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
23ANDME HOLDING CO CLASS A COM 90138Q108 4,959 1,294,900 SH Call SOLE   0 0 1,294,900
APPHARVEST INC COM 03783T103 4,031 750,000 SH Call SOLE   0 0 750,000
APPHARVEST INC COM 03783T103 860 160,000 SH   SOLE   160,000 0 0
BILL COM HLDGS INC COM 090043100 2,495 11,000 SH Call SOLE   0 0 11,000
BILL COM HLDGS INC COM 090043100 1,021 4,500 SH   SOLE   4,500 0 0
BUNGE LIMITED COM G16962105 29,919 270,000 SH Call SOLE   0 0 270,000
BUNGE LIMITED COM G16962105 554 5,000 SH   SOLE   5,000 0 0
CAMECO CORP COM 13321L108 8,148 280,000 SH Call SOLE   0 0 280,000
CARVANA CO CL A 146869102 11,929 100,000 SH Call SOLE   0 0 100,000
CARVANA CO CL A 146869102 1,849 15,500 SH   SOLE   15,500 0 0
CF INDS HLDGS INC COM 125269100 6,544 63,500 SH Call SOLE   0 0 63,500
CF INDS HLDGS INC COM 125269100 1,082 10,500 SH   SOLE   10,500 0 0
DENISON MINES CORP COM 248356107 2,080 1,300,000 SH Call SOLE   0 0 1,300,000
DEXCOM INC COM 252131107 8,953 17,500 SH Call SOLE   0 0 17,500
DEXCOM INC COM 252131107 1,177 2,300 SH   SOLE   2,300 0 0
ENPHASE ENERGY INC COM 29355A107 16,364 81,100 SH Call SOLE   0 0 81,100
ENPHASE ENERGY INC COM 29355A107 4,036 20,000 SH   SOLE   20,000 0 0
FREYR BATTERY SHS L4135L100 5,517 450,000 SH Call SOLE   0 0 450,000
FREYR BATTERY SHS L4135L100 11,991 978,056 SH   SOLE   978,056 0 0
GENERAC HLDGS INC COM 368736104 20,868 70,200 SH Call SOLE   0 0 70,200
GENERAC HLDGS INC COM 368736104 3,656 12,298 SH   SOLE   12,298 0 0
MOSAIC CO NEW COM 61945C103 5,985 90,000 SH Call SOLE   0 0 90,000
MOSAIC CO NEW COM 61945C103 865 13,000 SH   SOLE   13,000 0 0
NCR CORP NEW COM 62886E108 35,178 875,300 SH Call SOLE   0 0 875,300
NUTRIEN LTD COM 67077M108 23,398 225,000 SH Call SOLE   0 0 225,000
OPENDOOR TECHNOLOGIES INC COM 683712103 7,785 900,000 SH Call SOLE   0 0 900,000
OPENDOOR TECHNOLOGIES INC COM 683712103 1,168 135,000 SH   SOLE   135,000 0 0
PURE STORAGE INC CL A 74624M102 7,062 200,000 SH Call SOLE   0 0 200,000
PURE STORAGE INC CL A 74624M102 1,412 40,000 SH   SOLE   40,000 0 0
UPSTART HLDGS INC COM 91680M107 2,182 20,000 SH Call SOLE   0 0 20,000
UPSTART HLDGS INC COM 91680M107 1,418 13,000 SH   SOLE   13,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 13,062 265,000 SH Call SOLE   0 0 265,000
ZILLOW GROUP INC CL C CAP STK 98954M200 493 10,000 SH   SOLE   10,000 0 0
ZSCALER INC COM 98980G102 11,388 47,200 SH Call SOLE   0 0 47,200
ZSCALER INC COM 98980G102 1,206 5,000 SH   SOLE   5,000 0 0