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 57,681 60,000 SH   SOLE   60,000 0 0
AAR CORP COM 000361105 4,911 130,000 SH   SOLE   120,000 0 0
ALPHABET INC CAP STK CL A 02079K305 16,553 17,000 SH   SOLE   130,000 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 3,324 70,000 SH   SOLE   17,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2,470 544,044 SH   SOLE   70,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 11,618 85,000 SH   SOLE   544,044 0 0
APPIAN CORP CL A 03782L101 5,692 200,000 SH   SOLE   85,000 0 0
APPLE INC COM 037833100 11,559 75,000 SH   SOLE   200,000 0 0
ASPEN AEROGELS INC COM 04523Y105 3,073 706,500 SH   SOLE   75,000 0 0
AXON ENTERPRISE INC COM 05464C101 10,202 450,000 SH   SOLE   706,500 0 0
CIMAREX ENERGY CO COM 171798101 5,684 50,000 SH   SOLE   450,000 0 0
CODEXIS INC COM 192005106 13,633 2,050,000 SH   SOLE   50,000 0 0
COGNEX CORP COM 192422103 7,720 70,000 SH   SOLE   2,050,000 0 0
COHERENT INC COM 192479103 28,220 120,000 SH   SOLE   70,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 6,999 70,000 SH   SOLE   70,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,822 100,000 SH   SOLE   100,000 0 0
EOG RES INC COM 26875P101 26,120 270,000 SH   SOLE   270,000 0 0
FACEBOOK INC CL A 30303M102 22,213 130,000 SH   SOLE   130,000 0 0
HEICO CORP NEW CL A 422806208 6,096 80,000 SH   SOLE   80,000 0 0
HUBSPOT INC COM 443573100 10,086 120,000 SH   SOLE   120,000 0 0
INGEVITY CORP COM 45688C107 4,998 80,000 SH   SOLE   80,000 0 0
IQE PLC SHS 0961992GB 2,255 1,350,000 SH   SOLE   1,350,000 0 0
MICROSOFT CORP COM 594918104 7,449 100,000 SH   SOLE   100,000 0 0
NEW RELIC INC COM 64829B100 14,940 300,000 SH   SOLE   300,000 0 0
NOVANTA INC COM 67000B104 12,775 293,000 SH   SOLE   293,000 0 0
OKTA INC CL A 679295105 11,284 400,000 SH   SOLE   400,000 0 0
PANDORA MEDIA INC COM 698354107 15,400 2,000,000 SH   SOLE   2,000,000 0 0
PIONEER NAT RES CO COM 723787107 8,852 60,000 SH   SOLE   60,000 0 0
PURE TECHNOLOGIES LTD COM 745915108 4,013 968,400 SH   SOLE   968,400 0 0
RED HAT INC COM 756577102 11,086 100,000 SH   SOLE   100,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,322 30,000 SH   SOLE   30,000 0 0
SCHNITZER STL INDS CL A 806882106 5,630 200,000 SH   SOLE   200,000 0 0
SHOPIFY INC CL A 82509L107 15,144 130,000 SH   SOLE   130,000 0 0
SOUTHERN COPPER CORP COM 84265V105 11,928 300,000 SH   SOLE   300,000 0 0
SOUTHWEST AIRLS CO COM 844741108 5,598 100,000 SH   SOLE   100,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,015 100,000 SH   SOLE   100,000 0 0
TERADYNE INC COM 880770102 9,323 250,000 SH   SOLE   250,000 0 0
TRECORA RES COM 894648104 1,995 150,000 SH   SOLE   150,000 0 0
TRIMBLE INC COM 896239100 21,588 550,000 SH   SOLE   550,000 0 0
TRUECAR INC COM 89785L107 5,684 360,000 SH   SOLE   360,000 0 0
WAYFAIR INC CL A 94419L101 26,960 400,000 SH   SOLE   400,000 0 0
WIX COM LTD SHS M98068105 3,593 50,000 SH   SOLE   50,000 0 0
ZYNGA INC CL A 98986T108 18,900 5,000,000 SH   SOLE   5,000,000 0 0