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 | 50,093 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| WAYFAIR INC | COM CL A | 94419L101 | 28,860 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 25,026 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 24,471 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 22,682 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 21,713 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 21,469 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 20,543 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 17,357 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 15,882 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 14,071 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CORE MARK HOLDING CO INC | COM | 218681104 | 14,058 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 13,809 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| GOLDCORP INC NEW | COM | 380956409 | 13,391 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 13,088 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SPDR GOLD TR GOLD SHS | GOLD SHS | 78463V107 | 12,652 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 11,204 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 10,775 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 9,510 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONS ADR | 042068106 | 9,102 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CIMAREX ENERGY CO | COM | 171798101 | 8,352 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 8,025 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS | COM | 573284106 | 7,680 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC | COM | 620071100 | 6,964 | 256,200 | SH | SOLE | 256,200 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 5,537 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806208 | 5,365 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 5,073 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 4,284 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD | COM | 745915108 | 4,231 | 928,400 | SH | SOLE | 928,400 | 0 | 0 | ||
| ARCAM - AB | COM | W05243238 | 4,061 | 158,643 | SH | SOLE | 158,643 | 0 | 0 | ||
| RANDGOLD RES LTD | ADR | 752344309 | 3,361 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| II VI INC | COM | 902104108 | 1,126 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 682 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 183 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||