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 113,993 35,000 SH   SOLE   35,000 0 0
CODEXIS INC COM 192005106 64,294 2,945,211 SH   SOLE   2,945,211 0 0
ASPEN AEROGELS INC COM 04523Y105 37,553 2,250,000 SH   SOLE   2,250,000 0 0
TRIMBLE NAVIGATION LTD COM 896239100 32,050 480,000 SH   SOLE   480,000 0 0
TERADYNE INC COM 880770102 29,973 250,000 SH   SOLE   250,000 0 0
HEICO CORP NEW COM 422806109 29,790 225,000 SH   SOLE   225,000 0 0
ALPHABET INC CAP STK CL A 02079K305 28,042 16,000 SH   SOLE   16,000 0 0
TWILIO INC CL A 90138F102 27,080 80,000 SH   SOLE   80,000 0 0
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 24,543 450,000 SH   SOLE   450,000 0 0
AXON ENTERPRISE INC COM 05464C101 24,506 200,000 SH   SOLE   200,000 0 0
TRIPADVISOR INC COM 896945201 23,024 800,000 SH   SOLE   800,000 0 0
FIRST SOLAR INC COM 336433107 22,752 230,000 SH   SOLE   230,000 0 0
NOVANTA INC COM 67000B104 22,462 190,000 SH   SOLE   190,000 0 0
BOOKING HLDGS INC COM 09857L108 22,273 10,000 SH   SOLE   10,000 0 0
ANALOG DEVICES INC COM 032654105 22,160 150,000 SH   SOLE   150,000 0 0
SP PLUS CORP COM 78469C103 20,181 700,000 SH   SOLE   700,000 0 0
FACEBOOK INC CL A 30303M102 19,121 70,000 SH   SOLE   70,000 0 0
TECK RESOURCES LTD CL B 878742204 18,150 1,000,000 SH   SOLE   1,000,000 0 0
DISNEY WALT CO COM 254687106 18,118 100,000 SH   SOLE   100,000 0 0
WAYFAIR INC CL A 94419L101 18,065 80,000 SH   SOLE   80,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 17,850 350,000 SH   SOLE   350,000 0 0
BROOKS AUTOMATION INC NEW COM 114340102 16,963 250,000 SH   SOLE   250,000 0 0
TECHTARGET INC COM 87874R100 16,551 280,000 SH   SOLE   280,000 0 0
NVIDIA CORPORATION COM 67066G104 15,666 30,000 SH   SOLE   30,000 0 0
SOUTHWEST AIRLS CO COM 844741108 14,915 320,000 SH   SOLE   320,000 0 0
HEICO CORP NEW CL A 422806208 14,633 125,000 SH   SOLE   125,000 0 0
APPLE INC COM 037833100 14,596 110,000 SH   SOLE   110,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 14,540 1,000,000 SH   SOLE   1,000,000 0 0
SERVICENOW INC COM 81762P102 13,761 25,000 SH   SOLE   25,000 0 0
RINGCENTRAL INC CL A 76680R206 13,264 35,000 SH   SOLE   35,000 0 0
AMERESCO INC CL A 02361E108 13,060 250,000 SH   SOLE   250,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 12,430 90,000 SH   SOLE   90,000 0 0
RODGERS SILICON VY ACQUISITION CORP UNIT 11/30/2025 774873202 12,349 925,000 SH   SOLE   925,000 0 0
LAM RESEARCH CORP COM 512807108 11,807 25,000 SH   SOLE   25,000 0 0
MICROSOFT CORP COM 594918104 11,121 50,000 SH   SOLE   50,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 11,007 470,000 SH   SOLE   470,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 10,857 270,000 SH   SOLE   270,000 0 0
GARMIN LTD COM 00B3Z5T14 10,769 90,000 SH   SOLE   90,000 0 0
ALASKA AIR GROUP INC COM 011659109 10,400 200,000 SH   SOLE   200,000 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 10,120 30,000 SH   SOLE   30,000 0 0
API GROUP CORP COM STK 00187Y100 9,983 550,000 SH   SOLE   550,000 0 0
ASML HOLDING N V COM 00B908F01 9,754 20,000 SH   SOLE   20,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 9,006 300,000 SH   SOLE   300,000 0 0
XPO LOGISTICS INC COM 983793100 8,940 75,000 SH   SOLE   75,000 0 0
FIVE9 INC COM 338307101 7,848 45,000 SH   SOLE   45,000 0 0
PATRICK INDS INC COM 703343103 6,835 100,000 SH   SOLE   100,000 0 0
SABRE CORP COM 78573M104 6,010 500,000 SH   SOLE   500,000 0 0
ANAPLAN INC COM 03272L108 5,748 80,000 SH   SOLE   80,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,457 40,000 SH   SOLE   40,000 0 0
QUALCOMM INC COM 747525103 4,570 30,000 SH   SOLE   30,000 0 0
CROWDSTRIKE HLDS INC. CL A 22788C105 4,236 20,000 SH   SOLE   20,000 0 0
VERRA MOBILITY CORP COM 92511U102 1,342 100,000 SH   SOLE   100,000 0 0