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 | 51,189 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 35,060 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 25,535 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 22,866 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FACEBOOK INC | COM | 30303M102 | 22,475 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | COM | 87336U105 | 19,147 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 19,117 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 17,558 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 17,300 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CORE MARK HOLDING CO INC | COM | 218681104 | 14,655 | 223,904 | SH | SOLE | 223,904 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 14,180 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LIFEPOINT HEALTH INC | COM | 53219L109 | 14,180 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,974 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC | COM | 620071100 | 8,343 | 266,200 | SH | SOLE | 266,200 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 8,302 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 6,358 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 5,390 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 5,017 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| WORKIVA INC | COM CL A | 98139A105 | 4,557 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD | COM | 745915108 | 3,640 | 939,000 | SH | SOLE | 939,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 3,046 | 357,500 | SH | SOLE | 357,500 | 0 | 0 | ||