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 110,206 35,000 SH   SOLE   35,000 0 0
WAYFAIR INC- CLASS A CL A 94419L101 49,472 170,000 SH   SOLE   170,000 0 0
CODEXIS INC COM 192005106 36,279 3,090,211 SH   SOLE   3,090,211 0 0
NVIDIA CORPORATION COM 67066G104 27,061 50,000 SH   SOLE   50,000 0 0
FACEBOOK INC CL A 30303M102 26,190 100,000 SH   SOLE   100,000 0 0
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 24,360 400,000 SH   SOLE   400,000 0 0
TERADYNE INC COM 880770102 23,838 300,000 SH   SOLE   300,000 0 0
HEI CORP NEW COM 422806109 23,549 225,000 SH   SOLE   225,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 23,508 130,000 SH   SOLE   130,000 0 0
NOVANTA INC COM 67000B104 23,175 220,000 SH   SOLE   220,000 0 0
ASPEN AEROGELS INC COM 04523Y105 22,124 2,020,502 SH   SOLE   2,020,502 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 21,978 540,000 SH   SOLE   540,000 0 0
BOOKING HLDGS INC COM 09857L108 20,528 12,000 SH   SOLE   12,000 0 0
ANAPLAN INC COM 03272L108 18,774 300,000 SH   SOLE   300,000 0 0
APPLE INC COM 037833100 18,530 160,000 SH   SOLE   160,000 0 0
ANALOG DEVICES INC COM 032654105 17,511 150,000 SH   SOLE   150,000 0 0
PATRICK INDS INC COM 703343103 17,256 300,000 SH   SOLE   300,000 0 0
TRIMBLE INC COM 896239100 17,045 350,000 SH   SOLE   350,000 0 0
GARMIN LTD COM 00B3Z5T14 14,229 150,000 SH   SOLE   150,000 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 14,103 30,000 SH   SOLE   30,000 0 0
MICROSOFT CORP COM 594918104 13,671 65,000 SH   SOLE   65,000 0 0
AXON ENTERPRISE INC COM 05464C101 13,605 150,000 SH   SOLE   150,000 0 0
DISNEY WALT CO COM DISNEY 254687106 12,408 100,000 SH   SOLE   100,000 0 0
SERVICENOW INC COM 81762P102 12,125 25,000 SH   SOLE   25,000 0 0
HEICO CORP NEW CL A 422806208 11,083 125,000 SH   SOLE   125,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,944 300,000 SH   SOLE   300,000 0 0
BROOKS AUTOMATION INC NEW COM 114340102 10,177 220,000 SH   SOLE   220,000 0 0
EVERQUOTE INC COM CL A 30041R108 9,660 250,000 SH   SOLE   250,000 0 0
SOUTHWEST AIRLS CO COM 844741108 9,375 250,000 SH   SOLE   250,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,174 300,000 SH   SOLE   300,000 0 0
ATLASSIAN CORP PLC CL A G06242104 9,090 50,000 SH   SOLE   50,000 0 0
API GROUP CORP COM STK 00187Y100 8,538 600,000 SH   SOLE   600,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,454 25,000 SH   SOLE   25,000 0 0
TECHTARGET INC COM 87874R100 8,383 190,700 SH   SOLE   190,700 0 0
ASML HOLDING N V COM 00B908F01 7,385 20,000 SH   SOLE   20,000 0 0
ALPHABET INC CAP STK CL A 02079K305 7,328 5,000 SH   SOLE   5,000 0 0
AUTODESK INC COM 052769106 6,930 30,000 SH   SOLE   30,000 0 0
LAM RESEARCH CORP COM 512807108 6,635 20,000 SH   SOLE   20,000 0 0
WORKDAY INC CL A 98138H101 6,454 30,000 SH   SOLE   30,000 0 0
ZYNGA INC CL A 98986T108 6,384 700,000 SH   SOLE   700,000 0 0
PINTEREST INC CL A 72352L106 6,227 150,000 SH   SOLE   150,000 0 0
SP PLUS CORP COM 78469C103 6,124 341,195 SH   SOLE   341,195 0 0
ETSY INC COM 29786A106 6,082 50,000 SH   SOLE   50,000 0 0
XPO LOGISTICS INC COM 983793100 5,926 70,000 SH   SOLE   70,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,667 70,000 SH   SOLE   70,000 0 0
BEST BUY INC COM 086516101 5,565 50,000 SH   SOLE   50,000 0 0
CARGURUS INC COM CL A 141788109 5,408 250,000 SH   SOLE   250,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 5,099 450,000 SH   SOLE   450,000 0 0
AMERESCO INC CL A 02361E108 5,010 150,000 SH   SOLE   150,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 4,996 345,000 SH   SOLE   345,000 0 0
TWILIO INC CL A 90138F102 4,942 20,000 SH   SOLE   20,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,265 40,000 SH   SOLE   40,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 4,110 40,000 SH   SOLE   40,000 0 0
FIVE9 INC COM 338307101 3,890 30,000 SH   SOLE   30,000 0 0
MOLECULAR TEMPLATES INC COM 608550109 3,822 350,000 SH   SOLE   350,000 0 0
QUALCOMM INC COM 747525103 3,530 30,000 SH   SOLE   30,000 0 0
SLEEP NUMBER CORP COM 83125X103 3,179 65,000 SH   SOLE   65,000 0 0
WINNEBAGO INDS INC COM 974637100 3,100 60,000 SH   SOLE   60,000 0 0
HOME DEPOT INC COM 437076102 2,777 10,000 SH   SOLE   10,000 0 0