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
AAR CORP COM 000361105 9,578 200,000 SH   SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305 18,106 15,000 SH   SOLE   15,000 0 0
AMAZON.COM COM 023135106 100,150 50,000 SH   SOLE   50,000 0 0
AMERICAN SUPERCONDUCTOR SHS NEW 030111207 3,781 544,044 SH   SOLE   544,044 0 0
ANDEAVOR COM 03349M105 19,955 130,000 SH   SOLE   130,000 0 0
ANGI HOMESERVICES INC COM CL A COM CL A 00183L102 9,392 400,000 SH   SOLE   400,000 0 0
APPIAN CL A 03782L101 8,937 270,000 SH   SOLE   270,000 0 0
ASPEN AEROGELS INC COM 04523Y105 4,760 1,041,500 SH   SOLE   1,041,500 0 0
AXON ENTERPRISE INC CM 05464C101 13,686 200,000 SH   SOLE   200,000 0 0
CARGURUS CL A COM CL A 141788109 27,845 500,000 SH   SOLE   500,000 0 0
CODEXIS INC COM 192005106 57,453 3,350,000 SH   SOLE   3,350,000 0 0
EOG RESOURCES COM 26875P101 16,584 130,000 SH   SOLE   130,000 0 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 3,493 454,869 SH   SOLE   454,869 0 0
FLIR SYSTEMS COM 302445101 27,662 450,000 SH   SOLE   450,000 0 0
HEICO CL A CL A 422806208 9,438 125,000 SH   SOLE   125,000 0 0
HESS CORP COM 42809H107 35,790 500,000 SH   SOLE   500,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 17,841 150,000 SH   SOLE   150,000 0 0
IAC INTERACTIVECORP COM 44919P508 21,672 100,000 SH   SOLE   100,000 0 0
INGEVITY CORP COM 45688C107 15,282 150,000 SH   SOLE   150,000 0 0
INNOSPEC INC COM 45768S105 7,675 100,000 SH   SOLE   100,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 28,320 250,000 SH   SOLE   250,000 0 0
LIVEPERSON COM 538146101 7,785 300,000 SH   SOLE   300,000 0 0
MICROSOFT CORP COM 594918104 11,437 100,000 SH   SOLE   100,000 0 0
NEW RELIC INC COM 64829B100 18,846 200,000 SH   SOLE   200,000 0 0
NOVANTA INC COM 67000B104 18,810 275,000 SH   SOLE   275,000 0 0
OKTA INC CL A 679295105 28,144 400,000 SH   SOLE   400,000 0 0
PHILLIPS 66 COM 718546104 33,816 300,000 SH   SOLE   300,000 0 0
SCHNITZER STL INDS CL A 806882106 6,763 250,000 SH   SOLE   250,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 16,080 8,000,000 SH   SOLE   8,000,000 0 0
TELADOC HEALTH INC COM 87918A105 25,905 300,000 SH   SOLE   300,000 0 0
TRIMBLE INC COM 896239100 17,384 400,000 SH   SOLE   400,000 0 0
TWILIO CL A 90138F102 17,256 200,000 SH   SOLE   200,000 0 0
UNION PACIFIC CORP COM 907818108 32,566 200,000 SH   SOLE   200,000 0 0
VALERO ENERGY CORP COM 91913Y100 17,063 150,000 SH   SOLE   150,000 0 0
VERISK ANALYTICS COM 92345Y106 29,631 245,800 SH   SOLE   245,800 0 0
WANDISCO PLC EQUITY (ORD 10P) G9381R103 2,681 321,187 SH   SOLE   321,187 0 0
WAYFAIR INC CL A CL A 94419L101 44,301 300,000 SH   SOLE   300,000 0 0
WHITING PETE CORP CO NEW 966387409 10,608 200,000 SH   SOLE   200,000 0 0
YEXT INC COM 98585N106 5,925 250,000 SH   SOLE   250,000 0 0