| Acadia Pharm(ACAD) | COM | 004225108 | $4.1M | 150,000 | 39.2% |
| Autodesk Inc COM STK(ADSK) | COM | 052769106 | $4.1M | 100,000 | 39.1% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $2.1M | 125,000 | 20.2% |
| Sunedison Inc COM STK | COM | 86732Y109 | $10.2K | 1,280,000 | 0.1% |
| Ford Motor Company COM STK(F) | COM | 345370860 | $8.4K | 500,000 | 0.1% |
| Freeport Mcmoran Copper & Gold COM(FCX) | COM | 35671D857 | $6.6K | 200,000 | 0.1% |
| LyondellBasell Industries NV Ordinary Sh(LYB) | COM | N53745100 | $6.6K | 90,000 | 0.1% |
| Baytex Energy TR COM(BTE) | COM | 07317Q105 | $6.2K | 150,000 | 0.1% |
| Kla-Tencor Corp COM STK(KLAC) | COM | 482480100 | $6.1K | 100,000 | 0.1% |
| United Rentals Inc COM STK(URI) | COM | 911363109 | $5.8K | 100,000 | 0.1% |
| Proshares QQQ Ultrashort | COM | 74347X237 | $5.7K | 300,000 | 0.1% |
| LAM Resh Corp COM STK(LRCXEUR) | COM | 512807108 | $5.1K | 100,000 | 0.0% |
| Superior Energy Svcs Inc COM STK | COM | 868157108 | $5.0K | 200,000 | 0.0% |
| US Silica Holdings Inc(SLCAUSD) | COM | 90346E103 | $5.0K | 200,000 | 0.0% |
| General Electric Co COM STK | COM | 369604103 | $4.8K | 200,000 | 0.0% |
| Regal-Beloit Corp COM STK(RRX) | COM | 758750103 | $4.8K | 70,000 | 0.0% |
| ANN Inc COM STK | COM | 035623107 | $4.5K | 125,000 | 0.0% |
| Mastec Inc COM STK(MTZ) | COM | 576323109 | $4.3K | 142,900 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $4.1K | 200,000 | 0.0% |
| Resolute Energy Corp COM STK | COM | 76116A108 | $3.8K | 460,000 | 0.0% |
| Aruba Network Inc | COM | 043176106 | $3.7K | 225,000 | 0.0% |
| Tyson Foods Inc CL A COM STK(TSN) | COM | 902494103 | $3.7K | 130,000 | 0.0% |
| Proshares Ultrashort S&p500 | COM | 74347B300 | $3.7K | 100,000 | 0.0% |
| US Bancorp COM(USB) | COM | 902973304 | $3.7K | 100,000 | 0.0% |
| Proshares Ultrashort 2000 | COM | 74348A202 | $3.6K | 250,000 | 0.0% |
| Cameron Intl Corp COM | COM | 13342B105 | $3.5K | 60,000 | 0.0% |
| Arris Group Inc COM STK | COM | 04270V106 | $2.7K | 160,000 | 0.0% |
| Rosetta Resources Inc COM STK | COM | 777779307 | $2.7K | 50,000 | 0.0% |
| Patterson-Uti Energy Inc (EX P COM STK(PTEN) | COM | 703481101 | $2.7K | 125,000 | 0.0% |
| Synchronoss Technologies Inc COM STK | COM | 87157B103 | $2.7K | 70,000 | 0.0% |
| Matador Resources Co(MTDR) | COM | 576485205 | $2.5K | 150,000 | 0.0% |
| Invesco Mortgage Capital(IVREUR) | COM | 46131B100 | $2.3K | 150,000 | 0.0% |
| Ltx-Credence Corp COM STK | COM | 502403207 | $2.3K | 350,000 | 0.0% |
| International Paper Co COM STK(IP) | COM | 460146103 | $2.2K | 50,000 | 0.0% |
| Primoris Services Corp COM STK(PRIM) | COM | 74164F103 | $2.2K | 87,500 | 0.0% |
| Basic Energy Svcs Inc New COM STK | COM | 06985P100 | $2.2K | 175,000 | 0.0% |
| Textainer Group Hold | COM | G8766E109 | $1.9K | 50,000 | 0.0% |
| TAL Intrnatl GRP | COM | 874083108 | $1.9K | 40,000 | 0.0% |
| Dycom Industries Inc COM STK(DY) | COM | 267475101 | $1.8K | 65,000 | 0.0% |
| Campus Crest Cmntys Inc COM STK | COM | 13466Y105 | $1.8K | 165,000 | 0.0% |
| Capstone Turbine Corp COM STK | COM | 14067D102 | $1.7K | 1,481,000 | 0.0% |
| EOG RES Inc COM STK(EOG) | COM | 26875P101 | $1.7K | 10,000 | 0.0% |
| Terex Corp New COM STK(TEX) | COM | 880779103 | $1.7K | 50,000 | 0.0% |
| Formfactor Inc COM STK(FORM) | COM | 346375108 | $1.0K | 150,000 | 0.0% |
| Hatteras Financial COM STK REIT | COM | 41902R103 | $936 | 50,000 | 0.0% |
| Oasis Petroleum Inc | COM | 674215108 | $737 | 15,000 | 0.0% |
| KEY Energy Services Inc COM STK | COM | 492914106 | $729 | 100,000 | 0.0% |
| Jinkosolar Holding Co(JKS) | COM | 47759T100 | $474 | 21,000 | 0.0% |
| Diamondback Energy Inc COM STK(FANG) | COM | 25278X109 | $426 | 10,000 | 0.0% |
| Colony Financial Inc | COM | 19624R106 | $408 | 20,421 | 0.0% |