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
PALANTIR TECHNOLOGIES INC Common Stock 69608A108   5,486,000 65,000 SH   SOLE   65,000 0 0
ROKU INC Common Stock 77543R102   5,283,000 75,000 SH   SOLE   75,000 0 0
NETFLIX INC Common Stock 64110L106   4,662,650 5,000 SH   SOLE   5,000 0 0
DOCUSIGN INC Common Stock 256163106   2,442,000 30,000 SH   SOLE   30,000 0 0
UBER TECHNOLOGIES INC Common Stock 90353T100   1,821,500 25,000 SH   SOLE   25,000 0 0
DOMO INC Common Stock 257554105   1,784,800 230,000 SH   SOLE   230,000 0 0
PALO ALTO NETWORKS INC Common Stock 697435105   1,706,400 10,000 SH   SOLE   10,000 0 0
PAGERDUTY INC Common Stock 69553P100   1,644,300 90,000 SH   SOLE   90,000 0 0
WORKDAY INC Common Stock 98138H101   1,634,710 7,000 SH   SOLE   7,000 0 0
ARISTA NETWORKS INC Common Stock 040413205   1,394,640 18,000 SH   SOLE   18,000 0 0
TOAST INC Common Stock 888787108   1,326,800 40,000 SH   SOLE   40,000 0 0
MONDAY.COM LTD Common Stock M7S64H106   1,215,800 5,000 SH   SOLE   5,000 0 0
OKTA INC Common Stock 679295105   1,052,200 10,000 SH   SOLE   10,000 0 0
ZSCALER INC Common Stock 98980G102   992,100 5,000 SH   SOLE   5,000 0 0
MONGODB INC Common Stock 60937P106   877,000 5,000 SH   SOLE   5,000 0 0
ASPEN AEROGELS INC Common Stock 04523Y105   798,750 125,000 SH   SOLE   125,000 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103   652,500 10,000 SH   SOLE   10,000 0 0
WOLFSPEED INC Common Stock 977852102   550,800 180,000 SH   SOLE   180,000 0 0
QUANTA SERVICES INC Common Stock 74762E102   533,778 2,100 SH   SOLE   2,100 0 0
TESLA INC Common Stock 88160R101   518,320 2,000 SH   SOLE   2,000 0 0
ROBINHOOD MARKETS INC Common Stock 770700102   457,820 11,000 SH   SOLE   11,000 0 0
ITRON INC Common Stock 465741106   373,469 3,565 SH   SOLE   3,565 0 0
ABB LTD Common Stock 000357204   364,980 7,000 SH   SOLE   7,000 0 0
ON SEMICONDUCTOR CORP Common Stock 682189105   325,520 8,000 SH   SOLE   8,000 0 0
FASTLY INC Common Stock 31188V100   316,500 50,000 SH   SOLE   50,000 0 0
CORNING INC Common Stock 219350105   295,739 6,460 SH   SOLE   6,460 0 0
BLOOM ENERGY CORP Common Stock 093712107   294,900 15,000 SH   SOLE   15,000 0 0
FIRST SOLAR INC Common Stock 336433107   252,860 2,000 SH   SOLE   2,000 0 0
ENOVIX CORP Common Stock 293594107   220,200 30,000 SH   SOLE   30,000 0 0
OKLO INC Common Stock 02156V109   216,300 10,000 SH   SOLE   10,000 0 0
SOLAREDGE TECHNOLOGIES INC Common Stock 83417M104   210,340 13,000 SH   SOLE   13,000 0 0
AXCELIS TECHNOLOGIES INC Common Stock 054540208   198,680 4,000 SH   SOLE   4,000 0 0
ENPHASE ENERGY INC Common Stock 29355A107   186,150 3,000 SH   SOLE   3,000 0 0
COINBASE GLOBAL INC Common Stock 19260Q107   172,230 1,000 SH   SOLE   1,000 0 0
CHEGG INC Common Stock 163092109   166,192 260,000 SH   SOLE   260,000 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106   122,815 580 SH   SOLE   580 0 0
KONINKLIJKE PHILIPS NV Common Stock 500472303   120,929 4,761 SH   SOLE   4,761 0 0
STMICROELECTRONICS NV ADR 861012102   109,800 5,000 SH   SOLE   5,000 0 0
SUNRUN INC Common Stock 86771W105   107,300 11,600 SH   SOLE   11,600 0 0
EVGO INC Common Stock 30052F100   81,000 20,000 SH   SOLE   20,000 0 0
POWER INTEGRATIONS INC Common Stock 739276103   80,699 1,598 SH   SOLE   1,598 0 0
COURSERA INC Common Stock 22266M104   66,600 10,000 SH   SOLE   10,000 0 0
CARRIER GLOBAL CORP Common Stock 14448C104   63,400 1,000 SH   SOLE   1,000 0 0
CHARGEPOINT HOLDINGS INC Common Stock 15961R105   36,300 60,000 SH   SOLE   60,000 0 0
ARQ INC Common Stock 00770C101   28,356 6,800 SH   SOLE   6,800 0 0
ORION ENERGY SYSTEMS INC Common Stock 686275108   10,095 14,000 SH   SOLE   14,000 0 0
SUNNOVA ENERGY INTERNATIONAL INC Common Stock 86745K104   5,580 15,000 SH   SOLE   15,000 0 0