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 INC COM 023135106 92,392 50,000 SH   SOLE   50,000 0 0
CODEXIS INC COM 192005106 53,567 3,350,000 SH   SOLE   3,350,000 0 0
TERADYNE INC COM 880770102 30,686 450,000 SH   SOLE   450,000 0 0
SCHLUMBERGER LTD COM 806857108 24,120 600,000 SH   SOLE   600,000 0 0
CARGURUS INC COM CL A 141788109 23,747 675,000 SH   SOLE   675,000 0 0
BAKER HUGES COMPANY CL A 05722G100 23,067 900,000 SH   SOLE   900,000 0 0
UNITED RENTALS INC COM 911363109 21,680 130,000 SH   SOLE   130,000 0 0
JPMORGAN CHASE & CO COM 46625H100 20,910 150,000 SH   SOLE   150,000 0 0
INNOSPEC INC COM 45768S105 20,688 200,000 SH   SOLE   200,000 0 0
WAYFAIR INC CL A 94419L101 20,333 225,000 SH   SOLE   225,000 0 0
HESS CORP COM 42809H107 20,043 300,000 SH   SOLE   300,000 0 0
NOVANTA INC COM 67000B104 19,457 220,000 SH   SOLE   220,000 0 0
ASML HOLDING N V COM 00B908F01 17,756 60,000 SH   SOLE   60,000 0 0
ALPHABET INC CAP STK CL A 02079K305 16,073 12,000 SH   SOLE   12,000 0 0
BROOKS AUTOMATION INC COM 114340102 14,686 350,000 SH   SOLE   350,000 0 0
HEICO CORP NEW COM 422806109 14,269 125,000 SH   SOLE   125,000 0 0
ASPEN AEROGELS INC COM 04523Y105 13,388 1,725,311 SH   SOLE   1,725,311 0 0
TRIMBLE INC COM 896239100 12,507 300,000 SH   SOLE   300,000 0 0
FACEBOOK INC CL A 30303M102 12,315 60,000 SH   SOLE   60,000 0 0
LAM RESEARCH CORP COM 512807108 11,696 40,000 SH   SOLE   40,000 0 0
OKTA INC CL A 679295105 11,537 100,000 SH   SOLE   100,000 0 0
BANK AMER CORP COM 060505104 11,447 325,000 SH   SOLE   325,000 0 0
HEICO CORP NEW COM 422806109 11,191 125,000 SH   SOLE   125,000 0 0
MICROSOFT CORP COM 594918104 11,039 70,000 SH   SOLE   70,000 0 0
ANAPLAN INC COM 03272L108 10,480 200,000 SH   SOLE   200,000 0 0
LIBERTY LATIN AMERICAN LTD CLASS C COM 00BD9Q3Q6 10,314 530,000 SH   SOLE   530,000 0 0
HALLIBURTON CO COM 406216101 9,788 400,000 SH   SOLE   400,000 0 0
FRONTDOOR INC COM 35905A109 9,484 200,000 SH   SOLE   200,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,172 200,000 SH   SOLE   200,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,922 300,000 SH   SOLE   300,000 0 0
INGEVITY CORP COM 45688C107 8,301 95,000 SH   SOLE   95,000 0 0
TECHTARGET INC COM 87874R100 7,900 302,700 SH   SOLE   302,700 0 0
CARDLYTICS INC COM 14161W105 7,543 120,000 SH   SOLE   120,000 0 0
EVERQUOTE INC COM 29977G102 6,870 200,000 SH   SOLE   200,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,795 30,000 SH   SOLE   30,000 0 0
TIMKEN CO COM 887389104 6,757 120,000 SH   SOLE   120,000 0 0
ZYNGA INC CL A 98986T108 6,732 1,100,000 SH   SOLE   1,100,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 6,643 107,000 SH   SOLE   107,000 0 0
VERISK ANALYTICS INC COM 92345Y106 5,974 40,000 SH   SOLE   40,000 0 0
FLIR SYS INC COM 302445101 5,207 100,000 SH   SOLE   100,000 0 0
SP PLUS CORP COM 78469C103 5,134 121,000 SH   SOLE   121,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,754 80,000 SH   SOLE   80,000 0 0
LYFT INC CL A COM 55087P104 4,302 100,000 SH   SOLE   100,000 0 0
OIL STS INTL INC COM 678026105 3,670 225,000 SH   SOLE   225,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 3,371 350,000 SH   SOLE   350,000 0 0
MOLECULAR TEMPLATES INC COM 608550109 3,147 225,000 SH   SOLE   225,000 0 0
APPIAN CORP CL A 03782L101 3,057 80,000 SH   SOLE   80,000 0 0
TWILIO INC CL A 90138F102 2,948 30,000 SH   SOLE   30,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2,120 270,000 SH   SOLE   270,000 0 0
PFENEX INC COM 717071104 2,031 185,000 SH   SOLE   185,000 0 0