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PALANTIR TECHNOLOGIES INC CL A 69608A108 1420471 78005 SH SOLE 0 0 78005 PALO ALTO NETWORKS INC COM 697435105 334056 600 SH SOLE 0 0 600 PAN AMERN SILVER CORP COM 697900108 728700 29183 SH SOLE 0 0 29183 PAYPAL HLDGS INC COM 70450Y103 6484323 34385 SH SOLE 0 0 34385 PLUG POWER INC COM NEW 72919P202 239745 8493 SH SOLE 0 0 8493 REDWIRE CORPORATION COM 75776W103 314483 46590 SH SOLE 0 0 46590 ROBLOX CORP CL A 771049103 385144 3733 SH SOLE 0 0 3733 ROCKET LAB USA INC COM 773122106 891749 72618 SH SOLE 0 0 72618 ROKU INC COM CL A 77543R102 1988975 8716 SH SOLE 0 0 8716 SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 4404837 91122 SH SOLE 0 0 91122 SEA LTD SPONSORD ADS 81141R100 1466490 6555 SH SOLE 0 0 6555 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 501600 40000 SH SOLE 0 0 40000 SOLAREDGE TECHNOLOGIES INC COM 83417M104 3084509 10994 SH SOLE 0 0 10994 STANLEY BLACK & DECKER INC COM 854502101 5359637 28415 SH SOLE 0 0 28415 STARBUCKS CORP COM 855244109 6510667 55661 SH SOLE 0 0 55661 STEM 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