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 |
| APPLE INC | COM | 037833100 | 8,051 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 7,780 | 1,000,000 | SH | SOLE | N/A | 1,000,000 | 0 | 0 | |
| D R HORTON INC | COM | 23331A109 | 17,320 | 800,000 | SH | SOLE | N/A | 800,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 20,845 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 5,573 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | |
| NORTH ATLANTIC DRILLING LTD | COM | G6613P202 | 4,995 | 565,000 | SH | SOLE | N/A | 565,000 | 0 | 0 | |
| SOLARCITY CORP | COM | 83416T100 | 16,907 | 270,000 | SH | SOLE | N/A | 270,000 | 0 | 0 | |
| SUNEDISON INC | COM | 86732Y109 | 14,224 | 755,000 | SH | SOLE | N/A | 755,000 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 4,169 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | |
| TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 4,035 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | |