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
VALMONT INDS INC COM 920253101   38,313,600 120,000 SH   SOLE   120,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   36,644,000 200,000 SH   SOLE   200,000 0 0
FRANCO NEV CORP COM 351858105   36,450,000 250,000 SH   SOLE   250,000 0 0
SP PLUS CORP COM 78469C103   34,324,290 1,001,000 SH   SOLE   1,001,000 0 0
BOWLERO CORP CL A COM 10258P102   34,134,690 2,013,846 SH   SOLE   2,013,846 0 0
CAMECO CORP COM 13321L108   30,095,500 1,150,000 SH   SOLE   1,150,000 0 0
WASTE CONNECTIONS INC COM 94106B101   27,814,000 200,000 SH   SOLE   200,000 0 0
NVIDIA CORPORATION COM 67066G104   27,777,000 100,000 SH   SOLE   100,000 0 0
NOVANTA INC COM 67000B104   25,454,400 160,000 SH   SOLE   160,000 0 0
HEICO CORP NEW COM 422806109   23,945,600 140,000 SH   SOLE   140,000 0 0
ASML HOLDING N V N Y Registry SHS 00B908F01   23,824,850 35,000 SH   SOLE   35,000 0 0
HESS CORP COM 42809H107   23,821,200 180,000 SH   SOLE   180,000 0 0
MODERNA INC COM 60770K107   23,037,000 150,000 SH   SOLE   150,000 0 0
AMAZON COM INC COM 023135106   20,658,000 200,000 SH   SOLE   200,000 0 0
SCHLUMBERGER LTD COM STK 806857108   19,640,000 400,000 SH   SOLE   400,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   19,100,000 200,000 SH   SOLE   200,000 0 0
LANTHEUS HLDGS INC COM 516544103   18,988,800 230,000 SH   SOLE   230,000 0 0
INNOSPEC INC COM 45768S105   18,480,600 180,000 SH   SOLE   180,000 0 0
HEICO CORP NEW CL A 422806208   16,987,500 125,000 SH   SOLE   125,000 0 0
CLEAN HARBORS INC COM 184496107   14,256,000 100,000 SH   SOLE   100,000 0 0
ASPEN AEROGELS INC COM 04523Y105   12,590,500 1,690,000 SH   SOLE   1,690,000 0 0
ATI INC COM 01741R102   11,838,000 300,000 SH   SOLE   300,000 0 0
CODEXIS INC COM 192005106   10,617,030 2,564,500 SH   SOLE   2,564,500 0 0
TERADYNE INC COM 880770102   9,675,900 90,000 SH   SOLE   90,000 0 0
AZENTA INC COM 114340102   9,374,484 210,096 SH   SOLE   210,096 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,302,000 100,000 SH   SOLE   100,000 0 0
DOXIMITY INC CL A 26622P107   8,742,600 270,000 SH   SOLE   270,000 0 0
EATON CORP PLC SHS G29183103   8,567,000 50,000 SH   SOLE   50,000 0 0
ENOVIX CORPORATION COM 293594107   8,204,764 550,286 SH   SOLE   550,286 0 0
ALPHABET INC CAP STK CL A 02079K305   7,261,100 70,000 SH   SOLE   70,000 0 0
ALTUS POWER INC COM CL A 02217A102   7,069,200 1,290,000 SH   SOLE   1,290,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   6,429,600 380,000 SH   SOLE   380,000 0 0
AXON ENTERPRISE INC COM 05464C101   5,621,250 25,000 SH   SOLE   25,000 0 0
TECHTARGET INC COM 87874R100   5,598,600 155,000 SH   SOLE   155,000 0 0
AAON INC COM PAR $0.004 000360206   5,317,950 55,000 SH   SOLE   55,000 0 0
GARMIN LTD SHS 00B3Z5T14   5,046,000 50,000 SH   SOLE   50,000 0 0
SCHLUMBERGER LTD COM STK 806857108   4,910,000 100,000 SH   SOLE   100,000 0 0
GENTHERM INC COM 37253A103   4,833,600 80,000 SH   SOLE   80,000 0 0
SERVICENOW INC COM 81762P102   4,647,200 10,000 SH   SOLE   10,000 0 0
ENPHASE ENERGY INC COM 29355A107   4,205,600 20,000 SH   SOLE   20,000 0 0
WORKDAY INC CL A 98138H101   4,130,800 20,000 SH   SOLE   20,000 0 0
NEXGEN ENERGY LTD COM 65340P106   2,872,500 750,000 SH   SOLE   750,000 0 0
AIXTRON SE COM DE00A0WMP   2,709,640 80,000 SH   SOLE   80,000 0 0