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 | 6,502 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ADYEN N V | ORD SHR | 00BZ1HM42 | 11,756 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 47,076 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| AMAZON COM | COM | 023135106 | 89,038 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 10,211 | 794,044 | SH | SOLE | 794,044 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 15,744 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ANGIES LIST INC | COM | 034754101 | 5,404 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 15,723 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 3,862 | 1,514,500 | SH | SOLE | 1,514,500 | 0 | 0 | ||
| BAKER HUGHES | CL A | 05722G100 | 27,720 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| BENEFITFOCUS INC | COM | 08180D106 | 9,904 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BROADCOM LTD | COM | 11135F101 | 15,036 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BROOKS AUTOMATION INC | COM | 114340102 | 8,799 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 24,036 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CODEXIS INC | COM | 192005106 | 68,776 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 9,930 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GLAUKOS CORP | COM | 377322102 | 7,837 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 5,860 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 10,508 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 9,487 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 16,809 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 15,842 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INNOSPEC INC | COM | 45768S105 | 7,710 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 11,794 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 14,805 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 25,419 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 33,092 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 17,180 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 7,919 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SCHLUMBERGER | COM | 806857108 | 43,570 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 3,746 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 23,904 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 71,049 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 32,691 | 245,800 | SH | SOLE | 245,800 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 44,535 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 7,714 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 10,640 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||