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
ACTUATE CORP COM 00508B102 4,309 715,847 SH   SOLE   385,950 0 329,897
AMAZON COM INC COM 023135106 5,617 16,700 SH Put SOLE   10,600 0 6,100
APPLE INC COM 037833100 7,308 13,616 SH   SOLE   6,000 0 7,616
APPLE INC COM 037833100 9,500 17,700 SH Call SOLE   11,400 0 6,300
CABOT OIL & GAS CORP COM 127097103 3,049 90,000 SH   SOLE   48,200 0 41,800
CHESAPEAKE ENERGY CORP COM 165167107 7,140 278,700 SH   SOLE   148,100 0 130,600
CHESAPEAKE ENERGY CORP COM 165167107 641 25,000 SH Call SOLE   16,300 0 8,700
COMSTOCK RES INC COM NEW 205768203 5,950 260,410 SH   SOLE   140,100 0 120,310
DELTA AIR LINES INC DEL COM NEW 247361702 4,159 120,028 SH   SOLE   64,300 0 55,728
ENSCO PLC SHS CLASS A G3157S106 2,388 45,253 SH   SOLE   24,270 0 20,983
HOLLYFRONTIER CORP COM 436106108 2,974 62,500 SH   SOLE   34,060 0 28,440
JETBLUE AIRWAYS CORP COM 477143101 2,624 301,924 SH   SOLE   161,800 0 140,124
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 489 12,500 SH   SOLE   6,700 0 5,800
LULULEMON ATHLETICA INC COM 550021109 1,052 20,000 SH Put SOLE   12,800 0 7,200
MICRON TECHNOLOGY INC COM 595112103 9,316 393,750 SH   SOLE   208,000 0 185,750
MICRON TECHNOLOGY INC COM 595112103 1,183 50,000 SH Call SOLE   32,200 0 17,800
NEWFIELD EXPL CO COM 651290108 6,925 220,838 SH   SOLE   119,000 0 101,838
NXP SEMICONDUCTORS N V COM N6596X109 1,690 28,730 SH   SOLE   19,000 0 9,730
SALESFORCE COM INC COM 79466L302 3,340 58,500 SH Put SOLE   36,400 0 22,100
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,355 255,607 SH   SOLE   138,900 0 116,707
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,623 28,900 SH Call SOLE   18,500 0 10,400
SUNPOWER CORP COM 867652406 3,147 97,564 SH   SOLE   54,400 0 43,164
TELENAV INC COM 879455103 3,440 577,208 SH   SOLE   234,698 0 342,510
T-MOBILE US INC COM 872590104 5,304 160,568 SH   SOLE   82,950 0 77,618
UBIQUITI NETWORKS INC COM 90347A100 568 12,500 SH   SOLE   6,700 0 5,800
WESTERN DIGITAL CORP COM 958102105 8,490 92,459 SH   SOLE   51,000 0 41,459
WESTERN DIGITAL CORP COM 958102105 918 10,000 SH Call SOLE   6,400 0 3,600
XO GROUP INC COM 983772104 280 27,629 SH   SOLE   15,008 0 12,621