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
MODERNA INC COM 60770K107 134,701 350,000 SH   SOLE   350,000 0 0
AMAZON COM INC COM 023135106 98,551 30,000 SH   SOLE   30,000 0 0
ASPEN AEROGELS INC COM 04523Y105 91,560 1,990,000 SH   SOLE   1,990,000 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 69,540 6,000,000 SH   SOLE   6,000,000 0 0
CODEXIS INC COM 192005106 57,092 2,454,500 SH   SOLE   2,454,500 0 0
ATLAS AIR WORLDWIDE HOLDINGS IN COM NEW 049164205 47,374 580,000 SH   SOLE   580,000 0 0
FIVE9 INC COM 338307101 35,143 220,000 SH   SOLE   220,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 33,530 45,000 SH   SOLE   45,000 0 0
NVIDIA CORP COM 67066G104 31,074 150,000 SH   SOLE   150,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 30,595 500,000 SH   SOLE   500,000 0 0
AXON ENTERPRISE INC COM 05464C101 29,753 170,000 SH   SOLE   170,000 0 0
HEICO CORP NEW COM 422806109 29,671 225,000 SH   SOLE   225,000 0 0
NOVANTA INC COM 67000B104 29,355 190,000 SH   SOLE   190,000 0 0
TRIMBLE INC COM 896239100 28,788 350,000 SH   SOLE   350,000 0 0
ALPHABET INC CAP STK CL A 02079K305 26,735 10,000 SH   SOLE   10,000 0 0
SP PLUS CORP COM 78469C103 26,051 849,400 SH   SOLE   849,400 0 0
BROOKS AUTOMATION INC NEW COM 114340102 24,564 240,000 SH   SOLE   240,000 0 0
VALMONT INDS INC COM 920253101 23,512 100,000 SH   SOLE   100,000 0 0
HESS CORP COM 42809H107 23,433 300,000 SH   SOLE   300,000 0 0
GARMIN LTD COM 00B3Z5T14 23,319 150,000 SH   SOLE   150,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,853 40,000 SH   SOLE   40,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 21,711 150,000 SH   SOLE   150,000 0 0
SM ENERGY CO COM 78454L100 21,104 800,000 SH   SOLE   800,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 19,662 80,000 SH   SOLE   80,000 0 0
TERADYNE INC COM 880770102 19,651 180,000 SH   SOLE   180,000 0 0
TWILIO INC CL A 90138F102 19,143 60,000 SH   SOLE   60,000 0 0
TECHTARGET INC COM 87874R100 18,957 230,000 SH   SOLE   230,000 0 0
WASTE CONNECTIONS INC COM 94106B101 18,890 150,000 SH   SOLE   150,000 0 0
MONGODB INC CL A 60937P106 18,860 40,000 SH   SOLE   40,000 0 0
SERVICENOW INC COM 81762P102 18,668 30,000 SH   SOLE   30,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 18,226 200,000 SH   SOLE   200,000 0 0
WAYFAIR INC CL A 94419L101 17,886 70,000 SH   SOLE   70,000 0 0
ENOVIX CORPORATION COM 293594107 17,001 900,000 SH   SOLE   900,000 0 0
CLOUDFLARE INC CL A COM 18915M107 16,898 150,000 SH   SOLE   150,000 0 0
DOCUSIGN INC COM 256163106 15,446 60,000 SH   SOLE   60,000 0 0
HEICO CORP NEW CL A 422806208 14,804 125,000 SH   SOLE   125,000 0 0
AMERESCO INC CL A 02361E108 14,608 250,000 SH   SOLE   250,000 0 0
PATRICK INDS INC COM 703343103 14,578 175,000 SH   SOLE   175,000 0 0
MICROSOFT CORP COM 594918104 14,096 50,000 SH   SOLE   50,000 0 0
FACEBOOK INC CL A 30303M102 13,576 40,000 SH   SOLE   40,000 0 0
API GROUP CORP COM STK 00187Y100 13,228 650,000 SH   SOLE   650,000 0 0
INNOSPEC INC COM 45768S105 12,633 150,000 SH   SOLE   150,000 0 0
KNOWBE4 INC CL A 49926T104 12,078 550,000 SH   SOLE   550,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 11,514 20,000 SH   SOLE   20,000 0 0
VERRA MOBILITY CORP COM 92511U102 10,549 700,000 SH   SOLE   700,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 10,152 400,000 SH   SOLE   400,000 0 0
ROGERS CORP COM 775133101 9,324 50,000 SH   SOLE   50,000 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 9,260 1,000,000 SH   SOLE   1,000,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 6,923 700,000 SH   SOLE   700,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 6,301 40,000 SH   SOLE   40,000 0 0
DANAHER CORP COM 235851102 6,089 20,000 SH   SOLE   20,000 0 0
ENVIRONMENTAL IMPACT ACQU CO COM CL A 29408N106 5,934 600,000 SH   SOLE   600,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,230 20,000 SH   SOLE   20,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 5,076 268,000 SH   SOLE   268,000 0 0
IRON SPARK I INC CLASS A COM 46301G103 5,000 500,000 SH   SOLE   500,000 0 0
ISOS ACQUISITION CORPORATION SHARES CL A G4962C112 1,497 150,000 SH   SOLE   150,000 0 0