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 |
| ACUITY BRANDS INC | COM | 00508Y102 | 23,380 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 31,120 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 60,830 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 20,358 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X102 | 3,336 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CORE MARK HOLDINGS CO INC | COM | 218681104 | 18,347 | 223,904 | SH | SOLE | 223,904 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 20,276 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 10,619 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,165 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 5,918 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 2,775 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 4,740 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LIFEPOINT HEALTH INC | COM | 53219L109 | 8,808 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 13,334 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC | COM | 620071100 | 9,000 | 266,200 | SH | SOLE | 266,200 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 25,501 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 7,055 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 31,345 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD | COM | 745915108 | 3,133 | 928,400 | SH | SOLE | 928,400 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 12,453 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 7,840 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 6,450 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 9,429 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 18,844 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 1,914 | 238,400 | SH | SOLE | 238,400 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 38,706 | 812,800 | SH | SOLE | 812,800 | 0 | 0 | ||
| WORKIVA INC | COM CL A | 98139A105 | 5,271 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||