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
ACTIVISION BLIZZARD INC COM 00507V109 6,405 99,284 SH   SOLE   99,284 0 0
ADOBE SYS INC COM 00724F101 839 5,627 SH   SOLE   5,627 0 0
AIR PRODS & CHEMS INC COM 009158106 3,120 20,629 SH   SOLE   20,629 0 0
ALCOA CORP COM 013872106 7,036 150,930 SH   SOLE   150,930 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,423 48,767 SH   SOLE   48,767 0 0
ALPHABET INC CAP STK CL A 02079K305 9,762 10,025 SH   SOLE   10,025 0 0
AMBARELLA INC SHS G037AX101 2,451 50,000 SH   SOLE   50,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,900 40,000 SH   SOLE   40,000 0 0
AMGEN INC COM 031162100 2,797 15,000 SH   SOLE   15,000 0 0
ANAPTYSBIO INC COM 032724106 525 15,021 SH   SOLE   15,021 0 0
APPLE INC COM 037833100 8,085 52,459 SH   SOLE   52,459 0 0
APPLIED MATLS INC COM 038222105 7,032 135,000 SH   SOLE   135,000 0 0
ARCH COAL INC CL A 039380407 365 5,083 SH   SOLE   5,083 0 0
BIOGEN INC COM 09062X103 4,312 13,772 SH   SOLE   13,772 0 0
BOEING CO COM 097023105 4,891 19,241 SH   SOLE   19,241 0 0
BROADCOM LTD SHS Y09827109 2,447 10,089 SH   SOLE   10,089 0 0
CABOT OIL & GAS CORP COM 127097103 2,319 86,704 SH   SOLE   86,704 0 0
CATERPILLAR INC DEL COM 149123101 5,004 40,123 SH   SOLE   40,123 0 0
CELGENE CORP COM 151020104 9,064 62,157 SH   SOLE   62,157 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,739 7,538 SH   SOLE   7,538 0 0
CITIGROUP INC COM NEW 172967424 3,647 50,143 SH   SOLE   50,143 0 0
CLOVIS ONCOLOGY INC COM 189464100 3,567 43,292 SH   SOLE   43,292 0 0
COMMSCOPE HLDG CO INC COM 20337X109 767 23,096 SH   SOLE   23,096 0 0
DISH NETWORK CORP CL A 25470M109 1,198 22,092 SH   SOLE   22,092 0 0
DOWDUPONT INC COM 26078J100 6,506 93,978 SH   SOLE   93,978 0 0
ELECTRONIC ARTS INC COM 285512109 1,778 15,062 SH   SOLE   15,062 0 0
EXTREME NETWORKS INC COM 30226D106 8,480 713,193 SH   SOLE   713,193 0 0
FACEBOOK INC CL A 30303M102 15,449 90,415 SH   SOLE   90,415 0 0
FIREEYE INC COM 31816Q101 2,516 150,000 SH   SOLE   150,000 0 0
GLYCOMIMETICS INC COM 38000Q102 236 16,839 SH   SOLE   16,839 0 0
GOGO INC COM 38046C109 1,234 104,511 SH   SOLE   104,511 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,116 30,000 SH   SOLE   30,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 1,118 50,000 SH   SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106 4,650 32,808 SH   SOLE   32,808 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,799 200,518 SH   SOLE   200,518 0 0
II VI INC COM 902104108 4,875 118,470 SH   SOLE   118,470 0 0
INPHI CORP COM 45772F107 3,188 80,332 SH   SOLE   80,332 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 1,233 50,207 SH   SOLE   50,207 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 7,409 50,000 SH   SOLE   50,000 0 0
JUNIPER NETWORKS INC COM 48203R104 3,074 110,456 SH   SOLE   110,456 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 308 8,863 SH   SOLE   8,863 0 0
LAM RESEARCH CORP COM 512807108 1,388 7,500 SH   SOLE   7,500 0 0
LOCKHEED MARTIN CORP COM 539830109 3,116 10,041 SH   SOLE   10,041 0 0
LUMENTUM HLDGS INC COM 55024U109 3,847 70,789 SH   SOLE   70,789 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,485 7,200 SH   SOLE   7,200 0 0
MICRON TECHNOLOGY INC COM 595112103 3,161 80,365 SH   SOLE   80,365 0 0
MICROSOFT CORP COM 594918104 11,223 150,663 SH   SOLE   150,663 0 0
MORGAN STANLEY COM NEW 617446448 3,142 65,228 SH   SOLE   65,228 0 0
NETFLIX INC COM 64110L106 3,642 20,083 SH   SOLE   20,083 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,226 20,000 SH   SOLE   20,000 0 0
NUTANIX INC CL A 67059N108 1,120 50,000 SH   SOLE   50,000 0 0
NVIDIA CORP COM 67066G104 1,788 10,000 SH   SOLE   10,000 0 0
ORACLE CORP COM 68389X105 3,385 70,000 SH   SOLE   70,000 0 0
PAYPAL HLDGS INC COM 70450Y103 6,580 102,760 SH   SOLE   1,027,600 0 0
RANGE RES CORP COM 75281A109 393 20,083 SH   SOLE   20,083 0 0
RAYTHEON CO COM NEW 755111507 2,248 12,050 SH   SOLE   120,500 0 0
RETROPHIN INC COM 761299106 329 13,226 SH   SOLE   13,226 0 0
SALESFORCE COM INC COM 79466L302 3,747 40,104 SH   SOLE   40,104 0 0
SAREPTA THERAPEUTICS INC COM 803607100 315 6,939 SH   SOLE   6,939 0 0
SCHWAB CHARLES CORP NEW COM 808513105 1,094 25,000 SH   SOLE   25,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 3,424 50,000 SH   SOLE   50,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,426 62,856 SH   SOLE   62,856 0 0
TESARO INC COM 881569107 544 4,217 SH   SOLE   4,217 0 0
UNITED STATES STL CORP NEW COM 912909108 484 18,870 SH   SOLE   18,870 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,523 50,624 SH   SOLE   50,624 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 1,955 75,000 SH   SOLE   75,000 0 0
VERSARTIS INC COM 92529L102 30 12,137 SH   SOLE   12,137 0 0
VISA INC COM CL A 92826C839 4,660 44,275 SH   SOLE   44,275 0 0
VMWARE INC CL A COM 928563402 9,580 87,734 SH   SOLE   87,734 0 0
VULCAN MATLS CO COM 929160109 1,495 12,500 SH   SOLE   12,500 0 0
WAL-MART STORES INC COM 931142103 5,492 70,290 SH   SOLE   70,290 0 0
XPO LOGISTICS INC COM 983793100 4,084 60,249 SH   SOLE   60,249 0 0