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
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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
ADMA BIOLOGICS INC COM 000899104   5,952,000 300,000 SH   SOLE   300,000 0 0
ADOBE INC COM 00724F101   1,150,590 3,000 SH   SOLE   3,000 0 0
ADVANCED ENERGY INDS COM 007973100   2,954,610 31,000 SH   SOLE   31,000 0 0
AES CORP COM 00130H105   3,912,300 315,000 SH   SOLE   315,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   14,707,000 550,000 SH   SOLE   550,000 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106   2,300,000 400,000 SH Call SOLE   400,000 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106   9,888,200 1,750,000 SH   SOLE   1,750,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,190,070 9,000 SH   SOLE   9,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   816,725 32,500 SH   SOLE   32,500 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   502,600 20,000 SH Call SOLE   20,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   1,334,982 53,700 SH   SOLE   53,700 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   497,200 20,000 SH Call SOLE   20,000 0 0
ALPHABET INC CAP STK CL C 02079K107   468,690 3,000 SH   SOLE   3,000 0 0
AMAZON COM INC COM 023135106   951,300 5,000 SH Call SOLE   5,000 0 0
AMAZON COM INC COM 023135106   6,895,548 36,300 SH   SOLE   36,300 0 0
AMERESCO INC CL A 02361E108   4,832,000 400,000 SH   SOLE   400,000 0 0
AMERESCO INC CL A 02361E108   1,812,000 150,000 SH Put SOLE   150,000 0 0
AMPLITUDE INC COM CL A 03213A104   1,375,650 135,000 SH   SOLE   135,000 0 0
APPLE INC COM 037833100   3,331,950 15,000 SH Put SOLE   15,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   460,500 30,000 SH Call SOLE   30,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   3,721,632 34,850 SH   SOLE   34,850 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,669,750 25,000 SH Call SOLE   25,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   487,000 100,000 SH   SOLE   100,000 0 0
ARS PHARMACEUTICALS INC COM 82835W108   4,088,500 325,000 SH   SOLE   325,000 0 0
ATLASSIAN CORPORATION CL A 049468101   4,541,294 21,400 SH   SOLE   21,400 0 0
AUTODESK INC COM 052769106   6,662,810 25,450 SH   SOLE   25,450 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   127,200 15,000 SH   SOLE   15,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   7,073,700 95,000 SH   SOLE   95,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   371,520 64,500 SH   SOLE   64,500 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   4,330,423 948,614 SH   SOLE   948,614 0 0
BLACKLINE INC COM 09239B109   242,100 5,000 SH Call SOLE   5,000 0 0
BLACKLINE INC COM 09239B109   121,050 2,500 SH   SOLE   2,500 0 0
BOX INC CL A 10316T104   740,640 24,000 SH   SOLE   24,000 0 0
BROADCOM INC COM 11135F101   22,201,218 132,600 SH   SOLE   132,600 0 0
BROADCOM INC COM 11135F101   4,872,213 29,100 SH Call SOLE   29,100 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108   698,000 25,000 SH   SOLE   25,000 0 0
CAMECO CORP COM 13321L108   3,087,000 75,000 SH   SOLE   75,000 0 0
CELESTICA INC COM 15101Q207   14,658,660 186,000 SH   SOLE   186,000 0 0
CELESTICA INC COM 15101Q207   4,649,790 59,000 SH Call SOLE   59,000 0 0
CEVA INC COM 157210105   2,740,270 107,000 SH   SOLE   107,000 0 0
CHART INDS INC COM 16115Q308   2,165,400 15,000 SH   SOLE   15,000 0 0
CHEWY INC CL A 16679L109   1,170,360 36,000 SH   SOLE   36,000 0 0
CIENA CORP COM NEW 171779309   6,012,785 99,500 SH   SOLE   99,500 0 0
CIENA CORP COM NEW 171779309   906,450 15,000 SH Call SOLE   15,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   775,000 500,000 SH Call SOLE   500,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,085,000 700,000 SH   SOLE   700,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   1,513,500 50,000 SH   SOLE   50,000 0 0
COHERENT CORP COM 19247G107   5,812,130 89,500 SH   SOLE   89,500 0 0
COHERENT CORP COM 19247G107   324,700 5,000 SH Call SOLE   5,000 0 0
COMPASS INC CL A 20464U100   2,774,394 317,800 SH   SOLE   317,800 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   2,896,000 400,000 SH   SOLE   400,000 0 0
CORNING INC COM 219350105   4,120,200 90,000 SH   SOLE   90,000 0 0
CORNING INC COM 219350105   2,289,000 50,000 SH Call SOLE   50,000 0 0
COUCHBASE INC COM 22207T101   732,375 46,500 SH   SOLE   46,500 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   4,297,120 107,000 SH   SOLE   107,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   2,610,400 65,000 SH Call SOLE   65,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   4,292,600 12,700 SH   SOLE   12,700 0 0
DENISON MINES CORP COM 248356107   1,300,000 1,000,000 SH   SOLE   1,000,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   1,001,700 30,000 SH Call SOLE   30,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   1,752,975 52,500 SH   SOLE   52,500 0 0
DOXIMITY INC CL A 26622P107   2,611,350 45,000 SH Put SOLE   45,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   4,815,450 145,000 SH   SOLE   145,000 0 0
EBAY INC. COM 278642103   2,573,740 38,000 SH   SOLE   38,000 0 0
FABRINET SHS G3323L100   3,110,783 15,750 SH   SOLE   15,750 0 0
FERROGLOBE PLC SHS G33856108   6,687,627 1,802,595 SH   SOLE   1,802,595 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   373,400 5,000 SH   SOLE   5,000 0 0
FIRST SOLAR INC COM 336433107   632,150 5,000 SH   SOLE   5,000 0 0
FIRST SOLAR INC COM 336433107   1,264,300 10,000 SH Call SOLE   10,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103   727,500 150,000 SH   SOLE   150,000 0 0
FLUOR CORP NEW COM 343412102   895,500 25,000 SH Call SOLE   25,000 0 0
FLUOR CORP NEW COM 343412102   26,327,700 735,000 SH   SOLE   735,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,465,000 250,000 SH   SOLE   250,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   1,145,000 50,000 SH   SOLE   50,000 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   1,023,400 35,000 SH   SOLE   35,000 0 0
INDIVIOR PLC ORD G4766E116   5,956,250 625,000 SH   SOLE   625,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   3,046,000 100,000 SH Call SOLE   100,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   4,643,985 150,000 SH   SOLE   150,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   10,278,000 900,000 SH Call SOLE   900,000 0 0
ITRON INC COM 465741106   4,452,300 42,500 SH   SOLE   42,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   8,997,798 171,550 SH   SOLE   171,550 0 0
MAGNITE INC COM 55955D100   1,779,960 156,000 SH   SOLE   156,000 0 0
MAGNITE INC COM 55955D100   2,852,500 250,000 SH Call SOLE   250,000 0 0
MASTEC INC COM 576323109   4,668,400 40,000 SH   SOLE   40,000 0 0
MERCADOLIBRE INC COM 58733R102   10,046,981 5,150 SH   SOLE   5,150 0 0
MICRON TECHNOLOGY INC COM 595112103   6,951,200 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORP COM 594918104   1,876,950 5,000 SH Call SOLE   5,000 0 0
MICROSOFT CORP COM 594918104   4,392,063 11,700 SH   SOLE   11,700 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   2,537,500 175,000 SH   SOLE   175,000 0 0
MP MATERIALS CORP COM CL A 553368101   5,370,200 220,000 SH   SOLE   220,000 0 0
MYR GROUP INC DEL COM 55405W104   565,450 5,000 SH   SOLE   5,000 0 0
NETFLIX INC COM 64110L106   6,807,469 7,300 SH   SOLE   7,300 0 0
NVIDIA CORPORATION COM 67066G104   3,251,400 30,000 SH Call SOLE   30,000 0 0
NVIDIA CORPORATION COM 67066G104   5,888,725 54,500 SH   SOLE   54,500 0 0
OKTA INC CL A 679295105   11,311,150 107,500 SH   SOLE   107,500 0 0
ORACLE CORP COM 68389X105   11,184,800 80,000 SH   SOLE   80,000 0 0
ORACLE CORP COM 68389X105   9,786,700 70,000 SH Call SOLE   70,000 0 0
ORION GROUP HLDGS INC COM 68628V308   1,307,500 250,000 SH   SOLE   250,000 0 0
OSCAR HEALTH INC CL A 687793109   4,588,500 350,000 SH   SOLE   350,000 0 0
PAYLOCITY HLDG CORP COM 70438V106   786,828 4,200 SH   SOLE   4,200 0 0
PAYPAL HLDGS INC COM 70450Y103   2,153,250 33,000 SH   SOLE   33,000 0 0
PRIMORIS SVCS CORP COM 74164F103   2,009,350 35,000 SH   SOLE   35,000 0 0
PROFOUND MED CORP COM NEW 74319B502   1,716,900 295,000 SH   SOLE   295,000 0 0
PURE STORAGE INC CL A 74624M102   3,010,360 68,000 SH   SOLE   68,000 0 0
PURE STORAGE INC CL A 74624M102   885,400 20,000 SH Call SOLE   20,000 0 0
QUANTA SVCS INC COM 74762E102   3,812,700 15,000 SH   SOLE   15,000 0 0
ROKU INC COM CL A 77543R102   2,676,720 38,000 SH   SOLE   38,000 0 0
SALESFORCE INC COM 79466L302   6,038,100 22,500 SH   SOLE   22,500 0 0
SENTINELONE INC CL A 81730H109   2,727,000 150,000 SH   SOLE   150,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,162,000 350,000 SH   SOLE   350,000 0 0
SHOPIFY INC CL A 82509L107   3,881,262 40,650 SH   SOLE   40,650 0 0
SITIME CORP COM 82982T106   3,837,037 25,100 SH   SOLE   25,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,232,000 4,000 SH   SOLE   4,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   18,600 50,000 SH Call SOLE   50,000 0 0
SUNOPTA INC COM 8676EP108   5,394,600 1,110,000 SH   SOLE   1,110,000 0 0
SUNRUN INC COM 86771W105   9,317,400 1,590,000 SH   SOLE   1,590,000 0 0
SUNRUN INC COM 86771W105   3,809,000 650,000 SH Call SOLE   650,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   4,333,140 126,700 SH   SOLE   126,700 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   9,244,800 270,000 SH Call SOLE   270,000 0 0
SURGERY PARTNERS INC COM 86881A100   5,937,500 250,000 SH   SOLE   250,000 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   4,578,768 32,400 SH   SOLE   32,400 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   6,076,760 43,000 SH Call SOLE   43,000 0 0
TERAWULF INC COM 88080T104   8,121,750 2,975,000 SH   SOLE   2,975,000 0 0
TERAWULF INC COM 88080T104   1,365,000 500,000 SH Call SOLE   500,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   7,685,000 500,000 SH   SOLE   500,000 0 0
TRANSALTA CORP COM 89346D107   1,213,273 130,000 SH   SOLE   130,000 0 0
TRIPADVISOR INC COM 896945201   1,303,640 92,000 SH   SOLE   92,000 0 0
TRIPADVISOR INC COM 896945201   1,275,300 90,000 SH Call SOLE   90,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   3,220,070 157,000 SH   SOLE   157,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   270,120 12,000 SH   SOLE   12,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   450,200 20,000 SH Call SOLE   20,000 0 0
VERTEX INC CL A 92538J106   1,645,470 47,000 SH   SOLE   47,000 0 0
VERTEX INC CL A 92538J106   350,100 10,000 SH Call SOLE   10,000 0 0
WASTE MGMT INC DEL COM 94106L109   926,040 4,000 SH   SOLE   4,000 0 0
WNS HLDGS LTD COM SHS G98196101   2,213,640 36,000 SH   SOLE   36,000 0 0
WORKDAY INC CL A 98138H101   700,590 3,000 SH   SOLE   3,000 0 0
XP INC CL A G98239109   206,250 15,000 SH Put SOLE   15,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   950,000 100,000 SH Call SOLE   100,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   8,312,500 875,000 SH   SOLE   875,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,130,240 4,000 SH   SOLE   4,000 0 0