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 70,168 60,000 SH   SOLE   60,000 0 0
COHERENT INC COM 192479103 33,866 120,000 SH   SOLE   120,000 0 0
CODEXIS INC COM 192005106 27,138 3,250,000 SH   SOLE   3,250,000 0 0
WAYFAIR INC CL A 94419L101 24,081 300,000 SH   SOLE   300,000 0 0
EOG RESOURCES INC COM 26875P101 23,740 220,000 SH   SOLE   220,000 0 0
TRIMBLE INC COM 896239100 22,352 550,000 SH   SOLE   550,000 0 0
VERISK ANALYTICS COM 92345Y106 19,200 200,000 SH   SOLE   200,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 17,247 150,000 SH   SOLE   150,000 0 0
UNITED RENTALS INC COM 911363109 17,191 100,000 SH   SOLE   100,000 0 0
NEW RELIC INC COM 64829B100 16,176 280,000 SH   SOLE   280,000 0 0
ZYNGA INC CL A 98986T108 16,000 4,000,000 SH   SOLE   4,000,000 0 0
NOVANTA INC COM 67000B104 13,750 275,000 SH   SOLE   275,000 0 0
UNION PACIFIC CORP COM 907818108 13,410 100,000 SH   SOLE   100,000 0 0
APPLE INC COM 037833100 12,692 75,000 SH   SOLE   75,000 0 0
PHILLIPS 66 COM 718546104 12,138 120,000 SH   SOLE   120,000 0 0
AMERICAN TOWER CORPORATION COM 03027X100 12,127 85,000 SH   SOLE   85,000 0 0
RED HAT INC COM 756577102 12,010 100,000 SH   SOLE   100,000 0 0
AXON ENTERPRISE INC COM 05464C101 11,925 450,000 SH   SOLE   450,000 0 0
APPIAN CORP COM 03782L101 11,648 370,000 SH   SOLE   370,000 0 0
PANDORA MEDIA INC COM 698354107 11,568 2,400,000 SH   SOLE   2,400,000 0 0
FACEBOOK INC COM 30303M102 10,588 60,000 SH   SOLE   60,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 10,557 160,000 SH   SOLE   160,000 0 0
TERADYNE INC COM 880770102 10,468 250,000 SH   SOLE   250,000 0 0
OKTA INC COM 679295105 10,244 400,000 SH   SOLE   400,000 0 0
MICROSOFT CORP COM 594918104 8,554 100,000 SH   SOLE   100,000 0 0
VALERO ENERGY CORP COM 91913Y100 8,272 90,000 SH   SOLE   90,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,168 50,000 SH   SOLE   50,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,771 70,000 SH   SOLE   70,000 0 0
HEICO CORP CL A 422806208 6,324 80,000 SH   SOLE   80,000 0 0
ANDEAVOR COM 03349M105 5,717 50,000 SH   SOLE   50,000 0 0
INGEVITY CORP COM 45688C107 5,638 80,000 SH   SOLE   80,000 0 0
AAR CORP COM 000361105 4,322 110,000 SH   SOLE   110,000 0 0
ASPEN AEROGELS INC COM 04523Y105 3,448 706,500 SH   SOLE   706,500 0 0
IQE PLC COM 0961992GB 2,497 1,350,000 SH   SOLE   1,350,000 0 0
AMERICAN SUPERCONDUCTOR COM 030111207 1,975 544,044 SH   SOLE   544,044 0 0
CABOT MICROELECTRONICS COM 12709P103 1,882 20,000 SH   SOLE   20,000 0 0
CLOUDERA INC COM 18914U100 1,652 100,000 SH   SOLE   100,000 0 0
ANGI HOMESERVICES INC COM 00183L102 1,569 150,000 SH   SOLE   150,000 0 0
ARCH COAL INC COM 039380407 932 10,000 SH   SOLE   10,000 0 0
PURE TECHNOLOGIES LTD COM 745915108 754 105,600 SH   SOLE   105,600 0 0
2U INC COM 90214J101 323 5,000 SH   SOLE   5,000 0 0