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 |
| AMAZONCOM INC | COM | 023135106 | 43,409 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 36,896 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| MOBILEYE NV AMSTELVEEN | ORD SHS | N51488117 | 21,268 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 20,693 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 20,683 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| LIFEPOINT HEALTH INC | COM | 53219L109 | 19,999 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 18,814 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 17,998 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 16,101 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 14,575 | 250,001 | SH | SOLE | 250,001 | 0 | 0 | ||
| NOVARTIS AG | SPONSORED ADR | 66987V109 | 13,768 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 13,614 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 13,480 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CORE MARK HOLDING CO INC | COM | 218681104 | 13,266 | 223,904 | SH | SOLE | 223,904 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 12,080 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 10,557 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 8,759 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 8,414 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC | COM | 620071100 | 8,010 | 266,200 | SH | SOLE | 266,200 | 0 | 0 | ||
| KENNEDY-WILSON HLDG INC | COM | 489398107 | 7,377 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,861 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 5,580 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD | COM | 745915108 | 5,448 | 939,000 | SH | SOLE | 939,000 | 0 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 4,769 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 3,375 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 3,282 | 367,500 | SH | SOLE | 367,500 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 3,181 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 2,567 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| WORKIVA INC | COM CL A | 98139A105 | 1,946 | 140,700 | SH | SOLE | 140,700 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 1,882 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DIGITAL TURBINE INC | COM NEW | 25400W102 | 151 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||