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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLOGENE THERAPEUTICS INC COM 019770106 1,388 54,000 SH   SOLE   54,000 0 0
ALPHABET INC CAP STK CL C 02079K107 17,671 6,630 SH   SOLE   6,630 0 0
ANTERO RESOURCES CORP COM 03674X106 17,085 908,300 SH   SOLE   908,300 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 10,404 201,000 SH   SOLE   201,000 0 0
DOMA HOLDINGS INC COMMON STOCK 25703A104 910 123,000 SH   SOLE   123,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 26,005 700,000 SH   SOLE   700,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 11,609 148,000 SH   SOLE   148,000 0 0
HYZON MOTORS INC COM CL A 44951Y102 2,498 360,000 SH   SOLE   360,000 0 0
LUCID GROUP INC COM 549498103 13,987 551,100 SH   SOLE   551,100 0 0
MARKFORGED HOLDING CORPORATI COM 57064N102 2,831 431,500 SH   SOLE   431,500 0 0
MICROSOFT CORP COM 594918104 18,184 64,500 SH   SOLE   64,500 0 0
OCCIDENTAL PETE CORP COM 674599105 6,593 222,900 SH   SOLE   222,900 0 0
STELLANTIS N.V SHS N82405106 12,415 650,000 SH   SOLE   650,000 0 0
STEM INC COM 85859N102 8,851 370,500 SH   SOLE   370,500 0 0
VOLTA INC COM CL A 92873V102 5,847 675,900 SH   SOLE   675,900 0 0
VONTIER CORPORATION COM 928881101 8,118 241,600 SH   SOLE   241,600 0 0
XOS INC COMMON STOCK 98423B108 5,570 1,203,000 SH   SOLE   1,203,000 0 0
XPO LOGISTICS INC COM 983793100 6,518 81,900 SH   SOLE   81,900 0 0