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
ECARX HOLDINGS INC CLASS A ORD G29201103   48,264 49,360 SH   SOLE   49,360 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101   366,863 20,868 SH   SOLE   20,868 0 0
JOBY AVIATION INC COMMON STOCK G65163100   338,660 41,000 SH   SOLE   41,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,237,341 5,711 SH   SOLE   5,711 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   2,712,537 57,022 SH   SOLE   57,022 0 0
GARMIN LTD SHS H2906T109   1,542,727 6,649 SH   SOLE   6,649 0 0
SOPHIA GENETICS SA ORDINARY SHARES H82027105   212,612 42,952 SH   SOLE   42,952 0 0
FLEXTRONICS INTL LTD ORD Y2573F102   941,969 14,390 SH   SOLE   14,390 0 0
ABCELLERA BIOLOGICS INC COM 00288U106   80,075 22,944 SH   SOLE   22,944 0 0
ADVANCED ENERGY INDS COM 007973100   3,289,506 10,193 SH   SOLE   10,193 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   230,129 1,691 SH   SOLE   1,691 0 0
ANALOG DEVICES INC COM 032654105   2,090,776 6,572 SH   SOLE   6,572 0 0
APPLIED MATLS INC COM 038222105   4,937,916 14,447 SH   SOLE   14,447 0 0
ARCHER AVIATION INC COM CL A 03945R102   637,880 123,381 SH   SOLE   123,381 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109   217,225 28,138 SH   SOLE   28,138 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,132,277 9,222 SH   SOLE   9,222 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   405,307 56,059 SH   SOLE   56,059 0 0
ATLASSIAN CORPORATION CL A 049468101   201,338 2,950 SH   SOLE   2,950 0 0
AUTODESK INC COM 052769106   685,402 2,863 SH   SOLE   2,863 0 0
BEAM GLOBAL COM 07373B109   57,955 39,425 SH   SOLE   39,425 0 0
BETA TECHNOLOGIES INC COM SHS CL A 086921103   309,758 21,072 SH   SOLE   21,072 0 0
BILLIONTOONE INC CL A 090168105   407,962 5,168 SH   SOLE   5,168 0 0
BROADCOM INC COM 11135F101   1,816,538 5,869 SH   SOLE   5,869 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108   4,721,130 118,532 SH   SOLE   118,532 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   686,505 169,927 SH   SOLE   169,927 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   769,978 2,771 SH   SOLE   2,771 0 0
CALIFORNIA WTR SVC GROUP COM 130788102   355,623 7,843 SH   SOLE   7,843 0 0
CANADIAN SOLAR INC COM 136635109   526,272 37,998 SH   SOLE   37,998 0 0
CARIBOU BIOSCIENCES INC COM 142038108   709,935 373,650 SH   SOLE   373,650 0 0
CASTLE BIOSCIENCES INC COM 14843C105   244,150 9,945 SH   SOLE   9,945 0 0
CISCO SYS INC COM 17275R102   917,331 11,823 SH   SOLE   11,823 0 0
CLOUDFLARE INC CL A COM 18915M107   1,525,678 7,394 SH   SOLE   7,394 0 0
COMMERCIAL METALS CO COM 201723103   1,251,082 20,366 SH   SOLE   20,366 0 0
CORNING INC COM 219350105   3,695,664 27,180 SH   SOLE   27,180 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,449,202 3,712 SH   SOLE   3,712 0 0
DATADOG INC CL A COM 23804L103   586,590 4,969 SH   SOLE   4,969 0 0
DOCUSIGN INC COM 256163106   458,929 9,680 SH   SOLE   9,680 0 0
DUOLINGO INC CL A COM 26603R106   241,891 2,454 SH   SOLE   2,454 0 0
ESS TECH INC COM NEW 26916J205   134,059 114,580 SH   SOLE   114,580 0 0
EDITAS MEDICINE INC COM 28106W103   395,551 160,142 SH   SOLE   160,142 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   338,705 102,638 SH   SOLE   102,638 0 0
ENPHASE ENERGY INC COM 29355A107   619,101 16,374 SH   SOLE   16,374 0 0
EVERSPIN TECHNOLOGIES INC COM 30041T104   391,946 44,590 SH   SOLE   44,590 0 0
EXTREME NETWORKS INC COM 30226D106   376,653 24,977 SH   SOLE   24,977 0 0
FIRST SOLAR INC COM 336433107   919,232 4,660 SH   SOLE   4,660 0 0
FLUENCE ENERGY INC COM CL A 34379V103   372,979 27,106 SH   SOLE   27,106 0 0
T1 ENERGY INC COM NEW 35834F104   1,067,758 243,225 SH   SOLE   243,225 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   84,447 13,776 SH   SOLE   13,776 0 0
GRAIL INC COM 384747101   268,323 5,192 SH   SOLE   5,192 0 0
GUARDANT HEALTH INC COM 40131M109   237,391 2,570 SH   SOLE   2,570 0 0
HONEST CO INC COM 438333106   885,798 301,292 SH   SOLE   301,292 0 0
HORIZON TECHNOLOGY FIN CORP COM 44045A102   2,484,496 590,141 SH   SOLE   590,141 0 0
ILLUMINA INC COM 452327109   541,358 4,392 SH   SOLE   4,392 0 0
INOVIO PHARMACEUTICALS INC COM SHS 45773H409   114,109 65,580 SH   SOLE   65,580 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   181,621 14,167 SH   SOLE   14,167 0 0
INTERFACE INC COM 458665304   1,744,373 69,999 SH   SOLE   69,999 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   4,895,401 20,196 SH   SOLE   20,196 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100   495,032 26,672 SH   SOLE   26,672 0 0
INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA 46144X586   439,417 11,216 SH   SOLE   11,216 0 0
ITRON INC COM 465741106   496,461 5,539 SH   SOLE   5,539 0 0
LAM RESEARCH CORP COM NEW 512807306   6,064,972 28,386 SH   SOLE   28,386 0 0
MARVELL TECHNOLOGY INC COM 573874104   869,213 8,775 SH   SOLE   8,775 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   527,677 8,167 SH   SOLE   8,167 0 0
MICRON TECHNOLOGY INC COM 595112103   2,254,006 6,672 SH   SOLE   6,672 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   92,511 13,466 SH   SOLE   13,466 0 0
MODERNA INC COM 60770K107   1,744,370 34,338 SH   SOLE   34,338 0 0
MONOLITHIC PWR SYS INC COM 609839105   866,078 792 SH   SOLE   792 0 0
NATURAL GROCERS BY VITAMIN COM 63888U108   1,684,433 65,162 SH   SOLE   65,162 0 0
NEXTPOWER INC CLASS A COM 65290E101   2,916,948 24,197 SH   SOLE   24,197 0 0
NVIDIA CORPORATION COM 67066G104   1,047,611 6,007 SH   SOLE   6,007 0 0
ORMAT TECHNOLOGIES INC COM 686688102   673,918 6,021 SH   SOLE   6,021 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   241,056 182,618 SH   SOLE   182,618 0 0
PAGERDUTY INC COM 69553P100   222,815 35,880 SH   SOLE   35,880 0 0
PALO ALTO NETWORKS INC COM 697435105   668,534 4,170 SH   SOLE   4,170 0 0
PAYPAL HLDGS INC COM 70450Y103   593,102 13,113 SH   SOLE   13,113 0 0
PERSONALIS INC COM 71535D106   423,025 66,409 SH   SOLE   66,409 0 0
PONY AI INC SPONSORED ADS 732908108   388,654 41,171 SH   SOLE   41,171 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   217,769 11,565 SH   SOLE   11,565 0 0
PRIME MEDICINE INC COM 74168J101   665,275 191,171 SH   SOLE   191,171 0 0
EVERPURE INC CL A 74624M102   653,750 11,073 SH   SOLE   11,073 0 0
QUALCOMM INC COM 747525103   2,881,933 22,379 SH   SOLE   22,379 0 0
QUANTUM SI INC COM CL A 74765K105   33,443 43,208 SH   SOLE   43,208 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   868,771 136,171 SH   SOLE   136,171 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   466,941 152,098 SH   SOLE   152,098 0 0
REGENERON PHARMACEUTICALS COM 75886F107   259,688 336 SH   SOLE   336 0 0
REMITLY GLOBAL INC COM 75960P104   158,847 10,137 SH   SOLE   10,137 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   1,858,434 123,484 SH   SOLE   123,484 0 0
RUBRIK INC. CL A 781154109   273,106 5,577 SH   SOLE   5,577 0 0
SENTINELONE INC CL A 81730H109   586,001 45,497 SH   SOLE   45,497 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   105,477 16,030 SH   SOLE   16,030 0 0
SIMULATIONS PLUS INC COM 829214105   162,005 13,706 SH   SOLE   13,706 0 0
SPROUTS FMRS MKT INC COM 85208M102   1,205,928 15,635 SH   SOLE   15,635 0 0
SUNRUN INC COM 86771W105   687,845 50,726 SH   SOLE   50,726 0 0
SURO CAPITAL CORP COM NEW 86887Q109   627,724 58,611 SH   SOLE   58,611 0 0
SYMBOTIC INC CLASS A COM 87151X101   921,850 17,328 SH   SOLE   17,328 0 0
SYNOPSYS INC COM 871607107   203,634 514 SH   SOLE   514 0 0
TEMPUS AI INC CL A 88023B103   2,147,950 47,500 SH   SOLE   47,500 0 0
TREX INC COM 89531P105   659,858 18,118 SH   SOLE   18,118 0 0
TWILIO INC CL A 90138F102   509,194 4,047 SH   SOLE   4,047 0 0
TWIST BIOSCIENCE CORP COM 90184D100   251,999 5,303 SH   SOLE   5,303 0 0
UIPATH INC CL A 90364P105   317,205 28,577 SH   SOLE   28,577 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   427,497 4,664 SH   SOLE   4,664 0 0
VAIL RESORTS INC COM 91879Q109   689,552 5,374 SH   SOLE   5,374 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   243,811 546 SH   SOLE   546 0 0
VITAL FARMS INC COM 92847W103   677,534 47,984 SH   SOLE   47,984 0 0
XYLEM INC COM 98419M100   601,786 5,036 SH   SOLE   5,036 0 0
ZSCALER INC COM 98980G102   383,413 2,733 SH   SOLE   2,733 0 0