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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
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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
AERCAP HOLDINGS NV SHS N00985106   4,399,773 78,246 SH   SOLE   78,246 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   4,394,700 30,000 SH   SOLE   30,000 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   9,066,062 568,049 SH   SOLE   568,049 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   1,206,000 40,000 SH   SOLE   40,000 0 0
ENGAGESMART INC COMMON STOCK 29283F103   770,000 40,000 SH   SOLE   40,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   2,887,200 40,000 SH   SOLE   40,000 0 0
HF SINCLAIR CORP COM 403949100   435,420 9,000 SH   SOLE   9,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   925,779 109,950 SH   SOLE   109,950 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,730,800 40,000 SH   SOLE   40,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   3,040,474 83,852 SH   SOLE   83,852 0 0
NIKOLA CORP COM 654110105   605,000 500,000 SH   SOLE   500,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   742,614 64,129 SH   SOLE   64,129 0 0
SILVERBOX CORP III UNIT 02/28/2028 82836N206   1,317,860 131,000 SH   SOLE   131,000 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102   827,211 37,824 SH   SOLE   37,824 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   1,249,000 20,000 SH   SOLE   20,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   571,575 7,500 SH   SOLE   7,500 0 0
TMT ACQUISITION CORP UNIT 03/27/2028 G89229101   510,000 50,000 SH   SOLE   50,000 0 0