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
APPLE INC COM 037833100 888 8,050 SH   SOLE 8,050 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 186 35,000 SH   SOLE 35,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 260 6,000 SH   SOLE 6,000 0 0
BEST BUY INC COM 086516101 38,629 1,040,660 SH   SOLE 1,040,660 0 0
CALPINE CORP COM NEW 131347304 2,047 140,199 SH   SOLE 140,199 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 20,943 2,996,100 SH   SOLE 2,996,100 0 0
CIENA CORP COM NEW 171779309 11,009 531,300 SH   SOLE 531,300 0 0
CONCHO RES INC COM 20605P101 2,062 20,981 SH   SOLE 20,981 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 34,876 442,200 SH   SOLE 442,200 0 0
D R HORTON INC COM 23331A109 19,642 669,010 SH   SOLE 669,010 0 0
DYCOM INDS INC COM 267475101 139,752 1,931,342 SH   SOLE 1,931,342 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 6,826 4,087,584 SH   SOLE 4,087,584 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 951 38,200 SH   SOLE 38,200 0 0
FIREEYE INC COM 31816Q101 318 10,000 SH   SOLE 10,000 0 0
FLOTEK INDS INC DEL COM 343389102 11,087 663,900 SH   SOLE 663,900 0 0
GENERAL MTRS CO COM 37045v100 62,418 2,079,213 SH   SOLE 2,079,213 0 0
HEADWATERS INC COM 42210P102 188 10,000 SH   SOLE 10,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 97 13,000 SH   SOLE 13,000 0 0
INFINERA CORPORATION COM 45667G103 30,338 1,551,030 SH   SOLE 1,551,030 0 0
LENNAR CORP CL A 526057104 10,901 226,500 SH   SOLE 226,500 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 552 15,000 SH   SOLE 15,000 0 0
LOGMEIN INC COM 54142L109 3,408 50,000 SH   SOLE 50,000 0 0
MASTEC INC COM 576323109 65,089 4,111,745 SH   SOLE 4,111,745 0 0
MATADOR RES CO COM 576485205 1,029 49,611 SH   SOLE 49,611 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 36,767 808,430 SH   SOLE 808,430 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 115 104,200 SH   SOLE 104,200 0 0
NOVATEL WIRELESS INC COM NEW 66987M604 22 10,000 SH   SOLE 10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,611 18,500 SH   SOLE 18,500 0 0
OCLARO INC COM NEW 67555N206 23 10,000 SH   SOLE 10,000 0 0
ORGANOVO HLDGS INC COM 68620A104 64 24,000 SH   SOLE 24,000 0 0
QUANTA SVCS INC COM 74762E102 68,495 2,829,195 SH   SOLE 2,829,195 0 0
SBA COMMUNICATIONS CORP COM 78388j106 17,061 162,885 SH   SOLE 162,885 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,697 62,300 SH   SOLE 62,300 0 0
SMITH & WESSON HLDG CORP COM 831756101 1,097 65,000 SH   SOLE 65,000 0 0
TOLL BROTHERS INC COM 889478103 5,136 150,000 SH   SOLE 150,000 0 0
TUTOR PERINI CORP COM 901109108 15,404 935,837 SH   SOLE 935,837 0 0