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 29,378 98,710 SH   SOLE 98,710 0 0
APPLE INC COM 037833100 1,002 8,050 SH   SOLE 8,050 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 230 45,000 SH   SOLE 45,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 296 6,000 SH   SOLE 6,000 0 0
BEST BUY INC COM 086516101 27,933 739,160 SH   SOLE 739,160 0 0
CALPINE CORP COM NEW 131347304 2,749 120,199 SH   SOLE 120,199 0 0
CAPSTONE TURBINE CORP COM 14067d102 14 21,800 SH   SOLE 21,800 0 0
CHICOS FAS INC COM 168615102 4,997 282,480 SH   SOLE 282,480 0 0
CIMAREX ENERGY CO COM 171798101 575 5,000 SH   SOLE 5,000 0 0
CONCHO RES INC COM 20605P101 1,449 12,500 SH   SOLE 12,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 30,316 200,110 SH   SOLE 200,110 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,921 47,500 SH   SOLE 47,500 0 0
D R HORTON INC COM 23331A109 17,094 600,210 SH   SOLE 600,210 0 0
DYCOM INDS INC COM 267475101 95,027 1,945,685 SH   SOLE 1,945,685 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 13,445 4,124,184 SH   SOLE 4,124,184 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,258 38,200 SH   SOLE 38,200 0 0
FACEBOOK INC CL A 30303M102 21,759 264,660 SH   SOLE 264,660 0 0
FIREEYE INC COM 31816Q101 393 10,000 SH   SOLE 10,000 0 0
FLOTEK INDS INC DEL COM 343389102 10,142 688,038 SH   SOLE 688,038 0 0
GENERAL MTRS CO COM 37045v100 63,068 1,681,813 SH   SOLE 1,681,813 0 0
HCA HOLDINGS INC COM 40412C101 9,744 129,520 SH   SOLE 129,520 0 0
HEADWATERS INC COM 42210P102 642 35,000 SH   SOLE 35,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,333 38,000 SH   SOLE 38,000 0 0
INFINERA CORPORATION COM 45667G103 19,566 994,730 SH   SOLE 994,730 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 587 5,000 SH   SOLE 5,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 25,238 200,160 SH   SOLE 200,160 0 0
LENNAR CORP CL A 526057104 15,457 298,340 SH   SOLE 298,340 0 0
LOGMEIN INC COM 54142L109 2,240 40,000 SH   SOLE 40,000 0 0
LULULEMON ATHLETICA INC COM 550021109 20,862 325,860 SH   SOLE 325,860 0 0
MASTEC INC COM 576323109 41,566 2,153,668 SH   SOLE 2,153,668 0 0
MATADOR RES CO COM 576485205 548 25,000 SH   SOLE 25,000 0 0
MGIC INVT CORP WIS COM 552848103 4,658 483,730 SH   SOLE 483,730 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 20,058 477,230 SH   SOLE 477,230 0 0
NEPTUNE TECHNOLOGIES BIORESO COM 64077P108 442 273,100 SH   SOLE 273,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,857 18,500 SH   SOLE 18,500 0 0
ORGANOVO HLDGS INC COM 68620A104 85 24,000 SH   SOLE 24,000 0 0
QUANTA SVCS INC COM 74762E102 65,155 2,283,725 SH   SOLE 2,283,725 0 0
SANCHEZ ENERGY CORP COM 79970Y105 260 20,000 SH   SOLE 20,000 0 0
SBA COMMUNICATIONS CORP COM 78388j106 19,074 162,885 SH   SOLE 162,885 0 0
SMITH & WESSON HLDG CORP COM 831756101 700 55,000 SH   SOLE 55,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,978 40,000 SH   SOLE 40,000 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 29,676 805,090 SH   SOLE 805,090 0 0
STARBUCKS CORP COM 855244109 14,082 148,700 SH   SOLE 148,700 0 0
SYNERGY RES CORP COM 87164P103 731 61,700 SH   SOLE 61,700 0 0
TUTOR PERINI CORP COM 901109108 20,880 894,237 SH   SOLE 894,237 0 0