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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
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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
NVIDIA CORP COM 67066G104   69,330,800 140,000 SH   SOLE   140,000 0 0
CAMECO CORP COM 13321L108   51,720,000 1,200,000 SH   SOLE   1,200,000 0 0
AMAZON COM INC COM 023135106   37,985,000 250,000 SH   SOLE   250,000 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   30,058,000 400,000 SH   SOLE   400,000 0 0
HEICO CORP NEW COM 422806109   25,041,800 140,000 SH   SOLE   140,000 0 0
BOWLERO CORP CL A COM 10258P102   24,426,000 1,725,000 SH   SOLE   1,725,000 0 0
ASPEN AEROGELS INC COM 04523Y105   23,550,450 1,492,424 SH   SOLE   1,492,424 0 0
CLEAN HARBORS INC COM 184496107   22,686,300 130,000 SH   SOLE   130,000 0 0
INNOSPEC INC COM 45768S105   18,116,280 147,000 SH   SOLE   147,000 0 0
HEICO CORP NEW CL A 422806208   17,805,000 125,000 SH   SOLE   125,000 0 0
META PLATFORMS INC CL A 30303M102   17,698,000 50,000 SH   SOLE   50,000 0 0
SERVICENOW INC COM 81762P102   17,662,250 25,000 SH   SOLE   25,000 0 0
APPLIED MATLS INC COM 038222105   16,207,000 100,000 SH   SOLE   100,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   16,121,000 700,000 SH   SOLE   700,000 0 0
GARMIN LTD SHS H2906T109   15,424,800 120,000 SH   SOLE   120,000 0 0
ASML HOLDING NV N Y REGISTRY SHS N07059210   15,138,400 20,000 SH   SOLE   20,000 0 0
MICROSOFT CORP COM 594918104   15,041,600 40,000 SH   SOLE   40,000 0 0
PINTEREST INC CL A 72352L106   14,816,000 400,000 SH   SOLE   400,000 0 0
COSTAR GROUP INC COM 22160N109   13,108,500 150,000 SH   SOLE   150,000 0 0
AXON ENTERPRISE INC COM 05464C101   12,916,500 50,000 SH   SOLE   50,000 0 0
AIXTRON SE Equity D0257Y135   12,804,771 300,000 SH   SOLE   300,000 0 0
CAMTEK LTD ORD M20791105   12,141,500 175,000 SH   SOLE   175,000 0 0
ADOBE INC COM 00724F101   11,932,000 20,000 SH   SOLE   20,000 0 0
ONTO INNOVATION INC COM 683344105   11,467,500 75,000 SH   SOLE   75,000 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   11,390,000 1,000,000 SH   SOLE   1,000,000 0 0
WASTE CONNECTIONS INC COM 94106B101   10,448,900 70,000 SH   SOLE   70,000 0 0
LANTHEUS HLDGS INC COM 516544103   9,610,000 155,000 SH   SOLE   155,000 0 0
NOVANTA INC COM 67000B104   8,420,500 50,000 SH   SOLE   50,000 0 0
WORKDAY INC CL A 98138H101   8,281,799 30,000 SH   SOLE   30,000 0 0
CODEXIS INC COM 192005106   8,224,053 2,696,411 SH   SOLE   2,696,411 0 0
ALTUS POWER INC COM CL A 02217A102   8,196,000 1,200,000 SH   SOLE   1,200,000 0 0
MONGODB INC CL A 60937P106   8,177,000 20,000 SH   SOLE   20,000 0 0
RXSIGHT INC COM 78349D107   8,064,000 200,000 SH   SOLE   200,000 0 0
SALESFORCE INC COM 79466L302   7,894,200 30,000 SH   SOLE   30,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   7,800,000 75,000 SH   SOLE   75,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   7,396,000 400,000 SH   SOLE   400,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,157,000 100,000 SH   SOLE   100,000 0 0
KLA CORP COM NEW 482480100   5,813,000 10,000 SH   SOLE   10,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   5,710,200 620,000 SH   SOLE   620,000 0 0
ENPHASE ENERGY INC COM 29355A107   5,285,600 40,000 SH   SOLE   40,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,265,100 10,000 SH   SOLE   10,000 0 0
TECHTARGET INC COM 87874R100   4,183,200 120,000 SH   SOLE   120,000 0 0
KLAVIYO INC COM SER A 49845K101   4,167,000 150,000 SH   SOLE   150,000 0 0
UDEMY INC COM 902685106   3,240,600 220,000 SH   SOLE   220,000 0 0
FLYWIRE CORPORATION COM VTG 302492103   2,778,000 120,000 SH   SOLE   120,000 0 0
ASM INTERNATIONAL NV Equity N07045201   2,594,241 5,000 SH   SOLE   5,000 0 0
BIODESIX INC COM 09075X108   139,840 76,000 SH   SOLE   76,000 0 0