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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABB LTD. Common Stock 000375204   228,750 7,000 SH   SOLE   7,000 0 0
Accelleron Industries AG Common Stock 00449R109   88 350 SH   SOLE   350 0 0
Advanced Emissions Solutions, Inc Common Stock 00770C101   10,911 6,800 SH   SOLE   6,800 0 0
Amtech Systems, Inc. Common Stock 032332504   57,450 6,600 SH   SOLE   6,600 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105   310,100 35,000 SH   SOLE   35,000 0 0
Axcelis Technologies Inc. ADR 054540208   648,450 5,000 SH   SOLE   5,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100   2,447,700 30,000 SH   SOLE   30,000 0 0
Carrier Global Corp. Common Stock 14448C104   40,600 1,000 SH   SOLE   1,000 0 0
ChargePoint Holdings, Inc. Common Stock 15961R105   3,039,220 60,000 SH   SOLE   60,000 0 0
Chegg, Inc. Common Stock 163092109   2,953,600 260,000 SH   SOLE   260,000 0 0
Cloudflare, Inc. Common Stock 18915M107   3,330,400 80,000 SH   SOLE   80,000 0 0
Corning, Inc. Common Stock 219350105   375,600 16,460 SH   SOLE   16,460 0 0
Coursera, Inc. Common Stock 22266M104   121,631 10,000 SH   SOLE   10,000 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102   12,132 10,000 SH   SOLE   10,000 0 0
DocuSign, Inc. Common Stock 256163106   3,567,000 60,000 SH   SOLE   60,000 0 0
Domo, Inc. Common Stock 257554105   2,366,700 230,000 SH   SOLE   230,000 0 0
Enovix Corporation Common Stock 293594107   140,400 30,000 SH   SOLE   30,000 0 0
Enphase Energy, Inc. Common Stock 29355A107   420,213 3,000 SH   SOLE   3,000 0 0
EVgo, Inc. Common Stock 30052F100   227,708 60,000 SH   SOLE   60,000 0 0
Fastly, Inc. Common Stock 31188V100   890,000 50,000 SH   SOLE   50,000 0 0
First Solar, Inc. Common Stock 336433107   861,400 5,000 SH   SOLE   5,000 0 0
Honeywell International, Inc. Common Stock 438516106   17,860 580 SH   SOLE   580 0 0
Intevac, Inc. Common Stock 461148108   14,760 5,800 SH   SOLE   5,800 0 0
Itron, Inc. Common Stock 465741106   144,566 5,565 SH   SOLE   5,565 0 0
Jazz Pharmaceuticals plc Common Stock 00B4Q5ZN4   20,264 120 SH   SOLE   120 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303   214,800 11,373 SH   SOLE   11,373 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207   5,884,099 310,000 SH   SOLE   310,000 0 0
Maxeon Solar Technologies LTD Common Stock 00BMH1V17   27,720 2,491 SH   SOLE   2,491 0 0
monday.com Ltd. Common Stock 00BMHRYX8   2,817,150 20,000 SH   SOLE   20,000 0 0
MongoDB,Inc. Common Stock 60937P106   2,044,250 5,000 SH   SOLE   5,000 0 0
Nano Dimension Ltd. Common Stock 63008G203   501,207 200,000 SH   SOLE   200,000 0 0
Netflix, Inc. Common Stock 64110L106   2,434,400 5,000 SH   SOLE   5,000 0 0
Okta, Inc. Common Stock 679295105   905,300 10,000 SH   SOLE   10,000 0 0
ON Semiconductor Corp. Common Stock 682189105   835,300 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108   25,056 14,000 SH   SOLE   14,000 0 0
PagerDuty, Inc. Common Stock 69553P100   2,778,000 120,000 SH   SOLE   120,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105   1,474,400 15,000 SH   SOLE   15,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103   614,100 10,000 SH   SOLE   10,000 0 0
Power Integrations, Inc. Common Stock 739276103   193,700 1,598 SH   SOLE   1,598 0 0
Quanta Services, Inc. Common Stock 74762E102   1,079,000 5,000 SH   SOLE   5,000 0 0
Roku, Inc. Common Stock 77543R102   7,332,800 190,000 SH   SOLE   190,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104   1,216,800 14,000 SH   SOLE   14,000 0 0
STMicroelectronics N.V. - ADR Common Stock 861012102   265,332 5,000 SH   SOLE   5,000 0 0
Sunnova Energy International Inc. ADR 86745K104   250,650 15,000 SH   SOLE   15,000 0 0
SunPower Corp. - Class B Common Stock 867652406   552,300 29,931 SH   SOLE   29,931 0 0
Sunrun, Inc. Common Stock 86771W105   168 11,600 SH   SOLE   11,600 0 0
Swvl Holdings Corp Warrant Common Stock 00BPGMCT7   0 13,333 SH   SOLE   13,333 0 0
Tempo Automation, Inc. Common Stock 88024M108   131,211 520,000 SH   SOLE   520,000 0 0
Tesla Motors, Inc. Common Stock 88160R101   993,920 5,000 SH   SOLE   5,000 0 0
Twilio, Inc. Common Stock 90138F102   2,276,100 30,000 SH   SOLE   30,000 0 0
Wolfspeed, Inc. Common Stock 977852102   7,831,800 190,000 SH   SOLE   190,000 0 0
Workday, Inc. Common Stock 98138H101   2,760,600 10,000 SH   SOLE   10,000 0 0
Zscaler, Inc. Common Stock 98980G102   4,431,200 20,000 SH   SOLE   20,000 0 0