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 |
| AMAZON COM INC | COM | 023135106 | 86,796 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CODEXIS INC | COM | 192005106 | 45,945 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 34,170 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 33,636 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 31,851 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| BAKER HUGHES A GE CO | CL A | 05722G100 | 30,160 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 28,044 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 23,721 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 21,665 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 20,430 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 19,536 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 18,800 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FMC TECHNOLOGIES INC | COM | 30249U101 | 16,898 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 16,336 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 14,571 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| INNOSPEC INC | COM | 45768S105 | 14,262 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 14,250 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 13,745 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| BROOKS AUTOMATION INC | COM | 114340102 | 12,961 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| HEI CO CORP NEW | COM | 422806109 | 12,488 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 12,185 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 12,164 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 9,846 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,732 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 9,425 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 9,178 | 1,550,311 | SH | SOLE | 1,550,311 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 8,484 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 7,884 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 7,260 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LIBERTY LATIN AMERICAN LTD CLASS C | COM | 00BD9Q3Q6 | 6,838 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 6,799 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 5,820 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 5,778 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| OIL STS INTL INC | COM | 678026105 | 5,320 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FRANKS INTL | COM | 00BCRY5H0 | 3,563 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 3,528 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | 2,821 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DRIL QUIP INC | COM | 262037104 | 2,509 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||