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
APA CORPORATION COM 03743Q108 1,026 30,000 SH   SOLE   30,000 0 0
ASPEN AEROGELS INC COM 04523Y105 1,541 167,119 SH   SOLE   167,119 0 0
BILL COM HLDGS INC COM 090043100 1,986 15,000 SH   SOLE   15,000 0 0
CONTINENTAL RES INC COM 212015101 2,068 30,955 SH   SOLE   30,955 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,648 10,000 SH   SOLE   10,000 0 0
DATADOG INC CL A COM 23804L103 888 10,000 SH   SOLE   10,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 1,001 80,000 SH   SOLE   80,000 0 0
ENOVIX CORPORATION COM 293594107 4,584 250,000 SH   SOLE   250,000 0 0
FREYR BATTERY SHS L4135L100 356 25,000 SH   SOLE   25,000 0 0
NETFLIX INC COM 64110L106 1,177 5,000 SH   SOLE   5,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,881 4,000 SH   SOLE   4,000 0 0
OCCIDENTAL PETE CORP COM 674599105 4,609 75,000 SH   SOLE   75,000 0 0
PALO ALTO NETWORKS INC COM 697435105 1,638 10,000 SH   SOLE   10,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,721 20,000 SH   SOLE   20,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,190 175,000 SH   SOLE   175,000 0 0
SNOWFLAKE INC CL A 833445109 1,700 10,000 SH   SOLE   10,000 0 0
WOLFSPEED INC COM 977852102 1,550 15,000 SH   SOLE   15,000 0 0