The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AEHR TEST SYS | COM | 00760J108 | 2,211,000 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | |||
| AGILYSYS INC | COM | 00847J105 | 1,028,820 | 13,000 | SH | SOLE | 0 | 0 | 13,000 | |||
| AMPLITUDE INC | COM CL A | 03213A104 | 4,107,200 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | |||
| ARDELYX INC | COM | 039697107 | 570,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | |||
| ASPEN AEROGELS INC | COM | 04523Y105 | 5,069,700 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | |||
| ASPEN AEROGELS INC | COM | 04523Y105 | 896,040 | 76,000 | SH | Call | SOLE | 0 | 0 | 76,000 | ||
| ATKORE INC | COM | 047649108 | 1,361,040 | 12,000 | SH | SOLE | 0 | 0 | 12,000 | |||
| BILL COM HLDGS INC | COM | 090043100 | 2,724,000 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | |||
| CALIX INC | COM | 13100M509 | 1,368,600 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | |||
| DIGI INTL INC | COM | 253798102 | 1,242,700 | 34,000 | SH | SOLE | 0 | 0 | 34,000 | |||
| E L F BEAUTY INC | COM | 26856L103 | 1,659,000 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | |||
| ENPHASE ENERGY INC | COM | 29355A107 | 1,854,720 | 7,000 | SH | SOLE | 0 | 0 | 7,000 | |||
| INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 | 2,915,000 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | |||
| INSULET CORP | COM | 45784P101 | 1,471,950 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | |||
| KARUNA THERAPEUTICS INC | COM | 48576A100 | 1,768,500 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | |||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,816,640 | 28,000 | SH | SOLE | 0 | 0 | 28,000 | |||
| MARQETA INC | CLASS A COM | 57142B104 | 2,444,000 | 400,000 | SH | Call | SOLE | 0 | 0 | 400,000 | ||
| MARQETA INC | CLASS A COM | 57142B104 | 1,833,000 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | |||
| MODERNA INC | COM | 60770K107 | 1,257,340 | 7,000 | SH | SOLE | 0 | 0 | 7,000 | |||
| MODINE MFG CO | COM | 607828100 | 794,400 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | |||
| MONGODB INC | CL A | 60937P106 | 2,362,080 | 12,000 | SH | SOLE | 0 | 0 | 12,000 | |||
| PLANET LABS PBC | COM CL A | 72703X106 | 783,000 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | |||
| SAMSARA INC | COM CL A | 79589L106 | 1,988,800 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | |||
| STEEL DYNAMICS INC | COM | 858119100 | 1,367,800 | 14,000 | SH | SOLE | 0 | 0 | 14,000 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 985,200 | 12,000 | SH | SOLE | 0 | 0 | 12,000 | |||
| UNIQURE NV | SHS | N90064101 | 680,100 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | |||
| XPONENTIAL FITNESS INC | COM CL A | 98422X101 | 802,550 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | |||