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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Roku, Inc. Common Stock 77543R102 79,685 240,000 SH   SOLE   240,000 0 0
Chegg, Inc. Common Stock 163092109 30,712 340,000 SH   SOLE   340,000 0 0
Cree, Inc. Common Stock 225447101 23,086 218,000 SH   SOLE   218,000 0 0
Zscaler, Inc. Common Stock 98980G102 19,971 100,000 SH   SOLE   100,000 0 0
Pinterest, Inc. Common Stock 72352L106 17,134 260,000 SH   SOLE   260,000 0 0
Domo, Inc. Common Stock 257554105 15,943 250,000 SH   SOLE   250,000 0 0
Peloton Interactive, Inc. Common Stock 70614W100 15,172 100,000 SH   SOLE   100,000 0 0
Nutanix, Inc. Common Stock 67059N108 13,704 430,000 SH   SOLE   430,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 11,807 37,000 SH   SOLE   37,000 0 0
Slack Technologies, Inc. Common Stock 83088V102 10,982 260,000 SH   SOLE   260,000 0 0
Twilio, Inc. Common Stock 90138F102 10,155 30,000 SH   SOLE   30,000 0 0
Enphase Energy, Inc. Common Stock 29355A107 9,651 55,000 SH   SOLE   55,000 0 0
Netflix, Inc. Common Stock 64110L106 8,111 15,000 SH   SOLE   15,000 0 0
Cloudflare, Inc. Common Stock 18915M107 7,599 100,000 SH   SOLE   100,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100 6,825 50,000 SH   SOLE   50,000 0 0
Coupa Software, Inc. Common Stock 22266L106 6,778 20,000 SH   SOLE   20,000 0 0
DocuSign, Inc. Common Stock 256163106 6,669 30,000 SH   SOLE   30,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 6,583 240,000 SH   SOLE   240,000 0 0
Zendesk, Inc. Common Stock 98936J101 5,725 40,000 SH   SOLE   40,000 0 0
Qell Acquisition Corp. Common Stock G7307X105 5,653 460,000 SH   SOLE   460,000 0 0
Akamai Technologies, Inc. Common Stock 00971T101 5,250 50,000 SH   SOLE   50,000 0 0
2U, Inc. Common Stock 90214J101 5,201 130,000 SH   SOLE   130,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 5,001 10,000 SH   SOLE   10,000 0 0
Workday, Inc. Common Stock 98138H101 4,792 20,000 SH   SOLE   20,000 0 0
MongoDB,Inc. Common Stock 60937P106 3,590 10,000 SH   SOLE   10,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 3,554 10,000 SH   SOLE   10,000 0 0
Splunk, Inc. Common Stock 848637104 3,398 20,000 SH   SOLE   20,000 0 0
Guidewire Software, Inc. Common Stock 40171V100 2,896 22,500 SH   SOLE   22,500 0 0
Proofpoint, Inc. Common Stock 743424103 2,728 20,000 SH   SOLE   20,000 0 0
Okta, Inc. Common Stock 679295105 2,543 10,000 SH   SOLE   10,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 2,342 10,000 SH   SOLE   10,000 0 0
Maxar Technologyies, Inc. Common Stock 57778K105 2,315 60,000 SH   SOLE   60,000 0 0
CytoDyn, Inc. ADR 23283M101 1,740 322,730 SH   SOLE   322,730 0 0
ViaSat, Inc. Common Stock 92552V100 1,306 40,000 SH   SOLE   40,000 0 0
GW Pharmaceuticals plc Common Stock 36197T103 1,270 11,000 SH   SOLE   11,000 0 0
Sunrun, Inc. Common Stock 86771W105 805 11,600 SH   SOLE   11,600 0 0
Sustainable Opportunities Acquisition Corp. Common Stock G8598Y109 646 60,000 SH   SOLE   60,000 0 0
Climate Change Crisis Real Impact I Acquisition Corp. Common Stock 18716C100 643 60,000 SH   SOLE   60,000 0 0
Decarbonization Plus Acquisition Corp. Common Stock 242797108 636 60,000 SH   SOLE   60,000 0 0
Spring Valley Acquisition Corp. Common Stock G8377A124 607 60,000 SH   SOLE   60,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 584 35,000 SH   SOLE   35,000 0 0
Itron, Inc. Common Stock 465741106 534 5,565 SH   SOLE   5,565 0 0
SunPower Corp. - Class B Common Stock 867652406 511 19,931 SH   SOLE   19,931 0 0
First Solar, Inc. Common Stock 336433107 495 5,000 SH   SOLE   5,000 0 0
Qell Acquistion Corp. Common Stock G7307X105 420 133,333 SH   SOLE   133,333 0 0
Quanta Services, Inc. Common Stock 74762E102 360 5,000 SH   SOLE   5,000 0 0
ON Semiconductor Corp. Common Stock 682189105 327 10,000 SH   SOLE   10,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 319 5,887 SH   SOLE   5,887 0 0
Blue Apron Holdings, Inc. Common Stock 09523Q200 280 50,000 SH   SOLE   50,000 0 0
Corning, Inc. Common Stock 219350105 233 6,460 SH   SOLE   6,460 0 0
Net 1 UEPS Technologies, Inc. Common Stock 64107N206 148 30,000 SH   SOLE   30,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 138 14,000 SH   SOLE   14,000 0 0
Covanta Holding Corp. Common Stock 22282e102 131 10,000 SH   SOLE   10,000 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102 120 10,000 SH   SOLE   10,000 0 0
Decarboniization Plus Acquistion Corp. Common Stock 242797116 55 30,000 SH   SOLE   30,000 0 0
Spring Valley Acquisition Corp. Warrant Warrant G8377A124 50 30,000 SH   SOLE   30,000 0 0