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
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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 75,204 240,000 SH   SOLE   240,000 0 0
Zscaler, Inc. Common Stock 98980G102 26,222 100,000 SH   SOLE   100,000 0 0
Chegg, Inc. Common Stock 163092109 21,086 310,000 SH   SOLE   310,000 0 0
Domo, Inc. Common Stock 257554105 19,421 230,000 SH   SOLE   230,000 0 0
Cree, Inc. Common Stock 225447101 17,761 220,000 SH   SOLE   220,000 0 0
DocuSign, Inc. Common Stock 256163106 15,446 60,000 SH   SOLE   60,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100 13,348 50,000 SH   SOLE   50,000 0 0
Pinterest, Inc. Common Stock 72352L106 13,247 260,000 SH   SOLE   260,000 0 0
Cloudflare, Inc. Common Stock 18915M107 11,265 100,000 SH   SOLE   100,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 9,813 37,000 SH   SOLE   37,000 0 0
Twilio, Inc. Common Stock 90138F102 9,572 30,000 SH   SOLE   30,000 0 0
MongoDB,Inc. Common Stock 60937P106 9,430 20,000 SH   SOLE   20,000 0 0
Netflix, Inc. Common Stock 64110L106 9,155 15,000 SH   SOLE   15,000 0 0
Upwork, Inc. Common Stock 91688F104 9,006 200,000 SH   SOLE   200,000 0 0
Enphase Energy, Inc. Common Stock 29355A107 8,248 55,000 SH   SOLE   55,000 0 0
Nutanix, Inc. Common Stock 67059N108 7,917 210,000 SH   SOLE   210,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 6,916 310,000 SH   SOLE   310,000 0 0
Workday, Inc. Common Stock 98138H101 4,998 20,000 SH   SOLE   20,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 4,790 10,000 SH   SOLE   10,000 0 0
Zendesk, Inc. Common Stock 98936J101 4,656 40,000 SH   SOLE   40,000 0 0
Coupa Software, Inc. Common Stock 22266L106 4,384 20,000 SH   SOLE   20,000 0 0
2U, Inc. Common Stock 90214J101 4,364 130,000 SH   SOLE   130,000 0 0
PagerDuty, Inc. Common Stock 69553P100 4,142 100,000 SH   SOLE   100,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 2,879 5,000 SH   SOLE   5,000 0 0
Maxar Technologyies, Inc. Common Stock 57778K105 2,832 100,000 SH   SOLE   100,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 2,602 10,000 SH   SOLE   10,000 0 0
Okta, Inc. Common Stock 679295105 2,373 10,000 SH   SOLE   10,000 0 0
ViaSat, Inc. Common Stock 92552V100 2,203 40,000 SH   SOLE   40,000 0 0
AeroVironment, Inc. Common Stock 008073108 1,726 20,000 SH   SOLE   20,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 1,610 35,000 SH   SOLE   35,000 0 0
Hyzon Motors, Inc. Common Stock 44951Y102 686 98,795 SH   SOLE   98,795 0 0
Corning, Inc. Common Stock 219350105 601 16,460 SH   SOLE   16,460 0 0
Quanta Services, Inc. Common Stock 74762E102 569 5,000 SH   SOLE   5,000 0 0
Sunrun, Inc. Common Stock 86771W105 510 11,600 SH   SOLE   11,600 0 0
EVgo, Inc. Common Stock 30052F100 489 60,000 SH   SOLE   60,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 484 10,887 SH   SOLE   10,887 0 0
First Solar, Inc. Common Stock 336433107 477 5,000 SH   SOLE   5,000 0 0
ON Semiconductor Corp. Common Stock 682189105 458 10,000 SH   SOLE   10,000 0 0
SunPower Corp. - Class B Common Stock 867652406 452 19,931 SH   SOLE   19,931 0 0
CytoDyn, Inc. ADR 23283M101 441 222,730 SH   SOLE   222,730 0 0
Itron, Inc. Common Stock 465741106 421 5,565 SH   SOLE   5,565 0 0
Social Capital Hedosophia Holdings Corp. Common Stock G8251L105 406 40,000 SH   SOLE   40,000 0 0
Decarbonization Plus Acquisition Corp III Common Stock 24279D105 402 40,000 SH   SOLE   40,000 0 0
Queen's Gambit Growth Capital Common Stock G7315C101 395 40,000 SH   SOLE   40,000 0 0
Coursera, Inc. Common Stock 22266M104 317 10,000 SH   SOLE   10,000 0 0
Lilium N.V. Common Stock N52586117 301 133,333 SH   SOLE   133,333 0 0
ABB LTD. Common Stock 000375204 234 7,000 SH   SOLE   7,000 0 0
Covanta Holding Corp. Common Stock 22282e102 201 10,000 SH   SOLE   10,000 0 0
Spring Valley Acquisition Corp. Common Stock G8377A108 174 20,000 SH   SOLE   20,000 0 0
Net 1 UEPS Technologies, Inc. Common Stock 64107N206 140 30,000 SH   SOLE   30,000 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102 121 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 54 14,000 SH   SOLE   14,000 0 0
Hyzon Motors, Inc. Warrant Common Stock 44951Y110 43 30,000 SH   SOLE   30,000 0 0
Decarbonization Plus Acquisition Corp III Warrants Warrants 24279D113 28 13,333 SH   SOLE   13,333 0 0
Queen's Gambit Growth Capital Warrants Warrants G7315C119 11 13,333 SH   SOLE   13,333 0 0