The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 8,410 | 27,100 | SH | Put | SOLE | 17,400 | 0 | 9,700 | |
| APPLE INC | COM | 037833100 | 978 | 8,862 | SH | SOLE | 0 | 0 | 8,862 | ||
| APPLE INC | COM | 037833100 | 4,912 | 44,500 | SH | Call | SOLE | 33,800 | 0 | 10,700 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 5,474 | 184,880 | SH | SOLE | 98,600 | 0 | 86,280 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 5,658 | 289,111 | SH | SOLE | 149,900 | 0 | 139,211 | ||
| COMSTOCK RES INC | COM NEW | 205768203 | 1,572 | 230,826 | SH | SOLE | 87,022 | 0 | 143,804 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 12,348 | 251,028 | SH | SOLE | 133,500 | 0 | 117,528 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 2,227 | 74,353 | SH | SOLE | 38,670 | 0 | 35,683 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 3,429 | 91,500 | SH | SOLE | 48,260 | 0 | 43,240 | ||
| JETBLUE AIRWAYS CORP | COM | 477143101 | 2,524 | 159,149 | SH | SOLE | 84,240 | 0 | 74,909 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 12,021 | 343,359 | SH | SOLE | 181,800 | 0 | 161,559 | ||
| NEWFIELD EXPL CO | COM | 651290108 | 6,098 | 224,838 | SH | SOLE | 119,100 | 0 | 105,738 | ||
| SALESFORCE COM INC | COM | 79466L302 | 4,312 | 72,700 | SH | Put | SOLE | 46,500 | 0 | 26,200 | |
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 5,426 | 81,587 | SH | SOLE | 43,650 | 0 | 37,937 | ||
| SUNPOWER CORP | COM | 867652406 | 3,314 | 128,307 | SH | SOLE | 70,797 | 0 | 57,510 | ||
| TELENAV INC | COM | 879455103 | 1,444 | 216,500 | SH | SOLE | 0 | 0 | 216,500 | ||
| T MOBILE US INC | COM | 872590104 | 9,066 | 336,529 | SH | SOLE | 178,600 | 0 | 157,929 | ||
| UBIQUITI NETWORKS INC | COM | 90347A100 | 5,580 | 188,270 | SH | SOLE | 99,200 | 0 | 89,070 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 7,955 | 71,859 | SH | SOLE | 38,350 | 0 | 33,509 | ||