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 58,080 60,000 SH   SOLE   60,000 0 0
PIONEER NAT RES CO COM 723787107 31,916 200,000 SH   SOLE   200,000 0 0
EOG RES INC COM 26875P101 30,777 340,000 SH   SOLE   340,000 0 0
WAYFAIR INC CL A 94419L101 30,752 400,000 SH   SOLE   400,000 0 0
COHERENT INC COM 192479103 26,999 120,000 SH   SOLE   120,000 0 0
FACEBOOK INC COM 30303M102 19,627 130,000 SH   SOLE   130,000 0 0
PANDORA MEDIA INC COM 698354107 17,840 2,000,000 SH   SOLE   2,000,000 0 0
ALPHABET INC CAP STK CL A 02079K305 15,805 17,000 SH   SOLE   17,000 0 0
TRIMBLE INC COM 896239100 14,268 400,000 SH   SOLE   400,000 0 0
AXON ENTERPRISE INC COM 05464C101 12,570 500,000 SH   SOLE   500,000 0 0
SOUTHWEST AIRLNS CO COM 844741108 12,428 200,000 SH   SOLE   200,000 0 0
NEW RELIC INC COMM 64829B100 12,043 280,000 SH   SOLE   280,000 0 0
ORACLE CORP COM 68389X105 11,532 230,000 SH   SOLE   230,000 0 0
SHOPIFY INC CL A 82509L107 11,297 130,000 SH   SOLE   130,000 0 0
APPLE INC COM 037833100 10,802 75,000 SH   SOLE   75,000 0 0
TRUECAR INC COM 89785L107 10,164 510,000 SH   SOLE   510,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,924 75,000 SH   SOLE   75,000 0 0
NOVANTA INC COM 67000B104 9,900 275,000 SH   SOLE   275,000 0 0
RED HAT INC COM 756577102 9,575 100,000 SH   SOLE   100,000 0 0
OKTA INC COM 679295105 9,120 400,000 SH   SOLE   400,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,061 150,000 SH   SOLE   150,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,013 70,000 SH   SOLE   70,000 0 0
MICROSOFT CORP COM 594918104 6,893 100,000 SH   SOLE   100,000 0 0
TERADYNE INC COM 880770102 6,006 200,000 SH   SOLE   200,000 0 0
COGNEX CORP COM COM 192422103 5,943 70,000 SH   SOLE   70,000 0 0
WIX COM LTD COM M98068105 5,916 85,000 SH   SOLE   85,000 0 0
UNION PAC CORP COM 907818108 5,446 50,000 SH   SOLE   50,000 0 0
HEICO CORP NEW CL A 422806208 4,964 80,000 SH   SOLE   80,000 0 0
CIMAREX ENERGY CO COM 171798101 4,701 50,000 SH   SOLE   50,000 0 0
INGEVITY CORP COM SHS 45688C107 4,592 80,000 SH   SOLE   80,000 0 0
UNITED CONT HLDGS INC COM 910047109 4,515 60,000 SH   SOLE   60,000 0 0
TILE SHOP HLDGS INC COM 88677Q109 4,130 200,000 SH   SOLE   200,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,047 30,000 SH   SOLE   30,000 0 0
PURE TECHNOLOGIES LTD COM 745915108 3,653 968,400 SH   SOLE   968,400 0 0
APPIAN CORP COM 03782L101 3,630 200,000 SH   SOLE   200,000 0 0
AAR CORP COM 000361105 3,476 100,000 SH   SOLE   100,000 0 0
ASPEN AEROGELS INC COM 04523Y105 3,166 711,500 SH   SOLE   711,500 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2,513 544,044 SH   SOLE   544,044 0 0
CLEAN HARBORS INC COM 184496107 2,233 40,000 SH   SOLE   40,000 0 0
CRITEO S A SPON ADR 226718104 1,962 40,000 SH   SOLE   40,000 0 0
TRECORA RES COM 894648104 1,688 150,000 SH   SOLE   150,000 0 0
IQE PLC SHS 0961992GB 1,477 1,350,000 SH   SOLE   1,350,000 0 0
HUBSPOT INC COM 443573100 1,315 20,000 SH   SOLE   20,000 0 0