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 | 10,084 | 27,100 | SH | Put | SOLE | 17,400 | 0 | 9,700 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 871 | 16,500 | SH | SOLE | 9,000 | 0 | 7,500 | ||
| ANADARKO PETE CORP | COM | 032511107 | 1,325 | 16,000 | SH | SOLE | 8,650 | 0 | 7,350 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 5,814 | 196,880 | SH | SOLE | 106,700 | 0 | 90,180 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 5,021 | 354,611 | SH | SOLE | 192,300 | 0 | 162,311 | ||
| COMSTOCK RES INC | COM NEW | 205768203 | 2,225 | 623,376 | SH | SOLE | 331,722 | 0 | 291,654 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 1,494 | 24,000 | SH | SOLE | 13,200 | 0 | 10,800 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 1,092 | 25,000 | SH | SOLE | 13,550 | 0 | 11,450 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 12,912 | 287,178 | SH | SOLE | 155,400 | 0 | 131,778 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 2,434 | 115,524 | SH | SOLE | 63,170 | 0 | 52,354 | ||
| EOG RES INC | COM | 26875P101 | 2,155 | 23,500 | SH | SOLE | 12,000 | 0 | 11,500 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 3,423 | 85,000 | SH | SOLE | 46,360 | 0 | 38,640 | ||
| JETBLUE AIRWAYS CORP | COM | 477143101 | 674 | 35,000 | SH | SOLE | 26,800 | 0 | 8,200 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 13,412 | 494,359 | SH | SOLE | 267,100 | 0 | 227,259 | ||
| NEWFIELD EXPL CO | COM | 651290108 | 4,505 | 128,388 | SH | SOLE | 73,200 | 0 | 55,188 | ||
| SALESFORCE COM INC | COM | 79466L302 | 4,356 | 65,200 | SH | Put | SOLE | 41,900 | 0 | 23,300 | |
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 5,624 | 108,087 | SH | SOLE | 58,350 | 0 | 49,737 | ||
| SUNPOWER CORP | COM | 867652406 | 1,299 | 41,485 | SH | SOLE | 22,297 | 0 | 19,188 | ||
| T MOBILE US INC | COM | 872590104 | 12,224 | 385,729 | SH | SOLE | 207,100 | 0 | 178,629 | ||
| TELENAV INC | COM | 879455103 | 1,715 | 216,500 | SH | SOLE | 0 | 0 | 216,500 | ||
| UBIQUITI NETWORKS INC | COM | 90347A100 | 7,719 | 261,230 | SH | SOLE | 139,650 | 0 | 121,580 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 1,681 | 25,000 | SH | SOLE | 13,500 | 0 | 11,500 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 7,435 | 81,699 | SH | SOLE | 44,550 | 0 | 37,149 | ||