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 |
| AAR CORP | COM | 000361105 | 7,468 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 20,899 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMAZON.COM | COM | 023135106 | 75,099 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 6,066 | 544,044 | SH | SOLE | 544,044 | 0 | 0 | ||
| ANAPLAN | COM | 03272L108 | 10,616 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 2,497 | 1,172,500 | SH | SOLE | 1,172,500 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 10,119 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CODEXIS INC | COM | 192005106 | 55,945 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| HEICO CORP | CL A | 422806109 | 11,749 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 14,643 | 80,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 12,554 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INNOSPEC INC | COM | 45768S105 | 5,713 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 20,314 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 16,194 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 18,900 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 25,520 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,697 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 8,800 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 13,200 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| TWILIO | CL A | 90138F102 | 53,580 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 13,398 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VERISK ANALYTICS | COM | 92345Y106 | 26,802 | 245,800 | SH | SOLE | 245,800 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 27,024 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 15,968 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||