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
2U INC COM 90214J101 12,605 150,000 SH   SOLE   150,000 0 0
AMAZON COM INC COM 023135106 86,840 60,000 SH   SOLE   60,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 3,166 544,044 SH   SOLE   544,044 0 0
AMERICAN TOWER CORP NEW COM 03027X100 12,354 85,000 SH   SOLE   85,000 0 0
ANDEAVOR COM 03349M105 10,056 100,000 SH   SOLE   100,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 4,753 350,000 SH   SOLE   350,000 0 0
APPIAN CORP CL A 03782L101 9,317 370,000 SH   SOLE   370,000 0 0
ARCH COAL INC CL A 039380407 11,944 130,000 SH   SOLE   130,000 0 0
ASPEN AEROGELS INC COM 04523Y105 4,447 1,041,500 SH   SOLE   1,041,500 0 0
AXON ENTERPRISE INC COM 05464C101 19,655 500,000 SH   SOLE   500,000 0 0
BANK AMER CORP COM 060505104 7,797 260,000 SH   SOLE   260,000 0 0
BARRETT BUSINESS SERVICES IN COM 068463108 2,340 28,233 SH   SOLE   28,233 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 2,142 20,000 SH   SOLE   20,000 0 0
CARGURUS INC COM CL A 141788109 8,463 220,000 SH   SOLE   220,000 0 0
CLOUDERA INC COM 18914U100 8,632 400,000 SH   SOLE   400,000 0 0
CODEXIS INC COM 192005106 35,750 3,250,000 SH   SOLE   3,250,000 0 0
COHERENT INC COM 192479103 22,488 120,000 SH   SOLE   120,000 0 0
CONCHO RES INC COM 20605P101 1,503 10,000 SH   SOLE   10,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,673 70,000 SH   SOLE   70,000 0 0
EOG RES INC COM 26875P101 26,318 250,000 SH   SOLE   250,000 0 0
FACEBOOK INC COM 30303M102 14,381 90,000 SH   SOLE   90,000 0 0
GLENCORE INTL PLC SHS G39420107 4,989 1,000,000 SH   SOLE   1,000,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,519 10,000 SH   SOLE   10,000 0 0
HALLIBURTON CO COM 406216101 9,388 200,000 SH   SOLE   200,000 0 0
HEICO CORP NEW CL A 422806208 7,095 100,000 SH   SOLE   100,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 17,573 150,000 SH   SOLE   150,000 0 0
IAC INTERACTIVECORP COM 44919P508 15,638 100,000 SH   SOLE   100,000 0 0
INGEVITY CORP COM 45688C107 5,895 80,000 SH   SOLE   80,000 0 0
INTEL CORP COM 458140100 20,832 400,000 SH   SOLE   400,000 0 0
IQE PLC ORD ORD 0961992GB 9,009 5,000,000 SH   SOLE   5,000,000 0 0
JPMORGAN CHASE & CO COM 46625H100 8,798 80,000 SH   SOLE   80,000 0 0
MARATHON PETE CORP COM 56585A102 15,353 210,000 SH   SOLE   210,000 0 0
MATCH GROUP INC COM 57665R106 2,222 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 9,127 100,000 SH   SOLE   100,000 0 0
MORGAN STANLEY COM NEW 617446448 2,698 50,000 SH   SOLE   50,000 0 0
MOSAIC CO NEW COM 61945C103 4,856 200,000 SH   SOLE   200,000 0 0
NEW RELIC INC COM 64829B100 20,754 280,000 SH   SOLE   280,000 0 0
NOVANTA INC COM 67000B104 14,341 275,000 SH   SOLE   275,000 0 0
OIL STS INTL INC COM 678026105 3,930 150,000 SH   SOLE   150,000 0 0
OKTA INC CL A 679295105 15,940 400,000 SH   SOLE   400,000 0 0
PHILLIPS 66 COM 718546104 14,388 150,000 SH   SOLE   150,000 0 0
PIONEER NAT RES CO COM 723787107 1,718 10,000 SH   SOLE   10,000 0 0
RED HAT INC COM 756577102 14,951 100,000 SH   SOLE   100,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,153 100,000 SH   SOLE   100,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,546 50,000 SH   SOLE   50,000 0 0
SCHNITZER STL INDS CL A 806882106 3,235 100,000 SH   SOLE   100,000 0 0
SOUTHERN COPPER CORP COM 84265V105 4,334 80,000 SH   SOLE   80,000 0 0
SUNTRUST BKS INC COM 867914103 6,804 100,000 SH   SOLE   100,000 0 0
TECHTARGET INC COM 87874R100 944 47,500 SH   SOLE   47,500 0 0
TECK RESOURCES LTD CL B 878742204 10,304 400,000 SH   SOLE   400,000 0 0
TERADYNE INC COM 880770102 11,428 250,000 SH   SOLE   250,000 0 0
TRIMBLE INC COM 896239100 14,352 400,000 SH   SOLE   400,000 0 0
UNION PAC CORP COM 907818108 13,443 100,000 SH   SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109 17,273 100,000 SH   SOLE   100,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 13,916 150,000 SH   SOLE   150,000 0 0
VERISK ANALYTICS INC COM 92345Y106 20,800 200,000 SH   SOLE   200,000 0 0
WAYFAIR INC CL A 94419L101 20,259 300,000 SH   SOLE   300,000 0 0