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 54,768 240,000 SH   SOLE   240,000 0 0
Wolfspeed, Inc. Common Stock 977852102 23,472 210,000 SH   SOLE   210,000 0 0
Zscaler, Inc. Common Stock 98980G102 16,067 50,000 SH   SOLE   50,000 0 0
Cloudflare, Inc. Common Stock 18915M107 13,150 100,000 SH   SOLE   100,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100 12,458 50,000 SH   SOLE   50,000 0 0
Domo, Inc. Common Stock 257554105 11,408 230,000 SH   SOLE   230,000 0 0
MongoDB,Inc. Common Stock 60937P106 10,587 20,000 SH   SOLE   20,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 10,381 37,000 SH   SOLE   37,000 0 0
Enphase Energy, Inc. Common Stock 29355A107 10,062 55,000 SH   SOLE   55,000 0 0
Chegg, Inc. Common Stock 163092109 9,517 310,000 SH   SOLE   310,000 0 0
Pinterest, Inc. Common Stock 72352L106 9,451 260,000 SH   SOLE   260,000 0 0
DocuSign, Inc. Common Stock 256163106 9,139 60,000 SH   SOLE   60,000 0 0
Twilio, Inc. Common Stock 90138F102 7,900 30,000 SH   SOLE   30,000 0 0
Upwork, Inc. Common Stock 91688F104 6,832 200,000 SH   SOLE   200,000 0 0
Netflix, Inc. Common Stock 64110L106 6,024 10,000 SH   SOLE   10,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 6,014 310,000 SH   SOLE   310,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 5,568 10,000 SH   SOLE   10,000 0 0
Workday, Inc. Common Stock 98138H101 5,464 20,000 SH   SOLE   20,000 0 0
Zendesk, Inc. Common Stock 98936J101 4,172 40,000 SH   SOLE   40,000 0 0
PagerDuty, Inc. Common Stock 69553P100 3,475 100,000 SH   SOLE   100,000 0 0
Coupa Software, Inc. Common Stock 22266L106 3,161 20,000 SH   SOLE   20,000 0 0
Maxar Technologyies, Inc. Common Stock 57778K105 2,953 100,000 SH   SOLE   100,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 2,835 5,000 SH   SOLE   5,000 0 0
Okta, Inc. Common Stock 679295105 2,242 10,000 SH   SOLE   10,000 0 0
2U, Inc. Common Stock 90214J101 2,007 100,000 SH   SOLE   100,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 1,886 10,000 SH   SOLE   10,000 0 0
ViaSat, Inc. Common Stock 92552V100 1,782 40,000 SH   SOLE   40,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 1,743 35,000 SH   SOLE   35,000 0 0
AeroVironment, Inc. Common Stock 008073108 1,241 20,000 SH   SOLE   20,000 0 0
Hyzon Motors, Inc. Common Stock 44951Y102 641 98,795 SH   SOLE   98,795 0 0
Corning, Inc. Common Stock 219350105 613 16,460 SH   SOLE   16,460 0 0
EVgo, Inc. Common Stock 30052F100 596 60,000 SH   SOLE   60,000 0 0
Quanta Services, Inc. Common Stock 74762E102 573 5,000 SH   SOLE   5,000 0 0
Queen's Gambit Growth Capital Common Stock G7315C101 528 40,000 SH   SOLE   40,000 0 0
First Solar, Inc. Common Stock 336433107 436 5,000 SH   SOLE   5,000 0 0
SunPower Corp. - Class B Common Stock 867652406 416 19,931 SH   SOLE   19,931 0 0
Social Capital Hedosophia Holdings Corp. Common Stock G8251L105 408 40,000 SH   SOLE   40,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 401 10,887 SH   SOLE   10,887 0 0
Sunrun, Inc. Common Stock 86771W105 398 11,600 SH   SOLE   11,600 0 0
Itron, Inc. Common Stock 465741106 381 5,565 SH   SOLE   5,565 0 0
ABB LTD. Common Stock 000375204 267 7,000 SH   SOLE   7,000 0 0
Coursera, Inc. Common Stock 22266M104 244 10,000 SH   SOLE   10,000 0 0
CytoDyn, Inc. ADR 23283M101 220 222,730 SH   SOLE   222,730 0 0
Spring Valley Acquisition Corp. Common Stock G8377A108 201 20,000 SH   SOLE   20,000 0 0
Lilium N.V. Warrant Warrant N52586117 164 133,333 SH   SOLE   133,333 0 0
Net 1 UEPS Technologies, Inc. Common Stock 64107N206 160 30,000 SH   SOLE   30,000 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102 90 10,000 SH   SOLE   10,000 0 0
Hyzon Motors, Inc. Warrant Warrant 44951Y110 57 30,000 SH   SOLE   30,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 51 14,000 SH   SOLE   14,000 0 0
Solid Power, Inc. Warrant Warrant 83422N113 31 13,333 SH   SOLE   13,333 0 0
Queen's Gambit Growth Capital Warrant Warrant G7315C119 9 13,333 SH   SOLE   13,333 0 0