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
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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   126,498,400 140,000 SH   SOLE   140,000 0 0
CAMECO CORP Com 13321L108   51,984,000 1,200,000 SH   SOLE   1,200,000 0 0
AMAZON.COM INC Com 023135106   45,095,000 250,000 SH   SOLE   250,000 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   37,497,000 300,000 SH   SOLE   300,000 0 0
HEI CORP NEW Com 422806109   26,740,000 140,000 SH   SOLE   140,000 0 0
MODERNA INC Com 60770K107   26,640,000 250,000 SH   SOLE   250,000 0 0
TOWA CORP Equity 6878665JP   28,200,469 400,000 SH   SOLE   400,000 0 0
ASPEN AEROGELS INC Com 04523Y105   26,266,662 1,492,424 SH   SOLE   1,492,424 0 0
CLEAN HARBORS INC Com 184496107   26,170,300 130,000 SH   SOLE   130,000 0 0
META PLATFORMS INC CL A 30303M102   24,279,000 50,000 SH   SOLE   50,000 0 0
COSTAR GROUP INC Com 22160N109   24,150,000 250,000 SH   SOLE   250,000 0 0
BOWLERO CORP CL A COM 10258P102   23,632,500 1,725,000 SH   SOLE   1,725,000 0 0
INNOSPEC INC Com 45768S105   20,630,400 160,000 SH   SOLE   160,000 0 0
APPLIED MATERIALS INC Com 038222105   20,623,000 100,000 SH   SOLE   100,000 0 0
HEI/A CORP NEW Equity 422806208   19,242,500 125,000 SH   SOLE   125,000 0 0
SERVICENOW INC Com 81762P102   19,060,000 25,000 SH   SOLE   25,000 0 0
CCC INTELLIGENT SOLUTIONS HOLD Com 12510Q100   17,940,000 1,500,000 SH   SOLE   1,500,000 0 0
GARMIN LTD SHS H2906T109   17,864,400 120,000 SH   SOLE   120,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   17,479,000 700,000 SH   SOLE   700,000 0 0
NOVANTA INC Com 67000B104   17,477,000 100,000 SH   SOLE   100,000 0 0
MICROSOFT CORP Com 594918104   16,828,800 40,000 SH   SOLE   40,000 0 0
LATTICE SEMICONDUCTOR CORP Com 518415104   15,646,000 200,000 SH   SOLE   200,000 0 0
AXON ENTERPRISE INC Com 05464C101   15,644,000 50,000 SH   SOLE   50,000 0 0
SUPER MICRO COMPUTER INC Com 86800U104   15,150,450 15,000 SH   SOLE   15,000 0 0
ALPHABET INC CAP STK CL A 02079K305   15,093,000 100,000 SH   SOLE   100,000 0 0
CAMTEK LTD/ISRAEL ORD M20791105   14,659,750 175,000 SH   SOLE   175,000 0 0
ONTO INNOVATION INC Com 683344105   13,581,000 75,000 SH   SOLE   75,000 0 0
WASTE CONNECTIONS INC Com 94106B101   12,040,700 70,000 SH   SOLE   70,000 0 0
NEXGEN ENERGY LTD Com 65340P106   11,655,000 1,500,000 SH   SOLE   1,500,000 0 0
SOUTHERN COPPER CORP Com 84265V105   10,652,000 100,000 SH   SOLE   100,000 0 0
RXSIGHT INC Com 78349D107   10,316,000 200,000 SH   SOLE   200,000 0 0
SPDR GOLD SHARES GOLD SHS 78463V107   10,286,000 50,000 SH   SOLE   50,000 0 0
TAIWAN SEMICONDUCTOR MANUFACTU SPONSORED ADS 874039100   10,203,750 75,000 SH   SOLE   75,000 0 0
ADOBE INC Com 00724F101   10,092,000 20,000 SH   SOLE   20,000 0 0
LANTHEUS HOLDINGS INC Com 516544103   9,647,200 155,000 SH   SOLE   155,000 0 0
CODEXIS INC Com 192005106   9,410,474 2,696,411 SH   SOLE   2,696,411 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,404,000 200,000 SH   SOLE   200,000 0 0
SALESFORCE INC Com 79466L302   9,035,400 30,000 SH   SOLE   30,000 0 0
UBER TECHNOLOGIES INC Com 90353T100   7,699,000 100,000 SH   SOLE   100,000 0 0
MONGODB INC CL A 60937P106   7,172,800 20,000 SH   SOLE   20,000 0 0
KLA CORP COM NEW 482480100   6,985,700 10,000 SH   SOLE   10,000 0 0
DEXCOM INC Com 252131107   6,935,000 50,000 SH   SOLE   50,000 0 0
HILLMAN SOLUTIONS CORP Com 431636109   6,596,800 620,000 SH   SOLE   620,000 0 0
PHILLIPS 66 Com 718546104   6,533,600 40,000 SH   SOLE   40,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   6,412,000 400,000 SH   SOLE   400,000 0 0
ALTUS POWER INC COM CL A 02217A102   5,736,000 1,200,000 SH   SOLE   1,200,000 0 0
ADVANCED MICRO DEVICES INC Com 007903107   5,414,700 30,000 SH   SOLE   30,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207   5,404,000 400,000 SH   SOLE   400,000 0 0
BWX TECHNOLOGIES INC Com 05605H100   5,131,000 50,000 SH   SOLE   50,000 0 0
TECHTARGET INC Com 87874R100   4,962,000 150,000 SH   SOLE   150,000 0 0
FLYWIRE CORP COM VTG 302492103   4,962,000 200,000 SH   SOLE   200,000 0 0
ENPHASE ENERGY INC Com 29355A107   4,839,200 40,000 SH   SOLE   40,000 0 0
MASTERCARD INC CL A 57636Q104   4,815,700 10,000 SH   SOLE   10,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,083,500 50,000 SH   SOLE   50,000 0 0
ALCOA CORP Com 013872106   3,379,000 100,000 SH   SOLE   100,000 0 0
UDEMY INC Com 902685106   3,294,000 300,000 SH   SOLE   300,000 0 0
TRIMBLE INC Com 896239100   3,218,000 50,000 SH   SOLE   50,000 0 0
ASM INTERNATIONAL NV Equity 5165294NL   3,053,737 5,000 SH   SOLE   5,000 0 0
BIODESIX INC Com 09075X108   1,896,180 1,326,000 SH   SOLE   1,326,000 0 0
SILEX SYSTEMS LTD Equity 6111735AU   1,672,508 500,000 SH   SOLE   500,000 0 0
LUNDIN MINING CORP Equity 2866857CA   1,023,256 100,000 SH   SOLE   100,000 0 0
BRIGHTVIEW HOLDINGS INC Com 10948C107   238,000 20,000 SH   SOLE   20,000 0 0
ASML HOLDING NV NY Registry SHS 00B908F01   19,409,400 20,000 SH   SOLE   20,000 0 0