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 | 96,559 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CODEXIS INC | COM | 192005106 | 35,228 | 3,090,211 | SH | SOLE | 3,090,211 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 33,594 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 25,353 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS INC | COM NEW | 049164205 | 22,376 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 19,219 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 18,352 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| HEICO CORP | COM | 422806109 | 17,439 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 14,929 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 14,720 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 14,592 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| EVERQUOTE INC | COM CL A | 30041R108 | 14,540 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 14,177 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 13,228 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 13,165 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 12,998 | 1,975,311 | SH | SOLE | 1,975,311 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 12,348 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 12,264 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 11,354 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 10,155 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 9,926 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| GARMIN LTD | COM | 00B3Z5T14 | 9,750 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BROOKS AUTOMATION INC | COM | 114340102 | 9,733 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 8,873 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 8,586 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| PFENEX INC | COM | 717071104 | 8,350 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 8,082 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 7,590 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ASML HOLDING | COM | 00B908F01 | 7,361 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| API GROUP CORP | COM STK | 00187Y100 | 7,290 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 7,176 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SPDR GOLD SHARES | GOLD SHS | 78463V107 | 6,695 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 6,479 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 6,469 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 6,392 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| PATRICK INDS INC | COM | 703343103 | 6,125 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| 2U INC | COM | 90214J101 | 5,694 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 5,621 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 5,330 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 5,319 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| FLIR SYS INC | COM | 302445101 | 5,274 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,829 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MOLECULAR TEMPLATES INC | COM | 608550109 | 4,827 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 4,212 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SP PLUS CORP | COM | 78469C103 | 4,142 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,838 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| LIVONGO HEALTH INC | COM | 539183103 | 3,760 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 3,548 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 3,542 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 3,475 | 115,700 | SH | SOLE | 115,700 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 3,418 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 2,805 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| AMERESCO INC | CL A | 02361E108 | 2,778 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 2,736 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 2,552 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 2,505 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||