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 53,192 60,000 SH   SOLE   60,000 0 0
COHERENT INC COM 192479103 24,677 120,000 SH   SOLE   120,000 0 0
WAYFAIR INC CL A 94419L101 21,055 520,000 SH   SOLE   520,000 0 0
PIONEER NAT RES CO COM 723787107 20,485 110,000 SH   SOLE   110,000 0 0
FACEBOOK INC COM 30303M102 19,887 140,000 SH   SOLE   140,000 0 0
EOG RES INC COM 26875P101 19,510 200,000 SH   SOLE   200,000 0 0
ORACLE CORP COM 68389X105 17,844 400,000 SH   SOLE   400,000 0 0
ALPHABET INC CAP STK CL A 02079K305 14,413 17,000 SH   SOLE   17,000 0 0
PANDORA MEDIA INC COM 698354107 14,172 1,200,000 SH   SOLE   1,200,000 0 0
INTL BUSINESS MACHINES COM 459200101 13,931 80,000 SH   SOLE   80,000 0 0
TRIMBLE INC COM 896239100 13,444 420,000 SH   SOLE   420,000 0 0
SHOPIFY INC CL A 82509L107 12,256 180,000 SH   SOLE   180,000 0 0
APPLE INC COM 037833100 11,493 80,000 SH   SOLE   80,000 0 0
NEW RELIC INC COM 64829B100 11,121 300,000 SH   SOLE   300,000 0 0
COGNEX CORP COM 192422103 10,914 130,000 SH   SOLE   130,000 0 0
SOUTHWEST AIRLS CO COM 844741108 10,752 200,000 SH   SOLE   200,000 0 0
UNION PAC CORP COM 907818108 10,592 100,000 SH   SOLE   100,000 0 0
BANK OF AMER CORP COM 060505104 8,610 365,000 SH   SOLE   365,000 0 0
MICROSOFT CORP COM 594918104 8,562 130,000 SH   SOLE   130,000 0 0
NOVANTA INC COM 67000B104 8,496 320,000 SH   SOLE   320,000 0 0
JPMORGAN CHASE & CO COM 46625H100 7,906 90,000 SH   SOLE   90,000 0 0
WIX COM LTD COM M98068105 6,790 100,000 SH   SOLE   100,000 0 0
INGEVITY CORP COM SHS 45688C107 6,085 100,000 SH   SOLE   100,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,077 50,000 SH   SOLE   50,000 0 0
HEICO CORP NEW CL A 422806208 6,000 80,000 SH   SOLE   80,000 0 0
TWILIO INC CL A 90138F102 5,774 200,000 SH   SOLE   200,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,815 40,000 SH   SOLE   40,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 4,723 50,000 SH   SOLE   50,000 0 0
PDF SOLUTIONS INC COM 693282105 4,537 200,595 SH   SOLE   200,595 0 0
WELLS FARGO & CO NEW COM 949746101 4,453 80,000 SH   SOLE   80,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 4,279 50,000 SH   SOLE   50,000 0 0
UNITED CONT HLDGS INC COM 910047109 4,238 60,000 SH   SOLE   60,000 0 0
US BANCORP DEL COM NEW 902973304 4,120 80,000 SH   SOLE   80,000 0 0
KNIGHT TRANS INC COM 499064103 3,919 125,000 SH   SOLE   125,000 0 0
ALASKA AIR GROUP INC COM 011659109 3,689 40,000 SH   SOLE   40,000 0 0
PURE TECHNOLOGIES LTD COM 745915108 3,415 968,400 SH   SOLE   968,400 0 0
TRUECAR INC COM 89785L107 3,094 200,000 SH   SOLE   200,000 0 0
ASPEN AEROGELS INC COM 04523Y105 2,953 711,500 SH   SOLE   711,500 0 0
SUNTRUST BKS INC COM 867914103 2,765 50,000 SH   SOLE   50,000 0 0
CRITEO S A SPON ADR 226718104 2,500 50,000 SH   SOLE   50,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,298 50,000 SH   SOLE   50,000 0 0
CLEAN HARBORS INC COM 184496107 2,225 40,000 SH   SOLE   40,000 0 0
GROUPON INC COM 399473107 1,965 500,000 SH   SOLE   500,000 0 0
IQE PLC SHS 0961992GB 803 1,050,000 SH   SOLE   1,050,000 0 0