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 | 41,555 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 37,863 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 32,320 | 747,800 | SH | SOLE | 747,800 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 29,410 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 24,526 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 23,961 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 22,887 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 16,889 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 15,270 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 14,766 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GOLDCORP INC NEW | COM | 380956409 | 12,984 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 12,779 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| CORE MARK HOLDING CO INC | COM | 218681104 | 12,234 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 11,814 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| FLIR SYS INC | COM | 302445101 | 10,544 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC | COM | 620071100 | 10,110 | 266,200 | SH | SOLE | 266,200 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 9,738 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 8,950 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 8,738 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 8,710 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 7,578 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 6,284 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 5,078 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 3,616 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD | COM | 745915108 | 3,484 | 928,400 | SH | SOLE | 928,400 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 3,431 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| WORKIVA INC | COM CL A | 98139A105 | 3,282 | 281,700 | SH | SOLE | 281,700 | 0 | 0 | ||
| FEI CO | COM | 30241L109 | 2,670 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 1,512 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ARCAM - AB | COM | W05243238 | 433 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| II VI INC | COM | 902104108 | 391 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||