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
ABENGOA YIELD PLC ORD SHS COM G00349103 16,172 427,598 SH   SOLE   427,598 0 0
ACCELERON PHARMA INC COM COM 00434h108 527 15,500 SH   SOLE   15,500 0 0
ADOBE SYS INC COM COM 00724f101 13,358 184,607 SH   SOLE   184,607 0 0
AETNA INCCMN COM 00817y108 19,969 246,287 SH   SOLE   246,287 0 0
ALLY FINL INC COM COM 02005n100 12,090 505,664 SH   SOLE   505,664 0 0
AMERCO COM COM 023586100 1,850 6,364 SH   SOLE   6,364 0 0
AMERICAN AIRLINES GROUP INC CM COM 02376r102 25,533 594,337 SH   SOLE   594,337 0 0
AMERICAN INTL GROUP COM 026874784 16,790 307,629 SH   SOLE   307,629 0 0
ANADARKO PETROLEUM CORP COM 032511107 8,050 73,539 SH   SOLE   73,539 0 0
APPLIED OPTOELECTR INC COM COM 03823u102 841 36,264 SH   SOLE   36,264 0 0
ASPEN TECHNOLOGY INC COM COM 045327103 7,132 153,714 SH   SOLE   153,714 0 0
AUTODESK INC COM COM 052769106 11,021 195,476 SH   SOLE   195,476 0 0
BAIDU INC SPON ADR REP A COM 056752108 18,941 101,392 SH   SOLE   101,392 0 0
BALLY TECHNOLOGIES INC COM COM 05874b107 7,631 116,115 SH   SOLE   116,115 0 0
BIODELIVERY SCIEN INTL COM COM 09060j106 442 36,591 SH   SOLE   36,591 0 0
CELGENE CORP COM COM 151020104 14,153 164,802 SH   SOLE   164,802 0 0
COMCAST CORP COM 20030n101 13,662 254,509 SH   SOLE   254,509 0 0
CONSTELLIUM NV CL A COM n22035104 14,369 448,202 SH   SOLE   448,202 0 0
CYRUSONE INC COM COM 23283r100 1,233 49,523 SH   SOLE   49,523 0 0
DAVITA INC COM 23918K108 16,751 231,627 SH   SOLE   231,627 0 0
DIAMOND FOODS INC COM COM 252603105 8,368 296,753 SH   SOLE   296,753 0 0
ENTRAVISION COMMUNCTNS CL A COM 29382r107 249 40,000 SH   SOLE   40,000 0 0
EROS INTL PLC SHS NEW COM g3788m114 580 38,209 SH   SOLE   38,209 0 0
FAMOUS DAVES AMER INC COM COM 307068106 500 17,426 SH   SOLE   17,426 0 0
FLAMEL TECHNOLOGIES SA SPONSOR COM 338488109 446 29,750 SH   SOLE   29,750 0 0
GASLOG PARTNERS LP UNIT LTD PT COM Y2687W108 11,450 314,659 SH   SOLE   314,659 0 0
GOLAR LNG LTD COM G9456A100 601 10,000 SH   SOLE   10,000 0 0
HCA INC COM 40412c101 29,501 523,249 SH   SOLE   523,249 0 0
HEICO CORP NEW CL A COM 422806208 1,406 34,634 SH   SOLE   34,634 0 0
HESS CORP COM COM 42809H107 15,832 160,097 SH   SOLE   160,097 0 0
HOLOGIC INC COM COM 436440101 12,481 492,329 SH   SOLE   492,329 0 0
HUMANA INC COM COM 444859102 14,728 115,312 SH   SOLE   115,312 0 0
IMPAX LABORATORIES INC COM COM 45256B101 7,590 253,089 SH   SOLE   253,089 0 0
INFINITY PPTY & CAS CP COM COM 45665q103 1,398 20,796 SH   SOLE   20,796 0 0
INTERMUNE INC COM COM 45884x103 19,947 451,796 SH   SOLE   451,796 0 0
LIBERTY GLOBAL INC COM SER A COM g5480u104 13,656 308,810 SH   SOLE   308,810 0 0
LIFE TIME FITNESS INC COM 53217R207 14,237 292,093 SH   SOLE   292,093 0 0
LIFELOCK INC COM COM 53224V100 796 57,027 SH   SOLE   57,027 0 0
LINKEDIN CORP - A COM 53578A108 10,776 62,843 SH   SOLE   62,843 0 0
LULULEMON ATHLETICA IN COM COM 550021109 931 23,000 SH   SOLE   23,000 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 578 38,175 SH   SOLE   38,175 0 0
MICRON TECHNOLOGY INC COM COM 595112103 18,608 564,741 SH   SOLE   564,741 0 0
MONSANTO CO COM 61166W101 20,274 162,531 SH   SOLE   162,531 0 0
NORDIC AMERN OFFSH LTD SHS COM y6366t112 1,817 95,000 SH   SOLE   95,000 0 0
NORTHSTAR ASSET MGMT G COM COM 66705Y104 14,676 829,128 SH   SOLE   829,128 0 0
NORTHSTAR RLTY FIN CP COM COM 66704r704 17,886 1,029,129 SH   SOLE   1,029,129 0 0
OCCIDENTAL PETE CP DEL COM COM 674599105 18,939 184,539 SH   SOLE   184,539 0 0
OCWEN FINL CORP COM NEW COM 675746309 13,367 360,302 SH   SOLE   360,302 0 0
OMNICARE INC COM COM 681904108 1,232 18,500 SH   SOLE   18,500 0 0
PIONEER NAT RES CO COM COM 723787107 16,889 73,490 SH   SOLE   73,490 0 0
PRECISION DRILLING CORP COM 74022D308 1,062 75,000 SH   SOLE   75,000 0 0
PROS HOLDINGS INC COM COM 74346y103 476 18,000 SH   SOLE   18,000 0 0
Q2 HOLDINGS INC COM 74736l109 245 17,209 SH   SOLE   17,209 0 0
RENTRAK CORP COM COM 760174102 974 18,561 SH   SOLE   18,561 0 0
REVLON INC CL A NEW COM 761525609 1,164 38,149 SH   SOLE   38,149 0 0
REXNORD CORP NEW COM COM 76169B102 929 33,000 SH   SOLE   33,000 0 0
RITE AID CORP COM COM 767754104 9,698 1,352,623 SH   SOLE   1,352,623 0 0
ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 6,079 73,800 SH   SOLE   73,800 0 0
RYMAN HOSPITALITY PPTY COM COM 78377T107 8,336 173,116 SH   SOLE   173,116 0 0
SCHLUMBERGER LTD COM COM 806857108 31,772 269,367 SH   SOLE   269,367 0 0
SENOMYX INC COM COM 81724q107 259 30,000 SH   SOLE   30,000 0 0
STILLWATER MNG CO COM COM 86074q102 940 53,586 SH   SOLE   53,586 0 0
SUNEDISON INC COM COM 86732Y109 14,525 642,692 SH   SOLE   642,692 0 0
SYNAPTICS INC COM 87157d109 8,073 89,065 SH   SOLE   89,065 0 0
TABLEAU SOFTWARE INC CL A COM 87336U105 1,034 14,500 SH   SOLE   14,500 0 0
TEMPUR PEDIC INTL INC COM COM 88023u101 19,059 319,246 SH   SOLE   319,246 0 0
TENNECO INC COM COM 880349105 11,251 171,255 SH   SOLE   171,255 0 0
TRIBUNE CO NEW CL A COM 896047503 18,999 223,388 SH   SOLE   223,388 0 0
TW TELECOM INC COM COM 87311l104 12,531 310,860 SH   SOLE   310,860 0 0
VALUEVISION MEDIA INC CL A COM 92047k107 1,259 252,362 SH   SOLE   252,362 0 0
VANDA PHARMACEUTICALS COM COM 921659108 470 29,077 SH   SOLE   29,077 0 0
VERTEX PHARMACEUTICALS COM COM 92532f100 12,006 126,811 SH   SOLE   126,811 0 0
WHITEWAVE FOODS CO COM CL A COM 966244105 11,372 351,316 SH   SOLE   351,316 0 0
WILLIAMS COS INC DEL COM COM 969457100 31,667 544,006 SH   SOLE   544,006 0 0
WR GRACE & CO COM 38388F108 14,148 149,666 SH   SOLE   149,666 0 0
XPO LOGISTICS INC COM COM 983793100 1,479 51,689 SH   SOLE   51,689 0 0