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
ROKU INC Common Stock 739276103   4,494,750 75,000 SH   SOLE   4,494,750 0 0
KRATOS DEFENSE & SECURITY SOLUTIONS INC Common Stock 682189105   4,102,050 205,000 SH   SOLE   4,102,050 0 0
WOLFSPEED INC Common Stock 977852102   4,096,800 180,000 SH   SOLE   4,096,800 0 0
ZSCALER INC Common Stock 00449R109   3,843,800 20,000 SH   SOLE   3,843,800 0 0
NETFLIX INC Common Stock 04523Y105   3,374,400 5,000 SH   SOLE   3,374,400 0 0
ASPEN AEROGELS INC Common Stock 256163106   2,504,250 105,000 SH   SOLE   2,504,250 0 0
ENPHASE ENERGY INC Common Stock 163092109   2,293,330 23,000 SH   SOLE   2,293,330 0 0
PALANTIR TECHNOLOGIES INC Common Stock 86771W105   2,153,050 85,000 SH   SOLE   2,153,050 0 0
DOCUSIGN INC Common Stock 090043100   2,140,000 40,000 SH   SOLE   2,140,000 0 0
PAGERDUTY INC Common Stock 500472303   2,063,700 90,000 SH   SOLE   2,063,700 0 0
DOMO INC Common Stock 257554105   1,775,600 230,000 SH   SOLE   1,775,600 0 0
PALO ALTO NETWORKS INC Common Stock 293594107   1,695,050 5,000 SH   SOLE   1,695,050 0 0
CLOUDFLARE INC Common Stock 31188V100   1,656,600 20,000 SH   SOLE   1,656,600 0 0
WORKDAY INC Common Stock 461148108   1,564,920 7,000 SH   SOLE   1,564,920 0 0
MONGODB INC Common Stock 88160R101   1,249,800 5,000 SH   SOLE   1,249,800 0 0
MONDAY.COM LTD Common Stock 70450Y103   1,203,800 5,000 SH   SOLE   1,203,800 0 0
QUANTA SERVICES INC Common Stock 22266M104   1,016,360 4,000 SH   SOLE   1,016,360 0 0
OKTA INC Common Stock 219350105   936,100 10,000 SH   SOLE   936,100 0 0
FIRST SOLAR INC Common Stock 60937P106   901,840 4,000 SH   SOLE   901,840 0 0
CHEGG INC Common Stock 29355A107   821,600 260,000 SH   SOLE   821,600 0 0
TESLA INC Common Stock 88160R101   791,520 4,000 SH   SOLE   791,520 0 0
BILL HOLDINGS INC Common Stock 64110L106   789,300 15,000 SH   SOLE   789,300 0 0
AXCELIS TECHNOLOGIES INC Common Stock 50077B207   710,950 5,000 SH   SOLE   710,950 0 0
ON SEMICONDUCTOR CORP Common Stock 000375204   685,500 10,000 SH   SOLE   685,500 0 0
PAYPAL HOLDINGS INC Common Stock 438516106   580,300 10,000 SH   SOLE   580,300 0 0
ENOVIX CORP Common Stock 18915M107   463,800 30,000 SH   SOLE   463,800 0 0
ITRON INC Common Stock 83417M104   451,752 4,565 SH   SOLE   451,752 0 0
CORNING INC Common Stock 74762E102   445,221 11,460 SH   SOLE   445,221 0 0
ABB LTD Common Stock 977852102   389,970 7,000 SH   SOLE   389,970 0 0
FASTLY INC Common Stock 697435105   368,500 50,000 SH   SOLE   368,500 0 0
SOLAREDGE TECHNOLOGIES INC ADR 86745K104   328,380 13,000 SH   SOLE   328,380 0 0
KONINKLIJKE PHILIPS NV Common Stock 861012102   296,377 11,761 SH   SOLE   296,377 0 0
STMICROELECTRONICS NV Common Stock 14448C104   196,400 5,000 SH   SOLE   196,400 0 0
EVGO INC Common Stock 90138F102   147,000 60,000 SH   SOLE   147,000 0 0
SUNRUN INC Common Stock 15961R105   137,576 11,600 SH   SOLE   137,576 0 0
HONEYWELL INTERNATIONAL INC Common Stock 679295105   123,853 580 SH   SOLE   123,853 0 0
POWER INTEGRATIONS INC Common Stock 30052F100   112,164 1,598 SH   SOLE   112,164 0 0
CHARGEPOINT HOLDINGS INC Common Stock 15961R105   90,600 60,000 SH   SOLE   90,600 0 0
SUNPOWER CORP Common Stock 867652406   88,596 29,931 SH   SOLE   88,596 0 0
SUNNOVA ENERGY INTERNATIONAL INC ADR 054540208   83,700 15,000 SH   SOLE   83,700 0 0
COURSERA INC Common Stock 22266M104   71,600 10,000 SH   SOLE   71,600 0 0
CARRIER GLOBAL CORP Common Stock 69553P100   63,080 1,000 SH   SOLE   63,080 0 0
ARQ INC Common Stock 98980G102   41,276 6,800 SH   SOLE   41,276 0 0
CURALEAF HOLDINGS INC Common Stock 98138H101   38,500 10,000 SH   SOLE   38,500 0 0
INTEVAC INC Common Stock 336433107   22,388 5,800 SH   SOLE   22,388 0 0
ORION ENERGY SYSTEMS INC Common Stock 465741106   15,540 14,000 SH   SOLE   15,540 0 0
ACCELLERON INDUSTRIES AG Common Stock 77543R102   13,636 350 SH   SOLE   13,636 0 0
SWVL HOLDINGS CORP Common Stock 23126M102   188 13,333 SH   SOLE   188 0 0