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
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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
Wolfspeed, Inc. Common Stock 977852102   5,310,000 180,000 SH   SOLE   180,000 0 0
Roku, Inc. Common Stock 77543R102   4,887,750 75,000 SH   SOLE   75,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207   4,319,300 235,000 SH   SOLE   235,000 0 0
Zscaler, Inc. Common Stock 98980G102   3,852,600 20,000 SH   SOLE   20,000 0 0
DocuSign, Inc. Common Stock 256163106   3,573,000 60,000 SH   SOLE   60,000 0 0
Netflix, Inc. Common Stock 64110L106   3,036,650 5,000 SH   SOLE   5,000 0 0
PagerDuty, Inc. Common Stock 69553P100   2,721,600 120,000 SH   SOLE   120,000 0 0
Enphase Energy, Inc. Common Stock 29355A107   2,782,540 23,000 SH   SOLE   23,000 0 0
Palantir Technolgies, Inc. Common Stock 69608A108   2,301,000 100,000 SH   SOLE   100,000 0 0
Monday.com Ltd. Common Stock M7S64H106   2,258,700 10,000 SH   SOLE   10,000 0 0
Workday, Inc. Common Stock 98138H101   2,182,000 8,000 SH   SOLE   8,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100   2,061,600 30,000 SH   SOLE   30,000 0 0
Domo, Inc. Common Stock 257554105   2,051,600 230,000 SH   SOLE   230,000 0 0
Chegg, Inc. Common Stock 163092109   1,968,200 260,000 SH   SOLE   260,000 0 0
Cloudflare, Inc. Common Stock 18915M107   1,936,600 20,000 SH   SOLE   20,000 0 0
Twilio, Inc. Common Stock 90138F102   1,834,500 30,000 SH   SOLE   30,000 0 0
MongoDB,Inc. Common Stock 60937P106   1,793,200 5,000 SH   SOLE   5,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105   1,420,650 5,000 SH   SOLE   5,000 0 0
Quanta Services, Inc. Common Stock 74762E102   1,299,000 5,000 SH   SOLE   5,000 0 0
Okta, Inc. Common Stock 679295105   1,046,200 10,000 SH   SOLE   10,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104   922,740 13,000 SH   SOLE   13,000 0 0
First Solar, Inc. Common Stock 336433107   844,000 5,000 SH   SOLE   5,000 0 0
ON Semiconductor Corp. Common Stock 682189105   735,500 10,000 SH   SOLE   10,000 0 0
Tesla Motors, Inc. Common Stock 88160R101   703,160 4,000 SH   SOLE   4,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103   669,900 10,000 SH   SOLE   10,000 0 0
Fastly, Inc. Common Stock 31188V100   648,500 50,000 SH   SOLE   50,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105   616,000 35,000 SH   SOLE   35,000 0 0
Axcelis Technologies Inc. ADR 054540208   557,600 5,000 SH   SOLE   5,000 0 0
Itron, Inc. Common Stock 465741106   422,354 4,565 SH   SOLE   4,565 0 0
Corning, Inc. Common Stock 219350105   377,722 11,460 SH   SOLE   11,460 0 0
ABB LTD. Common Stock 000357204   324,520 7,000 SH   SOLE   7,000 0 0
Enovix Corporation Common Stock 293594107   240,300 30,000 SH   SOLE   30,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303   227,460 11,373 SH   SOLE   11,373 0 0
STMicroelectronics N.V. - ADR ADR 861012102   216,200 5,000 SH   SOLE   5,000 0 0
Sunrun, Inc. Common Stock 86771W105   152,888 11,600 SH   SOLE   11,600 0 0
EVgo, Inc. Common Stock 30052F100   150,600 60,000 SH   SOLE   60,000 0 0
Coursera, Inc. Common Stock 22266M104   140,200 10,000 SH   SOLE   10,000 0 0
Honeywell International, Inc. Common Stock 438516106   119,045 580 SH   SOLE   580 0 0
Power Integrations, Inc. Common Stock 739276103   114,337 1,598 SH   SOLE   1,598 0 0
ChargePoint Holdings, Inc. Common Stock 15961R105   114,000 60,000 SH   SOLE   60,000 0 0
Sunnova Energy International Inc. ADR 86745K104   91,950 15,000 SH   SOLE   15,000 0 0
SunPower Corp. - Class B Common Stock 867652406   89,793 29,931 SH   SOLE   29,931 0 0
Carrier Global Corp. Common Stock 14448C104   58,130 1,000 SH   SOLE   1,000 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102   53,400 10,000 SH   SOLE   10,000 0 0
ARQ, INC. Common Stock 00770C101   44,064 6,800 SH   SOLE   6,800 0 0
Amtech Systems, Inc. Common Stock 032332504   35,706 6,600 SH   SOLE   6,600 0 0
Intevac, Inc. Common Stock 461148108   22,272 5,800 SH   SOLE   5,800 0 0
Jazz Pharmaceuticals plc Common Stock 472147107   14,450 120 SH   SOLE   120 0 0
Accelleron Industries AG Common Stock 00449R109   13,178 350 SH   SOLE   350 0 0
Orion Energy Systems, Inc. Common Stock 686275108   12,183 14,000 SH   SOLE   14,000 0 0
Maxeon Solar Technologies LTD Common Stock Y58473102   8,295 2,491 SH   SOLE   2,491 0 0
Swvl Holdings Corp Warrant Common Stock G86302117   227 13,333 SH   SOLE   13,333 0 0