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
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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   3,829,250 425,000 SH   SOLE   425,000 0 0
ADVANCED ENERGY INDS COM 007973100   1,613,550 5,000 SH   SOLE   5,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,627,440 8,000 SH   SOLE   8,000 0 0
ALAMOS GOLD INC COM CL A 011532108   7,775,250 175,000 SH   SOLE   175,000 0 0
ALASKA AIR GROUP INC COM 011659109   6,068,700 165,000 SH   SOLE   165,000 0 0
ALBEMARLE CORP COM 012653101   269,295 1,500 SH   SOLE   1,500 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106   1,605,500 950,000 SH   SOLE   950,000 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106   507,000 300,000 SH Call SOLE   300,000 0 0
ALPHABET INC CAP STK CL C 02079K107   8,605,800 30,000 SH   SOLE   30,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   10,528,000 200,000 SH   SOLE   200,000 0 0
AMAZON COM INC COM 023135106   22,076,620 106,000 SH   SOLE   106,000 0 0
AMAZON COM INC COM 023135106   9,996,960 48,000 SH Call SOLE   48,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207   846,250 25,000 SH   SOLE   25,000 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108   2,106,250 125,000 SH   SOLE   125,000 0 0
ANALOG DEVICES INC COM 032654105   5,090,240 16,000 SH   SOLE   16,000 0 0
ANTERIX INC COM 03676C100   4,200,900 110,000 SH   SOLE   110,000 0 0
APPLE INC COM 037833100   7,613,700 30,000 SH Put SOLE   30,000 0 0
APPLIED MATLS INC COM 038222105   8,544,750 25,000 SH   SOLE   25,000 0 0
ARISTA NETWORKS INC COM SHS 040413205   21,326,886 173,700 SH   SOLE   173,700 0 0
ARISTA NETWORKS INC COM SHS 040413205   3,069,500 25,000 SH Call SOLE   25,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,723,040 18,000 SH   SOLE   18,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   723,000 100,000 SH   SOLE   100,000 0 0
AVERY DENNISON CORP COM 053611109   6,907,200 40,000 SH   SOLE   40,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   2,815,750 175,000 SH   SOLE   175,000 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   211,328 475,000 SH   SOLE   475,000 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,752,530 13,000 SH   SOLE   13,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   9,412,500 150,000 SH   SOLE   150,000 0 0
BOX INC CL A 10316T104   5,579,040 236,000 SH   SOLE   236,000 0 0
BOX INC CL A 10316T104   2,364,000 100,000 SH Call SOLE   100,000 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   14,913,500 350,000 SH   SOLE   350,000 0 0
BROADCOM INC COM 11135F101   27,714,570 89,500 SH   SOLE   89,500 0 0
BROADCOM INC COM 11135F101   15,475,500 50,000 SH Call SOLE   50,000 0 0
BROOKDALE SR LIVING INC COM 112463104   3,420,000 250,000 SH   SOLE   250,000 0 0
BROOKDALE SR LIVING INC COM 112463104   9,439,200 690,000 SH Call SOLE   690,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   5,112,250 25,000 SH   SOLE   25,000 0 0
CAMECO CORP COM 13321L108   2,443,725 22,500 SH   SOLE   22,500 0 0
CIPHER DIGITAL INC COM 17253J106   5,787,000 450,000 SH   SOLE   450,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   5,500,600 140,000 SH   SOLE   140,000 0 0
CLOUDFLARE INC CL A COM 18915M107   2,228,040 10,800 SH   SOLE   10,800 0 0
COHERENT CORP COM 19247G107   2,382,100 10,000 SH Put SOLE   10,000 0 0
COMSTOCK INC COM SHS 205750409   1,067,500 350,000 SH   SOLE   350,000 0 0
CONCENTRIX CORP COM 20602D101   1,094,400 40,000 SH Put SOLE   40,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,392,900 5,000 SH   SOLE   5,000 0 0
CRITEO S A SPONS ADS 226718104   905,465 50,500 SH   SOLE   50,500 0 0
CVS HEALTH CORP COM 126650100   6,104,700 85,000 SH   SOLE   85,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   1,063,500 50,000 SH Call SOLE   50,000 0 0
DENISON MINES CORP COM 248356107   4,942,000 1,400,000 SH   SOLE   1,400,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   3,002,300 35,000 SH Put SOLE   35,000 0 0
DIODES INC COM 254543101   2,013,670 29,500 SH   SOLE   29,500 0 0
DISNEY WALT CO COM 254687106   578,220 6,000 SH   SOLE   6,000 0 0
DYNATRACE INC COM NEW 268150109   1,479,200 40,000 SH   SOLE   40,000 0 0
EBAY INC. COM 278642103   12,788,310 140,500 SH   SOLE   140,500 0 0
ELI LILLY & CO COM 532457108   4,598,850 5,000 SH   SOLE   5,000 0 0
ENERGY SERVICES OF AMER CORP COM 29271Q103   1,313,000 100,000 SH   SOLE   100,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,440,750 75,000 SH   SOLE   75,000 0 0
ENPHASE ENERGY INC COM 29355A107   3,213,850 85,000 SH   SOLE   85,000 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   1,488,000 300,000 SH   SOLE   300,000 0 0
EQT CORP COM 26884L109   1,591,000 25,000 SH   SOLE   25,000 0 0
EQUINIX INC COM 29444U700   7,792,908 7,950 SH   SOLE   7,950 0 0
EQUINIX INC COM 29444U700   3,920,960 4,000 SH Call SOLE   4,000 0 0
EXLSERVICE HLDGS INC COM 302081104   761,250 25,000 SH Put SOLE   25,000 0 0
F5 INC COM 315616102   2,054,243 7,100 SH   SOLE   7,100 0 0
FLUENCE ENERGY INC COM CL A 34379V103   2,545,600 185,000 SH   SOLE   185,000 0 0
FLUOR CORP COM 343412102   3,848,625 82,500 SH   SOLE   82,500 0 0
FORTINET INC COM 34959E109   2,092,032 25,600 SH   SOLE   25,600 0 0
FORTINET INC COM 34959E109   2,043,000 25,000 SH Call SOLE   25,000 0 0
FUELCELL ENERGY INC COM NEW 35952H700   293,850 45,000 SH   SOLE   45,000 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   6,422,000 100,000 SH   SOLE   100,000 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   2,021,250 55,000 SH   SOLE   55,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,690,550 155,000 SH Put SOLE   155,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106   621,730 79,000 SH   SOLE   79,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106   629,600 80,000 SH Call SOLE   80,000 0 0
HONEYWELL INTL INC COM 438516106   3,729,495 16,500 SH   SOLE   16,500 0 0
HUT 8 CORP COM 44812J104   7,036,500 150,000 SH   SOLE   150,000 0 0
IMPINJ INC COM 453204109   1,181,050 11,500 SH   SOLE   11,500 0 0
INTEL CORP COM 458140100   2,342,070 53,000 SH   SOLE   53,000 0 0
INTEL CORP COM 458140100   794,340 18,000 SH Call SOLE   18,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,111,120 11,000 SH   SOLE   11,000 0 0
ITRON INC COM 465741106   1,344,450 15,000 SH   SOLE   15,000 0 0
IVANHOE ELECTRIC INC COM 46578C108   295,500 25,000 SH   SOLE   25,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   7,559,940 81,500 SH   SOLE   81,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   649,320 7,000 SH Call SOLE   7,000 0 0
LIVERAMP HLDGS INC COM 53815P108   371,280 14,000 SH   SOLE   14,000 0 0
LIVERAMP HLDGS INC COM 53815P108   742,560 28,000 SH Call SOLE   28,000 0 0
LSB INDS INC COM 502160104   372,500 25,000 SH   SOLE   25,000 0 0
LUMENTUM HLDGS INC COM 55024U109   4,364,676 6,200 SH   SOLE   6,200 0 0
MAGNITE INC COM 55955D100   926,640 78,000 SH   SOLE   78,000 0 0
MAGNITE INC COM 55955D100   772,200 65,000 SH Call SOLE   65,000 0 0
MASTEC INC COM 576323109   1,608,700 5,000 SH   SOLE   5,000 0 0
META PLATFORMS INC CL A 30303M102   16,021,040 28,000 SH   SOLE   28,000 0 0
MICRON TECHNOLOGY INC COM 595112103   4,726,960 14,000 SH   SOLE   14,000 0 0
MICRON TECHNOLOGY INC COM 595112103   5,743,280 17,000 SH Call SOLE   17,000 0 0
MICROSOFT CORP COM 594918104   2,959,680 8,000 SH   SOLE   8,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   6,041,750 325,000 SH   SOLE   325,000 0 0
MODINE MFG CO COM 607828100   19,742,281 91,100 SH   SOLE   91,100 0 0
MOSAIC CO COM 61945C103   1,275,000 50,000 SH Call SOLE   50,000 0 0
MP MATERIALS CORP COM CL A 553368101   723,750 15,000 SH   SOLE   15,000 0 0
NETFLIX INC. COM 64110L106   3,846,400 40,000 SH   SOLE   40,000 0 0
NEXGEN ENERGY LTD COM 65340P106   3,480,000 300,000 SH   SOLE   300,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   9,699,750 675,000 SH   SOLE   675,000 0 0
NVIDIA CORPORATION COM 67066G104   15,260,000 87,500 SH   SOLE   87,500 0 0
NVIDIA CORPORATION COM 67066G104   1,744,000 10,000 SH Call SOLE   10,000 0 0
OKTA INC CL A 679295105   5,320,796 67,600 SH   SOLE   67,600 0 0
OKTA INC CL A 679295105   393,550 5,000 SH Call SOLE   5,000 0 0
ORION GROUP HLDGS INC COM 68628V308   2,180,000 200,000 SH   SOLE   200,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102   3,357,600 30,000 SH   SOLE   30,000 0 0
PLEXUS CORP COM 729132100   911,430 4,500 SH   SOLE   4,500 0 0
PROFOUND MED CORP COM NEW 74319B502   3,726,000 575,000 SH   SOLE   575,000 0 0
RAMACO RES INC COM CL A 75134P600   2,473,600 160,000 SH   SOLE   160,000 0 0
ROKU INC COM CL A 77543R102   3,926,730 41,500 SH   SOLE   41,500 0 0
SANDISK CORP COM 80004C200   26,709,480 42,000 SH   SOLE   42,000 0 0
SANDISK CORP COM 80004C200   8,259,420 13,000 SH Call SOLE   13,000 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605   1,135,970 23,000 SH   SOLE   23,000 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605   987,400 20,000 SH Call SOLE   20,000 0 0
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886   6,876,000 150,000 SH   SOLE   150,000 0 0
SEMTECH CORP COM 816850101   19,895,288 258,750 SH   SOLE   258,750 0 0
SEMTECH CORP COM 816850101   2,306,700 30,000 SH Call SOLE   30,000 0 0
SENTINELONE INC CL A 81730H109   592,480 46,000 SH   SOLE   46,000 0 0
SERVICENOW INC COM 81762P102   7,579,875 72,500 SH   SOLE   72,500 0 0
SERVICENOW INC COM 81762P102   1,254,600 12,000 SH Call SOLE   12,000 0 0
SEZZLE INC COM 78435P105   18,987,000 300,000 SH   SOLE   300,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   14,870,800 2,260,000 SH   SOLE   2,260,000 0 0
SKEENA RES LTD NEW COM 83056P715   5,201,000 175,000 SH   SOLE   175,000 0 0
SNAP INC CL A 83304A106   230,000 50,000 SH Call SOLE   50,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   31,866,660 49,000 SH Call SOLE   49,000 0 0
SUNOPTA INC COM 8676EP108   1,425,600 220,000 SH   SOLE   220,000 0 0
SUNPOWER INC COM 20460L104   1,219,200 960,000 SH   SOLE   960,000 0 0
SUNRUN INC COM 86771W105   15,390,600 1,135,000 SH   SOLE   1,135,000 0 0
TASKUS INC CLASS A COM 87652V109   436,150 65,000 SH   SOLE   65,000 0 0
TASKUS INC CLASS A COM 87652V109   1,140,700 170,000 SH Call SOLE   170,000 0 0
TERADATA CORP DEL COM 88076W103   205,040 8,000 SH   SOLE   8,000 0 0
TERADATA CORP DEL COM 88076W103   256,300 10,000 SH Call SOLE   10,000 0 0
TERADYNE INC COM 880770102   2,223,450 7,500 SH   SOLE   7,500 0 0
TERAWULF INC COM 88080T104   15,120,000 1,050,000 SH   SOLE   1,050,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   16,716,600 555,000 SH   SOLE   555,000 0 0
TEXAS INSTRS INC COM 882508104   1,164,840 6,000 SH   SOLE   6,000 0 0
TIC SOLUTIONS INC COM 00510N102   2,467,500 375,000 SH   SOLE   375,000 0 0
TRANSALTA CORP COM 89346D107   3,615,144 275,000 SH   SOLE   275,000 0 0
TWILIO INC CL A 90138F102   5,938,704 47,200 SH   SOLE   47,200 0 0
TWILIO INC CL A 90138F102   629,100 5,000 SH Call SOLE   5,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,762,285 24,500 SH   SOLE   24,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   29,649,000 50,000 SH   SOLE   50,000 0 0
UPWORK INC COM 91688F104   2,082,400 190,000 SH   SOLE   190,000 0 0
VERACYTE INC COM 92337F107   4,026,250 125,000 SH   SOLE   125,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,526,000 130,000 SH   SOLE   130,000 0 0
VIAVI SOLUTIONS INC COM 925550105   13,316,000 400,000 SH   SOLE   400,000 0 0
WILLIAMS COS INC COM 969457100   3,639,000 50,000 SH   SOLE   50,000 0 0
WOLFSPEED INC COMMON STOCK 97785W106   2,287,600 140,000 SH   SOLE   140,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   5,044,500 475,000 SH   SOLE   475,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   6,698,100 83,000 SH   SOLE   83,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   1,848,970 23,000 SH Call SOLE   23,000 0 0