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
hours per response: 23.8
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
Roku, Inc. Common Stock 77543R102   12,152,400 190,000 SH   SOLE   190,000 0 0
Wolfspeed, Inc. Common Stock 977852102   10,562,100 190,000 SH   SOLE   190,000 0 0
Cloudflare, Inc. Common Stock 18915M107   5,229,600 80,000 SH   SOLE   80,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207   4,445,400 310,000 SH   SOLE   310,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105   3,832,650 15,000 SH   SOLE   15,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104   3,766,700 14,000 SH   SOLE   14,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100   3,505,500 30,000 SH   SOLE   30,000 0 0
monday.com Ltd. Common Stock M7S64H106   3,424,400 20,000 SH   SOLE   20,000 0 0
Domo, Inc. Common Stock 257554105   3,371,800 230,000 SH   SOLE   230,000 0 0
DocuSign, Inc. Common Stock 256163106   3,065,400 60,000 SH   SOLE   60,000 0 0
Zscaler, Inc. Common Stock 98980G102   2,926,000 20,000 SH   SOLE   20,000 0 0
PagerDuty, Inc. Common Stock 69553P100   2,697,600 120,000 SH   SOLE   120,000 0 0
Chegg, Inc. Common Stock 163092109   2,308,800 260,000 SH   SOLE   260,000 0 0
Workday, Inc. Common Stock 98138H101   2,258,900 10,000 SH   SOLE   10,000 0 0
Netflix, Inc. Common Stock 64110L106   2,202,450 5,000 SH   SOLE   5,000 0 0
MongoDB,Inc. Common Stock 60937P106   2,054,950 5,000 SH   SOLE   5,000 0 0
Twilio, Inc. Common Stock 90138F102   1,908,600 30,000 SH   SOLE   30,000 0 0
Tesla Motors, Inc. Common Stock 88160R101   1,308,850 5,000 SH   SOLE   5,000 0 0
Quanta Services, Inc. Common Stock 74762E102   982,250 5,000 SH   SOLE   5,000 0 0
First Solar, Inc. Common Stock 336433107   950,450 5,000 SH   SOLE   5,000 0 0
ON Semiconductor Corp. Common Stock 682189105   945,800 10,000 SH   SOLE   10,000 0 0
Axcelis Technologies Inc. ADR 054540208   916,650 5,000 SH   SOLE   5,000 0 0
Fastly, Inc. Common Stock 31188V100   788,500 50,000 SH   SOLE   50,000 0 0
Okta, Inc. Common Stock 679295105   693,500 10,000 SH   SOLE   10,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103   667,300 10,000 SH   SOLE   10,000 0 0
Nano Dimension Ltd. Common Stock 63008G203   578,000 200,000 SH   SOLE   200,000 0 0
Corning, Inc. Common Stock 219350105   576,758 16,460 SH   SOLE   16,460 0 0
Enovix Corporation Common Stock 293594107   541,200 30,000 SH   SOLE   30,000 0 0
ChargePoint Holdings, Inc. Common Stock 15961R105   527,400 60,000 SH   SOLE   60,000 0 0
Enphase Energy, Inc. Common Stock 29355A107   502,440 3,000 SH   SOLE   3,000 0 0
Itron, Inc. Common Stock 465741106   401,237 5,565 SH   SOLE   5,565 0 0
SunPower Corp. - Class B Common Stock 867652406   293,324 29,931 SH   SOLE   29,931 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105   276,150 35,000 SH   SOLE   35,000 0 0
ABB LTD. Common Stock 000375204   274,750 7,000 SH   SOLE   7,000 0 0
Sunnova Energy International Inc. ADR 86745K104   274,650 15,000 SH   SOLE   15,000 0 0
STMicroelectronics N.V. - ADR Common Stock 861012102   249,950 5,000 SH   SOLE   5,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303   246,680 11,373 SH   SOLE   11,373 0 0
EVgo, Inc. Common Stock 30052F100   240,000 60,000 SH   SOLE   60,000 0 0
Sunrun, Inc. Common Stock 86771W105   207,176 11,600 SH   SOLE   11,600 0 0
Tempo Automation, Inc. Common Stock 88024M108   195,000 520,000 SH   SOLE   520,000 0 0
Power Integrations, Inc. Common Stock 739276103   151,283 1,598 SH   SOLE   1,598 0 0
Coursera, Inc. Common Stock 22266M104   130,200 10,000 SH   SOLE   10,000 0 0
Honeywell International, Inc. Common Stock 438516106   120,350 580 SH   SOLE   580 0 0
Lesaka Technologies, Inc. Common Stock 64107N206   114,300 30,000 SH   SOLE   30,000 0 0
Astra Space, Inc. Common Stock 04634X103   73,720 200,000 SH   SOLE   200,000 0 0
Maxeon Solar Technologies LTD Common Stock Y58473102   70,147 2,491 SH   SOLE   2,491 0 0
Amtech Systems, Inc. Common Stock 032332504   63,096 6,600 SH   SOLE   6,600 0 0
CytoDyn, Inc. ADR 23283M101   60,137 222,730 SH   SOLE   222,730 0 0
Carrier Global Corp. Common Stock 14448C104   49,710 1,000 SH   SOLE   1,000 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102   30,920 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108   22,820 14,000 SH   SOLE   14,000 0 0
Intevac, Inc. Common Stock 461148108   21,750 5,800 SH   SOLE   5,800 0 0
Jazz Pharmaceuticals plc Common Stock 472147107   14,876 120 SH   SOLE   120 0 0
Advanced Emissions Solutions, Inc Common Stock 00770C101   12,648 6,800 SH   SOLE   6,800 0 0
Accelleron Industries AG Common Stock 00449R109   8,365 350 SH   SOLE   350 0 0
Swvl Holdings Corp Warrant Common Stock G86302117   223 13,333 SH   SOLE   13,333 0 0