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 77,989 40,000 SH   SOLE   40,000 0 0
CODEXIS INC COM 192005106 37,386 3,350,000 SH   SOLE   3,350,000 0 0
TERADYNE INC COM 880770102 16,251 300,000 SH   SOLE   300,000 0 0
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 15,402 600,000 SH   SOLE   600,000 0 0
NOVANTA INC COM 67000B104 15,177 190,000 SH   SOLE   190,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 14,805 100,000 SH   SOLE   100,000 0 0
HEICO CORP NEW COM 422806109 13,057 175,000 SH   SOLE   175,000 0 0
ASPEN AEROGELS INC COM 04523Y105 12,128 1,975,311 SH   SOLE   1,975,311 0 0
NEWMONT CORP COM 651639106 11,320 250,000 SH   SOLE   250,000 0 0
FACEBOOK INC CL A 30303M102 10,842 65,000 SH   SOLE   65,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 10,706 180,000 SH   SOLE   180,000 0 0
WAYFAIR INC CL A 94419L101 10,688 200,000 SH   SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,458 9,000 SH   SOLE   9,000 0 0
MICROSOFT CORP COM 594918104 10,251 65,000 SH   SOLE   65,000 0 0
CARGURUS INC COM CL A 141788109 9,470 500,000 SH   SOLE   500,000 0 0
BARRICK GOLD CORPORATION COM 067901108 9,160 500,000 SH   SOLE   500,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 9,149 100,000 SH   SOLE   100,000 0 0
HEICO CORP NEW COM 422806109 7,988 125,000 SH   SOLE   125,000 0 0
WESTERN DIGITAL CORP. COM 958102105 7,075 170,000 SH   SOLE   170,000 0 0
BROOKS AUTOMATION INC NEW COM 114340102 7,015 230,000 SH   SOLE   230,000 0 0
TRIMBLE INC COM 896239100 6,366 200,000 SH   SOLE   200,000 0 0
PFENEX INC COM 717071104 6,174 700,000 SH   SOLE   700,000 0 0
ZYNGA INC CL A 98986T108 6,165 900,000 SH   SOLE   900,000 0 0
ARISTA NETWORKS INC COM 040413106 6,077 30,000 SH   SOLE   30,000 0 0
ASML HOLDING COM 00B908F01 6,018 23,000 SH   SOLE   23,000 0 0
NVIDIA CORP COM 67066G104 5,272 20,000 SH   SOLE   20,000 0 0
LIBERTY LATIN AMERICA LTD. COM 00BD9Q3Q6 5,130 500,000 SH   SOLE   500,000 0 0
VISA INC COM CL A 92826C839 4,834 30,000 SH   SOLE   30,000 0 0
LAM RESEARCH CORP COM 512807108 4,800 20,000 SH   SOLE   20,000 0 0
MOLECULAR TEMPLATES INC COM 608550109 4,652 350,000 SH   SOLE   350,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,548 100,000 SH   SOLE   100,000 0 0
EVERQUOTE INC COM 29977G102 4,463 170,000 SH   SOLE   170,000 0 0
INPHI CORP COM 45772F107 3,959 50,000 SH   SOLE   50,000 0 0
SP PLUS CORP COM 78469C103 3,735 180,000 SH   SOLE   180,000 0 0
MASTERCARD INC CL A 57636Q104 3,623 15,000 SH   SOLE   15,000 0 0
SEAGATE TECHNOLOGY PLC COM 00B58J525 3,416 70,000 SH   SOLE   70,000 0 0
QUALCOMM INC COM 747525103 3,383 50,000 SH   SOLE   50,000 0 0
TECHTARGET INC COM 87874R100 2,900 140,700 SH   SOLE   140,700 0 0
SERVICENOW INC COM 81762P102 2,866 10,000 SH   SOLE   10,000 0 0
API GROUP COM 00BK7KDD6 2,800 400,000 SH   SOLE   400,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,642 40,000 SH   SOLE   40,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,103 50,000 SH   SOLE   50,000 0 0
ITRON INC COM 465741106 1,954 35,000 SH   SOLE   35,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 1,891 345,000 SH   SOLE   345,000 0 0
AMERESCO INC CL A 02361E108 1,703 100,000 SH   SOLE   100,000 0 0
LIMELIGHT NETWORKS INC COM 53261M104 1,425 250,000 SH   SOLE   250,000 0 0