The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 8,356 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,566 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,292 | 11,292 | SH | SOLE | 10,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 101,988 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 3,808 | 544,044 | SH | SOLE | 544,044 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 5,767 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ANDEAVOR | COM | 03349M105 | 13,118 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 6,152 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 13,379 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 5,103 | 1,041,500 | SH | SOLE | 1,041,500 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 25,272 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BARRETT BUSINESS SERVICES IN | COM | 068463108 | 2,726 | 28,233 | SH | SOLE | 28,233 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 17,370 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CODEXIS INC | COM | 192005106 | 48,240 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 31,108 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 2,655 | 297,700 | SH | SOLE | 297,700 | 0 | 0 | ||
| FACEBOOK INC | COM | 30303M102 | 17,489 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| FLIR SYS INC | COM | 302445101 | 6,496 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| GLENCORE INTL PLC | Equity (UNSPONSORED ADR) | G39420107 | 4,776 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 7,619 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 20,067 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 24,310 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 15,249 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 12,129 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| IQE PLC ORD | ORD | 000961992 | 2,517 | 1,866,845 | SH | SOLE | 1,866,845 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 15,894 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| KOPIN CORP | COM | 500600101 | 1,542 | 539,000 | SH | SOLE | 539,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,861 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 8,415 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 4,340 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 28,165 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| NOBLE ENERGY INC | COM | 655044105 | 5,292 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 17,133 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 20,148 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 6,056 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 22,462 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 18,924 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PIVOTAL SOFTWARE INC | COM CL A | 72582H107 | 7,281 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 6,719 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 5,548 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SCHNITZER STL INDS | CL A | 806882106 | 13,480 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 25,290 | 9,000,000 | SH | SOLE | 9,000,000 | 0 | 0 | ||
| SOUTHERN COPPER CORP | COM | 84265V105 | 3,750 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 10,094 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 2,840 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 10,180 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TENARIS S A | SPONSORED ADR | 88031M109 | 21,616 | 594,000 | SH | SOLE | 594,000 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 6,568 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 18,418 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 16,625 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 21,528 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WANDISCO PLC | Equity (ORD 10p) | G9381R103 | 5,195 | 352,940 | SH | SOLE | 352,940 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 35,628 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387409 | 10,544 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WILDHORSE RESOURCE DEV CORP | COM | 96812T102 | 2,536 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||