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 77543R102   5,599,500 75,000 SH   SOLE   75,000 0 0
KRATOS DEFENSE & SECURITY SOLUTIONS INC Common Stock 50077B207   4,660,000 200,000 SH   SOLE   200,000 0 0
NETFLIX INC Common Stock 64110L106   3,546,350 5,000 SH   SOLE   5,000 0 0
ZSCALER INC Common Stock 98980G102   3,418,800 20,000 SH   SOLE   20,000 0 0
PALANTIR TECHNOLOGIES INC Common Stock 69608A108   3,162,000 85,000 SH   SOLE   85,000 0 0
ASPEN AEROGELS INC Common Stock 04523Y105   2,907,450 105,000 SH   SOLE   105,000 0 0
ENPHASE ENERGY INC Common Stock 29355A107   2,034,360 18,000 SH   SOLE   18,000 0 0
DOCUSIGN INC Common Stock 256163106   1,862,700 30,000 SH   SOLE   30,000 0 0
WOLFSPEED INC Common Stock 977852102   1,746,000 180,000 SH   SOLE   180,000 0 0
DOMO INC Common Stock 257554105   1,727,300 230,000 SH   SOLE   230,000 0 0
WORKDAY INC Common Stock 98138H101   1,710,870 7,000 SH   SOLE   7,000 0 0
PALO ALTO NETWORKS INC Common Stock 697435105   1,709,000 5,000 SH   SOLE   5,000 0 0
PAGERDUTY INC Common Stock 69553P100   1,669,500 90,000 SH   SOLE   90,000 0 0
MONDAY.COM LTD Common Stock 60937P106   1,388,850 5,000 SH   SOLE   5,000 0 0
MONGODB INC Common Stock 60937P106   1,351,750 5,000 SH   SOLE   5,000 0 0
QUANTA SERVICES INC Common Stock 74762E102   1,192,600 4,000 SH   SOLE   4,000 0 0
LOCKHEED MARTIN CORP Common Stock 539830109   1,169,120 2,000 SH   SOLE   2,000 0 0
TESLA INC Common Stock 88160R101   1,046,520 4,000 SH   SOLE   4,000 0 0
FIRST SOLAR INC Common Stock 336433107   997,760 4,000 SH   SOLE   4,000 0 0
CLOUDFLARE INC Common Stock 18915M107   808,900 10,000 SH   SOLE   10,000 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103   780,300 10,000 SH   SOLE   10,000 0 0
OKTA INC Common Stock 679295105   743,400 10,000 SH   SOLE   10,000 0 0
ON SEMICONDUCTOR CORP Common Stock 682189105   726,100 10,000 SH   SOLE   10,000 0 0
CORNING INC Common Stock 219350105   517,419 11,460 SH   SOLE   11,460 0 0
ITRON INC Common Stock 465741106   487,588 4,565 SH   SOLE   4,565 0 0
CHEGG INC Common Stock 163092109   460,200 260,000 SH   SOLE   260,000 0 0
AXCELIS TECHNOLOGIES INC ADR 054540208   419,400 4,000 SH   SOLE   4,000 0 0
ABB LTD Common Stock 000357204   405,440 7,000 SH   SOLE   7,000 0 0
FASTLY INC Common Stock 31188V100   378,500 50,000 SH   SOLE   50,000 0 0
SOLAREDGE TECHNOLOGIES INC Common Stock 83417M104   297,830 13,000 SH   SOLE   13,000 0 0
ENOVIX CORP Common Stock 293594107   280,200 30,000 SH   SOLE   30,000 0 0
KONINKLIJKE PHILIPS NV Common Stock 500472303   221,220 6,761 SH   SOLE   6,761 0 0
SUNRUN INC Common Stock 86771W105   209,496 11,600 SH   SOLE   11,600 0 0
EVGO INC Common Stock 30052F100   165,600 40,000 SH   SOLE   40,000 0 0
STMICROELECTRONICS NV ADR 861012102   148,650 5,000 SH   SOLE   5,000 0 0
SUNNOVA ENERGY INTERNATIONAL INC ADR 86745K104   146,100 15,000 SH   SOLE   15,000 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106   119,892 580 SH   SOLE   580 0 0
POWER INTEGRATIONS INC Common Stock 739276103   102,464 1,598 SH   SOLE   1,598 0 0
CHARGEPOINT HOLDINGS INC Common Stock 15961R105   82,200 60,000 SH   SOLE   60,000 0 0
CARRIER GLOBAL CORP Common Stock 14448C104   80,490 1,000 SH   SOLE   1,000 0 0
COURSERA INC Common Stock 22266M104   79,400 10,000 SH   SOLE   10,000 0 0
ARQ INC Common Stock 00770C101   39,916 6,800 SH   SOLE   6,800 0 0
CURALEAF HOLDINGS INC Common Stock 23126M102   30,600 10,000 SH   SOLE   10,000 0 0
INTEVAC INC Common Stock 461148108   19,720 5,800 SH   SOLE   5,800 0 0
ACCELLERON INDUSTRIES AG Common Stock 00449R109   18,081 350 SH   SOLE   350 0 0
ORION ENERGY SYSTEMS INC Common Stock 686275108   11,997 14,000 SH   SOLE   14,000 0 0