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 108,293 35,000 SH   SOLE   35,000 0 0
CODEXIS INC COM 192005106 56,184 2,454,500 SH   SOLE   2,454,500 0 0
ASPEN AEROGELS INC COM 04523Y105 41,189 2,025,000 SH   SOLE   2,025,000 0 0
CATERPILLAR INC COM 149123101 34,781 150,000 SH   SOLE   150,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 33,253 275,000 SH   SOLE   275,000 0 0
TRIPADVISOR INC COM 896945201 32,274 600,000 SH   SOLE   600,000 0 0
ATLAS AIR WORLDWIDE HLDINGS IN COM NEW 049164205 31,731 525,000 SH   SOLE   525,000 0 0
TRIMBLE INC COM 896239100 31,116 400,000 SH   SOLE   400,000 0 0
MODERNA INC COM 60770K107 30,773 235,000 SH   SOLE   235,000 0 0
AXON ENTERPRISE INC COM 05464C101 30,620 215,000 SH   SOLE   215,000 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 28,916 90,000 SH   SOLE   90,000 0 0
HEI CO CORP NEW COM 422806109 28,305 225,000 SH   SOLE   225,000 0 0
SP PLUS CORP COM 78469C103 27,852 849,400 SH   SOLE   849,400 0 0
ALASKA AIR GROUP INC COM 011659109 26,646 385,000 SH   SOLE   385,000 0 0
NOVANTA INC COM 67000B104 25,059 190,000 SH   SOLE   190,000 0 0
TWILIO INC CL A 90138F102 23,853 70,000 SH   SOLE   70,000 0 0
WAYFAIR INC CL A 94419L101 22,033 70,000 SH   SOLE   70,000 0 0
TERADYNE INC COM 880770102 21,902 180,000 SH   SOLE   180,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,804 400,000 SH   SOLE   400,000 0 0
ALPHABET INC CAP STK SL A 02079K305 20,625 10,000 SH   SOLE   10,000 0 0
DISNEY WALT CO COM 254687106 20,297 110,000 SH   SOLE   110,000 0 0
BROOKS AUTOMATION INC COM 114340102 19,596 240,000 SH   SOLE   240,000 0 0
SOUTHWEST AIRLS CO COM 844741108 19,539 320,000 SH   SOLE   320,000 0 0
JETBLUE AWYS CORP COM 477143101 19,323 950,000 SH   SOLE   950,000 0 0
VALMONT INDS INC COM 920253101 19,014 80,000 SH   SOLE   80,000 0 0
BOOKING HOLDINGS INC COM 09857L108 18,639 8,000 SH   SOLE   8,000 0 0
DOCUSIGN INC COM 256163106 18,221 90,000 SH   SOLE   90,000 0 0
DAVE & BUSTER'S ENTMT INC COM 238337109 16,765 350,000 SH   SOLE   350,000 0 0
TECHTARGET INC COM 87874R100 16,668 240,000 SH   SOLE   240,000 0 0
MICROSOFT CORP COM 594918104 16,504 70,000 SH   SOLE   70,000 0 0
FIVE9 INC COM 338307101 15,633 100,000 SH   SOLE   100,000 0 0
TECK RESOURCES LTD CL B 878742204 15,344 800,000 SH   SOLE   800,000 0 0
FACEBOOK INC CL A 30303M102 14,727 50,000 SH   SOLE   50,000 0 0
AMERESCO INC CL A 02361E108 14,589 300,000 SH   SOLE   300,000 0 0
HEICO CORP NEW CL A 422806208 14,200 125,000 SH   SOLE   125,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 13,036 270,000 SH   SOLE   270,000 0 0
TWITTER INC COM 90184L102 12,726 200,000 SH   SOLE   200,000 0 0
HESS CORP COM 42809H107 12,029 170,000 SH   SOLE   170,000 0 0
RODGERS SILICON VALLEY AQ CO COM 774873103 11,979 900,000 SH   SOLE   900,000 0 0
PATRICK INDS INC COM 703343103 11,900 140,000 SH   SOLE   140,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 11,590 200,000 SH   SOLE   200,000 0 0
GENERAL MTRS CO COM 37045V100 11,492 200,000 SH   SOLE   200,000 0 0
API GROUP CORP COM STK 00187Y100 11,374 550,000 SH   SOLE   550,000 0 0
NVIDIA CORPORATION COM 67066G104 10,679 20,000 SH   SOLE   20,000 0 0
GARMIN LTD COM 00B3Z5T14 10,548 80,000 SH   SOLE   80,000 0 0
F5 NETWORKS INC COM 315616102 10,431 50,000 SH   SOLE   50,000 0 0
INNOSPEC INC COM 45768S105 10,269 100,000 SH   SOLE   100,000 0 0
SOUTHERN COPPER CORP COM 84265V105 10,181 150,000 SH   SOLE   150,000 0 0
SERVICENOW INC COM 81762P102 10,002 20,000 SH   SOLE   20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 9,879 300,000 SH   SOLE   300,000 0 0
GLENCORE PLC COM 00B4T3BW6 9,800 2,500,000 SH   SOLE   2,500,000 0 0
BORGWARNER INC COM 099724106 9,272 200,000 SH   SOLE   200,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 8,722 460,000 SH   SOLE   460,000 0 0
GIBRALTAR INDS INC COM 374689107 8,053 88,000 SH   SOLE   88,000 0 0
RINGCENTRAL INC CL A 76680R206 7,447 25,000 SH   SOLE   25,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 7,266 700,000 SH   SOLE   700,000 0 0
ENVIRONMENTAL IMPACT ACQU CO COM CL A 29408N106 5,814 600,000 SH   SOLE   600,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 5,638 200,000 SH   SOLE   200,000 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 5,087 475,000 SH   SOLE   475,000 0 0
VERRA MOBILITY CORP COM 92511U102 4,061 300,000 SH   SOLE   300,000 0 0
MOTORSPORT GAMES INC COM CL A 62011B102 3,419 147,000 SH   SOLE   147,000 0 0
RODGERS SILICON VALLEY AQ CO *W EXP 11/30/202 774873111 1,778 450,000 SH   SOLE   450,000 0 0
ENVIRONMENTAL IMPACT ACQU CO *W EXP 09/30/202 29408N114 261 300,000 SH   SOLE   300,000 0 0
IONEER LTD COM 00BGYBHZ4 130 500,000 SH   SOLE   500,000 0 0