0
KBR INC COM 48242w106 5,850 180,007 SH   SOLE NONE 180,007 0 0
KEY ENERGY SVCS INC COM 492914106 24,466 4,112,032 SH   SOLE NONE 4,112,032 0 0
KODIAK OIL & GAS CORP COM 50015q100 1,156 130,000 SH   SOLE NONE 130,000 0 0
LIVEPERSON INC COM 538146101 89 10,000 SH   SOLE NONE 10,000 0 0
LOUISIANA PAC CORP COM 546347105 296 20,000 SH   SOLE NONE 20,000 0 0
LULULEMON ATHLETICA INC COM 550021109 3,930 60,000 SH   SOLE NONE 60,000 0 0
MASTEC INC COM 576323109 70,086 2,130,175 SH   SOLE NONE 2,130,175 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 250 5,050 SH   SOLE NONE 5,050 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,012 55,000 SH   SOLE NONE 55,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,468 337,450 SH   SOLE NONE 337,450 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 22,334 250,300 SH   SOLE NONE 250,300 0 0
PDC ENERGY INC COM 69327r101 1,544 30,000 SH   SOLE NONE 30,000 0 0
PIONEER NAT RES CO COM 723787107 18,123 125,200 SH   SOLE NONE 125,200 0 0
PRIMORIS SVCS CORP COM 74164F103 690 35,000 SH   SOLE NONE 35,000 0 0
PROCERA NETWORKS INC COM NEW 74269U203 690 60,000 SH   SOLE NONE 60,000 0 0
QUANTA SVCS INC COM 74762E102 59,402 2,244,976 SH   SOLE NONE 2,244,976 0 0
SBA COMMUNICATIONS CORP COM 78388j106 22,324 301,185 SH   SOLE NONE 301,185 0 0
SM ENERGY CO COM 78454L100 24,028 400,600 SH   SOLE NONE 400,600 0 0
SOLAZYME INC COM 83415T101 3,723 317,700 SH   SOLE NONE 317,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 120,315 750,000 SH Put SOLE NONE 750,000 0 0
STRATASYS LTD SHS M85548101 251 3,000 SH   SOLE NONE 3,000 0 0
SYNERGY RES CORP COM 87164P103 1,647 225,000 SH   SOLE NONE 225,000 0 0
TERADYNE INC COM 880770102 1,757 100,000 SH   SOLE NONE 100,000 0 0
TRINITY INDS INC COM 896522109 30,448 792,100 SH   SOLE NONE 792,100 0 0
UNITED RENTALS INC COM 911363109 27,210 545,185 SH   SOLE NONE 545,185 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 805 16,000 SH   SOLE NONE 16,000 0 0
WABASH NATL CORP COM 929566107 23,740 2,331,990 SH   SOLE NONE 2,331,990 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 1,373 100,200 SH   SOLE NONE 100,200 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 1,559 46,500 SH   SOLE NONE 46,500 0 0
WHITING PETE CORP NEW COM 966387102 4,618 100,200 SH   SOLE NONE 100,200 0 0
WILLIAMS PARTNERS L P COM UNIT L P 96950F104 2,219 43,000 SH   SOLE NONE 43,000 0 0