The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 44,992 60,000 SH   SOLE   60,000 0 0
UNION PAC CORP COM 907818108 23,328 225,000 SH   SOLE   225,000 0 0
EOG RES INC COM 26875P101 20,726 205,000 SH   SOLE   205,000 0 0
PIONEER NAT RES CO COM 723787107 19,808 110,000 SH   SOLE   110,000 0 0
WAYFAIR INC CL A 94419L101 19,628 560,000 SH   SOLE   560,000 0 0
PANDORA MEDIA INC COM 698354107 17,604 1,350,000 SH   SOLE   1,350,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 16,599 100,000 SH   SOLE   100,000 0 0
COGNEX CORP COM 192422103 15,905 250,000 SH   SOLE   250,000 0 0
ALPHABET INC CAP STK CL A 02079K305 15,849 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 14,957 130,000 SH   SOLE   130,000 0 0
UNITED CONTL HLDGS INC COM 910047109 14,576 200,000 SH   SOLE   200,000 0 0
HALLIBURTON CO CAP STK CL A 406216101 13,523 250,000 SH   SOLE   250,000 0 0
TRIMBLE INC COM 896239100 12,060 400,000 SH   SOLE   400,000 0 0
APPLE INC COM 037833100 11,582 100,000 SH   SOLE   100,000 0 0
NEW RELIC INC COM 64829B100 10,735 380,000 SH   SOLE   380,000 0 0
TWILIO INC CL A 90138F102 11,540 400,000 SH   SOLE   400,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 10,295 120,000 SH   SOLE   120,000 0 0
SOUTHWEST AIRLS CO COM 844741108 9,968 200,000 SH   SOLE   200,000 0 0
CONCHO RES INC COM 20605P101 9,282 70,000 SH   SOLE   70,000 0 0
BANK AMER CORP COM 060505104 8,840 400,000 SH   SOLE   400,000 0 0
JPMORGAN CHASE & CO COM 46625H100 8,629 100,000 SH   SOLE   100,000 0 0
SHOPIFY INC CL A 82509L107 8,574 200,000 SH   SOLE   200,000 0 0
WELLS FARGO & CO NEW COM 949746101 8,267 150,000 SH   SOLE   150,000 0 0
KNIGHT TRANSN INC COM 499064103 8,263 250,000 SH   SOLE   250,000 0 0
NOVANTA INC COM 67000B104 8,138 387,526 SH   SOLE   387,526 0 0
AMBARELLA INC SHS G037AX101 8,120 150,000 SH   SOLE   150,000 0 0
CLEAN HARBORS INC COM 184496107 7,791 140,000 SH   SOLE   140,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,379 150,000 SH   SOLE   150,000 0 0
CORE MARK HOLDING CO INC COM 218681104 7,322 170,000 SH   SOLE   170,000 0 0
HEICO CORP NEW CL A 422806208 6,790 100,000 SH   SOLE   100,000 0 0
US BANCORP DEL COM NEW 902973304 6,164 120,000 SH   SOLE   120,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,670 500,000 SH   SOLE   500,000 0 0
SUNTRUST BKS INC COM 867914103 5,485 100,000 SH   SOLE   100,000 0 0
CIMAREX ENERGY CO COM 171798101 5,436 40,000 SH   SOLE   40,000 0 0
NORTHERN TR CORP COM 665859104 4,453 50,000 SH   SOLE   50,000 0 0
PDF SOLUTIONS INC COM 693282105 4,343 192,595 SH   SOLE   192,595 0 0
INGEVITY CORP COM 45688C107 4,115 75,000 SH   SOLE   75,000 0 0
ARCH COAL INC CL A 039380407 3,903 50,000 SH   SOLE   50,000 0 0
CITIZENS FINL GROUP INC COM 174610105 3,563 100,000 SH   SOLE   100,000 0 0
ALASKA AIR GROUP INC COM 011659109 3,549 40,000 SH   SOLE   40,000 0 0
PURE TECHNOLOGIES LTD COM 745915108 3,459 968,400 SH   SOLE   968,400 0 0
ASPEN AEROGELS INC COM 04523Y105 2,525 611,500 SH   SOLE   611,500 0 0
EAST WEST BANCORP INC COM 27579R104 2,033 40,000 SH   SOLE   40,000 0 0
CLEARFIELD INC COM 18482P103 1,242 60,000 SH   SOLE   60,000 0 0
CRITEO S A SPON ADR 226718104 1,232 30,000 SH   SOLE   30,000 0 0