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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 11,514,360 78,000 SH   SOLE   78,000 0 0
AEHR TEST SYS COM 00760J108 BBG001SB1CS4 397,950 15,000 SH   SOLE   15,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 2,742,500 50,000 SH   SOLE   50,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 4,714,500 350,000 SH   SOLE   350,000 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 323,100 5,000 SH   SOLE   5,000 0 0
ALASKA AIR GROUP INC COM 011659109 BBG001S5NLG6 3,907,000 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,595,500 25,500 SH   SOLE   25,500 0 0
ALTAIR ENGR INC COM CL A 021369103 BBG001SR65P2 1,009,800 12,000 SH Call SOLE   12,000 0 0
ALTAIR ENGR INC COM CL A 021369103 BBG001SR65P2 1,977,525 23,500 SH   SOLE   23,500 0 0
ALTIMMUNE INC COM NEW 02155H200 BBG001SNS461 3,822,610 341,000 SH   SOLE   341,000 0 0
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZM97 10,364,525 1,517,500 SH   SOLE   1,517,500 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 607,760 4,000 SH   SOLE   4,000 0 0
AMERICAN WELL CORP CL A 03044L105 BBG002R1JYZ0 89,400 60,000 SH   SOLE   60,000 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 2,382,720 12,000 SH Put SOLE   12,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 2,028,000 300,000 SH   SOLE   300,000 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 2,590,610 11,000 SH Put SOLE   11,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 3,272,640 194,800 SH   SOLE   194,800 0 0
ASPEN AEROGELS INC COM 04523Y105 BBG001SJZK39 16,505,880 1,046,000 SH   SOLE   1,046,000 0 0
ASPEN AEROGELS INC COM 04523Y105 BBG001SJZK39 6,312,000 400,000 SH Call SOLE   400,000 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 594,650 2,500 SH   SOLE   2,500 0 0
AUGMEDIX INC COM 05105P107 BBG006674MM7 3,071,250 525,000 SH   SOLE   525,000 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 2,434,800 10,000 SH   SOLE   10,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 9,423,100 170,000 SH   SOLE   170,000 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114 BBG00K817GY4 23,719,577 1,727,573 SH   SOLE   1,727,573 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 1,480,000 100,000 SH   SOLE   100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 1,089,480 4,000 SH Put SOLE   4,000 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 3,232,500 75,000 SH   SOLE   75,000 0 0
CAMTEK LTD ORD M20791105 BBG001SBFT84 1,394,538 20,100 SH   SOLE   20,100 0 0
CELESTICA INC SUB VTG SHS 15101Q108 BBG001S9CXM7 28,023,888 957,100 SH   SOLE   957,100 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 450,100 10,000 SH Call SOLE   10,000 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 1,620,360 36,000 SH   SOLE   36,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 BBG001SPD4H0 1,244,750 325,000 SH   SOLE   325,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 BBG008LJ4TG2 2,057,250 75,000 SH   SOLE   75,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 2,190,500 10,000 SH   SOLE   10,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 2,677,500 35,000 SH   SOLE   35,000 0 0
DENISON MINES CORP COM 248356107 BBG001S9ZPX7 885,000 500,000 SH   SOLE   500,000 0 0
DIREXION SHS ETF TR DLY GOLD INDX 2X 25460G781 BBG001TGX0X7 2,611,500 75,000 SH   SOLE   75,000 0 0
DOMO INC COM CL B 257554105 BBG00L2NS125 257,250 25,000 SH Call SOLE   25,000 0 0
DOMO INC COM CL B 257554105 BBG00L2NS125 118,335 11,500 SH   SOLE   11,500 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 5,287,500 150,000 SH   SOLE   150,000 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 1,640,700 30,000 SH   SOLE   30,000 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 1,094,480 8,000 SH   SOLE   8,000 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 BBG00V1KJ6G4 4,816,900 4,379,000 SH   SOLE   4,379,000 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 BBG00V1KJ6G4 1,090,000 1,000,000 SH Call SOLE   1,000,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 BBG00W1PPKY3 8,158,520 1,728,500 SH   SOLE   1,728,500 0 0
EXP WORLD HLDGS INC COM 30212W100 BBG001V05TN8 620,800 40,000 SH Put SOLE   40,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 2,307,208 15,200 SH   SOLE   15,200 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGDB6 11,913,300 1,830,000 SH   SOLE   1,830,000 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGDB6 3,258,255 500,500 SH Call SOLE   500,500 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 1,223,630 15,550 SH   SOLE   15,550 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 236,070 3,000 SH Call SOLE   3,000 0 0
FLEX LTD ORD Y2573F102 BBG001SC5SP6 9,092,310 298,500 SH   SOLE   298,500 0 0
FLUOR CORP NEW COM 343412102 BBG001S5Q738 5,967,550 152,350 SH   SOLE   152,350 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 643,830 11,000 SH Put SOLE   11,000 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 6,960,000 150,000 SH Call SOLE   150,000 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 4,788,480 103,200 SH   SOLE   103,200 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 7,184 200 SH   SOLE   200 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 3,592,000 100,000 SH Call SOLE   100,000 0 0
GLOBAL E ONLINE LTD SHS M5216V106 BBG00ZKY1Q42 435,930 11,000 SH   SOLE   11,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 BBG001TF8NP6 2,816,073 101,700 SH   SOLE   101,700 0 0
GREEN PLAINS INC COM 393222104 BBG001SPVM17 1,008,800 40,000 SH   SOLE   40,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5DN3 21,560,665 781,750 SH   SOLE   781,750 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 BBG0044K5DN3 6,895,000 250,000 SH Call SOLE   250,000 0 0
ICHOR HOLDINGS SHS G4740B105 BBG00F9VSD81 1,546,980 46,000 SH Put SOLE   46,000 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109 BBG010J28KR1 891,250 125,000 SH   SOLE   125,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 2,178,970 100,000 SH   SOLE   100,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 5,445,000 250,000 SH Call SOLE   250,000 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 BBG002DMN5F9 5,932,150 85,000 SH   SOLE   85,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 301,065 1,500 SH Put SOLE   1,500 0 0
ITRON INC COM 465741106 BBG001S6DJQ9 18,688,725 247,500 SH   SOLE   247,500 0 0
JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 884,400 30,000 SH Put SOLE   30,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HZ5 8,100,000 300,000 SH Call SOLE   300,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 BBG001S6C0G2 275,960 4,000 SH Put SOLE   4,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 5,114,450 85,000 SH   SOLE   85,000 0 0
LIVEPERSON INC COM 538146101 BBG001SCKYC0 170,550 45,000 SH   SOLE   45,000 0 0
LIVEPERSON INC COM 538146101 BBG001SCKYC0 170,550 45,000 SH Call SOLE   45,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 904,650 15,000 SH Put SOLE   15,000 0 0
MASTEC INC COM 576323109 BBG001S95HF8 2,250,398 29,720 SH   SOLE   29,720 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 1,442,880 16,000 SH Put SOLE   16,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,199,995 8,500 SH   SOLE   8,500 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1KB3 1,537,500 150,000 SH   SOLE   150,000 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 BBG00MH7T2N6 6,642,000 225,000 SH   SOLE   225,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZY3 519,840 12,000 SH Put SOLE   12,000 0 0
MODEL N INC COM 607525102 BBG001SQGHS4 302,963 11,250 SH   SOLE   11,250 0 0
MODINE MFG CO COM 607828100 BBG001S5T913 1,223,850 20,500 SH   SOLE   20,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 1,829,262 2,900 SH   SOLE   2,900 0 0
MYR GROUP INC DEL COM 55405W104 BBG001S8GYM3 1,446,300 10,000 SH   SOLE   10,000 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 1,049,355 150,000 SH   SOLE   150,000 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 1,946,395 21,500 SH   SOLE   21,500 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 421,720 4,000 SH   SOLE   4,000 0 0
OSCAR HEALTH INC CL A 687793109 BBG00YMWFVT4 2,287,500 250,000 SH Call SOLE   250,000 0 0
OSCAR HEALTH INC CL A 687793109 BBG00YMWFVT4 12,195,120 1,332,800 SH   SOLE   1,332,800 0 0
PACIRA BIOSCIENCES INC COM 695127100 BBG001S77N12 4,163,516 123,400 SH Call SOLE   123,400 0 0
PACIRA BIOSCIENCES INC COM 695127100 BBG001S77N12 10,189,480 302,000 SH   SOLE   302,000 0 0
PDF SOLUTIONS INC COM 693282105 BBG001SFSR85 305,330 9,500 SH   SOLE   9,500 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 2,842,776 85,600 SH   SOLE   85,600 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 346,100 5,000 SH Call SOLE   5,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 9,344,700 135,000 SH   SOLE   135,000 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 1,953,450 13,500 SH   SOLE   13,500 0 0
RIOT PLATFORMS INC COM 767292105 BBG001SDW128 385,250 25,000 SH   SOLE   25,000 0 0
ROGERS CORP COM 775133101 BBG001S5TTY3 1,320,700 10,000 SH   SOLE   10,000 0 0
ROIVANT SCIENCES LTD SHS G76279101 BBG007STW2C7 5,907,542 526,050 SH   SOLE   526,050 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 985,345 10,750 SH   SOLE   10,750 0 0
RUMBLE INC COM CL A 78137L105 BBG00Z61CSD4 89,800 20,000 SH Put SOLE   20,000 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 2,966,904 11,275 SH   SOLE   11,275 0 0
SEMTECH CORP COM 816850101 BBG001S7TWW4 547,750 25,000 SH Call SOLE   25,000 0 0
SEMTECH CORP COM 816850101 BBG001S7TWW4 624,435 28,500 SH   SOLE   28,500 0 0
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 16,521,624 602,100 SH   SOLE   602,100 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 3,532,450 5,000 SH   SOLE   5,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 459,525 7,500 SH   SOLE   7,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 9,560,500 50,000 SH   SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 83,179,250 175,000 SH Put SOLE   175,000 0 0
SPRUCE POWER HOLDING CORP COM NEW 9837FR209 BBG00PP0KRM0 59,723 13,512 SH   SOLE   13,512 0 0
STEM INC COM 85859N102 BBG00XP8NRN2 5,509,600 1,420,000 SH   SOLE   1,420,000 0 0
STRONGHOLD DIGITAL MINING IN CLASS A COM 86337R202 BBG011YPF0R7 912,500 125,000 SH   SOLE   125,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1KH9 5,718,750 375,000 SH   SOLE   375,000 0 0
SUNOPTA INC COM 8676EP108 BBG001S6V9S9 27,167,537 4,966,643 SH   SOLE   4,966,643 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 15,341,681 780,350 SH   SOLE   780,350 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 19,630,000 1,000,000 SH Call SOLE   1,000,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 9,096,320 32,000 SH   SOLE   32,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 1,989,820 7,000 SH Call SOLE   7,000 0 0
SURGERY PARTNERS INC COM 86881A100 BBG009T0TKW7 5,758,200 180,000 SH   SOLE   180,000 0 0
TABOOLA.COM LTD ORD SHS M8744T106 BBG011MN6XF6 4,221,750 975,000 SH   SOLE   975,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 BBG001S5WXH9 696,080 154,000 SH   SOLE   154,000 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 1,507,100 70,000 SH   SOLE   70,000 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 753,550 35,000 SH Call SOLE   35,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 3,078,500 50,000 SH   SOLE   50,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 1,895,500 50,000 SH   SOLE   50,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 1,895,500 50,000 SH Call SOLE   50,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 1,551,000 50,000 SH   SOLE   50,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 8,527,750 275,000 SH Call SOLE   275,000 0 0
VICOR CORP COM 925815102 BBG001S6JQ96 1,572,900 35,000 SH Put SOLE   35,000 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 10,670,040 277,000 SH   SOLE   277,000 0 0
VIZIO HLDG CORP CL A COM 92858V101 BBG00ZHDJWD0 150,150 19,500 SH   SOLE   19,500 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 602,255 11,500 SH   SOLE   11,500 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 1,726,900 35,000 SH   SOLE   35,000 0 0
ZUORA INC COM CL A 98983V106 BBG001SS0FH3 789,600 84,000 SH   SOLE   84,000 0 0
ZUORA INC COM CL A 98983V106 BBG001SS0FH3 846,000 90,000 SH Call SOLE   90,000 0 0