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
AMAZON COM COM 023135106 94,682 50,000 SH   SOLE   50,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 4,640 500,000 SH   SOLE   500,000 0 0
ANAPLAN INC COM 03272L108 25,235 500,000 SH   SOLE   500,000 0 0
ANGIES LIST INC COM 034754101 7,806 600,000 SH   SOLE   600,000 0 0
ASPEN AEROGELS INC COM 04523Y105 10,798 1,514,500 SH   SOLE   1,514,500 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 5,679 150,000 SH   SOLE   150,000 0 0
AXON ENTERPRISE INC COM 05464C101 12,842 200,000 SH   SOLE   200,000 0 0
BAKER HUGHES CL A 05722G100 29,556 1,200,000 SH   SOLE   1,200,000 0 0
BROADCOM LTD COM 11135F101 14,393 50,000 SH   SOLE   50,000 0 0
BROOKS AUTOMATION INC COM 114340102 15,500 400,000 SH   SOLE   400,000 0 0
CARGURUS INC COM CL A 141788109 27,083 750,000 SH   SOLE   750,000 0 0
CODEXIS INC COM 192005106 61,741 3,350,000 SH   SOLE   3,350,000 0 0
TechnipFMC COM G87110105 7,782 300,000 SH   SOLE   300,000 0 0
FRANKS INTL N V COM N33462107 4,641 850,000 SH   SOLE   850,000 0 0
FRONTDOOR INC COM 35905A109 17,420 400,000 SH   SOLE   400,000 0 0
HEICO CORP NEW CL A 422806109 13,281 100,000 SH   SOLE   100,000 0 0
HEICO CORP NEW CL A 422806109 12,921 125,000 SH   SOLE   125,000 0 0
INGEVITY CORP COM 45688C107 15,776 150,000 SH   SOLE   150,000 0 0
INNOSPEC INC COM 45768S105 8,440 92,500 SH   SOLE   92,500 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 17,123 150,000 SH   SOLE   150,000 0 0
LYFT INC CL A COM 55087P104 26,284 400,000 SH   SOLE   400,000 0 0
MICROSOFT CORP COM 594918104 13,396 100,000 SH   SOLE   100,000 0 0
NEW RELIC INC COM 64829B100 11,246 130,000 SH   SOLE   130,000 0 0
NOVANTA INC COM 67000B104 28,290 300,000 SH   SOLE   300,000 0 0
OCEANEERING INTL INC COM 675232102 3,059 150,000 SH   SOLE   150,000 0 0
OIL STS INTL INC COM 678026105 3,660 200,000 SH   SOLE   200,000 0 0
OKTA INC CL A 679295105 33,348 270,000 SH   SOLE   270,000 0 0
PINTEREST INC CL A 72352L106 14,971 550,000 SH   SOLE   550,000 0 0
PLANET FITNESS INC CL A 72703H101 21,732 300,000 SH   SOLE   300,000 0 0
QUANTERIX CORP COM 74766Q101 1,930 57,123 SH   SOLE   57,123 0 0
SCHLUMBERGER COM 806857108 27,818 700,000 SH   SOLE   700,000 0 0
TECHTARGET INC COM 87874R100 8,500 400,000 SH   SOLE   400,000 0 0
TERADYNE INC COM 880770102 26,351 550,000 SH   SOLE   550,000 0 0
THE REALREAL INC COM 88339P101 5,780 200,000 SH   SOLE   200,000 0 0
TWILIO INC CL A 90138F102 36,815 270,000 SH   SOLE   270,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 23,190 500,000 SH   SOLE   500,000 0 0
UNITED RENTALS INC COM 911363109 26,526 200,000 SH   SOLE   200,000 0 0
VERISK ANALYTICS INC COM 92345Y106 36,000 245,800 SH   SOLE   245,800 0 0
WAYFAIR INC CL A 94419L101 58,400 400,000 SH   SOLE   400,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 31,077 350,000 SH   SOLE   350,000 0 0
ZYNGA INC CL A 98986T108 26,260 2,000,000 SH   SOLE   2,000,000 0 0