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
AIR LEASE CORP CL A 00912X302 4,301 125,343 SH   SOLE   125,343 0 0
AMBARELLA INC SHS G037AX101 380 7,500 SH   SOLE   7,500 0 0
APPLE INC COM 037833100 1,656 15,000 SH   SOLE   15,000 0 0
BARRICK GOLD CORP COM 067901108 1,344 125,000 SH   SOLE   125,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,060 120,000 SH   SOLE   120,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 3,542 60,000 SH   SOLE   60,000 0 0
CAMECO CORP COM 13321L108 2,297 140,000 SH   SOLE   140,000 0 0
CF INDS HLDGS INC COM 125269100 4,088 15,000 SH   SOLE   15,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,736 71,320 SH   SOLE   71,320 0 0
DOLBY LABORATORIES INC COM 25659T107 2,156 50,000 SH   SOLE   50,000 0 0
EVEREST RE GROUP LTD COM G3223R108 2,873 16,870 SH   SOLE   16,870 0 0
EXACT SCIENCES CORP COM 30063P105 276 10,060 SH   SOLE   10,060 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 1,371 48,813 SH   SOLE   48,813 0 0
HMS HLDGS CORP COM 40425J101 846 40,000 SH   SOLE   40,000 0 0
HONEYWELL INTL INC COM 438516106 3,747 37,500 SH   SOLE   37,500 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 2,450 125,000 SH   SOLE   125,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 872 55,000 SH   SOLE   55,000 0 0
KAR AUCTION SVCS INC COM 48238T109 2,599 75,000 SH   SOLE   75,000 0 0
L BRANDS INC COM 501797104 2,597 30,000 SH   SOLE   30,000 0 0
LAM RESEARCH CORP COM 512807108 1,984 25,000 SH   SOLE   25,000 0 0
LULULEMON ATHLETICA INC COM 550021109 2,605 46,700 SH   SOLE   46,700 0 0
METLIFE INC COM 59156R108 3,004 55,530 SH   SOLE   55,530 0 0
MOBILE MINI INC COM 60740F105 1,620 40,000 SH   SOLE   40,000 0 0
MONSANTO CO NEW COM 61166W101 2,389 20,000 SH   SOLE   20,000 0 0
MYLAN INC COM 628530107 4,781 84,820 SH   SOLE   84,820 0 0
NEWFIELD EXPL CO COM 651290108 1,627 60,000 SH   SOLE   60,000 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 489 125,000 SH   SOLE   125,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,418 30,000 SH   SOLE   30,000 0 0
PIONEER NAT RES CO COM 723787107 1,861 12,500 SH   SOLE   12,500 0 0
PMC-SIERRA INC COM 69344F106 1,832 200,000 SH   SOLE   200,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 1,042 30,000 SH   SOLE   30,000 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 11,025 500,000 SH   SOLE   500,000 0 0
QUANTA SVCS INC COM 74762E102 1,987 70,000 SH   SOLE   70,000 0 0
RALPH LAUREN CORP CL A 751212101 2,315 12,500 SH   SOLE   12,500 0 0
RELYPSA INC COM 759531106 693 22,500 SH   SOLE   22,500 0 0
SALESFORCE COM INC COM 79466L302 2,372 40,000 SH   SOLE   40,000 0 0
SCHLUMBERGER LTD COM 806857108 1,964 23,000 SH   SOLE   23,000 0 0
TJX COS INC NEW COM 872540109 2,400 35,000 SH   SOLE   35,000 0 0
UNITED RENTALS INC COM 911363109 2,040 20,000 SH   SOLE   20,000 0 0