The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON.COM INC | COM | 023135106 | 81,499 | 25,000 | SH | SOLE | 25,000 | 25,000 | 0 | 0 | |
| ASPEN AEROGELS INC | COM | 04523Y105 | 62,754 | 1,820,000 | SH | SOLE | 1,820,000 | 1,820,000 | 0 | 0 | |
| HESS CORP | COM | 42809H107 | 53,520 | 500,000 | SH | SOLE | 500,000 | 500,000 | 0 | 0 | |
| CODEXIS INC | COM | 192005106 | 51,643 | 2,504,500 | SH | SOLE | 2,504,500 | 2,504,500 | 0 | 0 | |
| FRANCO NEV CORP | COM | 351858105 | 46,261 | 290,000 | SH | SOLE | 290,000 | 290,000 | 0 | 0 | |
| HEICO CORP NEW | COM | 422806109 | 34,547 | 225,000 | SH | SOLE | 225,000 | 225,000 | 0 | 0 | |
| MODERNA INC | COM | 60770K107 | 34,452 | 200,000 | SH | SOLE | 200,000 | 200,000 | 0 | 0 | |
| SP PLUS CORP | COM | 78469C103 | 31,391 | 1,001,000 | SH | SOLE | 1,001,000 | 1,001,000 | 0 | 0 | |
| BOWLERO CORP | CL A COM | 10258P102 | 30,885 | 2,900,000 | SH | SOLE | 2,900,000 | 2,900,000 | 0 | 0 | |
| ENPHASE ENERGY INC | COM | 29355A107 | 30,267 | 150,000 | SH | SOLE | 150,000 | 150,000 | 0 | 0 | |
| VALMONT INDUSTRIES INC | COM | 920253101 | 28,632 | 120,000 | SH | SOLE | 120,000 | 120,000 | 0 | 0 | |
| ATLAS AIR WORLDWIDE HOLDINGS I | COM NEW | 049164205 | 28,502 | 330,000 | SH | SOLE | 330,000 | 330,000 | 0 | 0 | |
| GARMIN LTD | COM | 00B3Z5T14 | 26,094 | 220,000 | SH | SOLE | 220,000 | 220,000 | 0 | 0 | |
| NOVANTA INC | COM | 67000B104 | 25,598 | 179,900 | SH | SOLE | 179,900 | 179,900 | 0 | 0 | |
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 25,091 | 420,000 | SH | SOLE | 420,000 | 420,000 | 0 | 0 | |
| TECHTARGET INC | COM | 87874R100 | 24,384 | 300,000 | SH | SOLE | 300,000 | 300,000 | 0 | 0 | |
| EOG RES INC | COM | 26875P101 | 23,846 | 200,000 | SH | SOLE | 200,000 | 200,000 | 0 | 0 | |
| TERADYNE INC | COM | 880770102 | 23,646 | 200,000 | SH | SOLE | 200,000 | 200,000 | 0 | 0 | |
| SM ENERGY CO | COM | 78454L100 | 23,370 | 600,000 | SH | SOLE | 600,000 | 600,000 | 0 | 0 | |
| INNOSPEC INC | COM | 45768S105 | 23,138 | 250,000 | SH | SOLE | 250,000 | 250,000 | 0 | 0 | |
| GENTHERM INC | COM | 37253A103 | 23,008 | 315,000 | SH | SOLE | 315,000 | 315,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 22,251 | 8,000 | SH | SOLE | 8,000 | 8,000 | 0 | 0 | |
| WASTE CONNECTIONS INC | COM | 94106B101 | 20,955 | 150,000 | SH | SOLE | 150,000 | 150,000 | 0 | 0 | |
| AZENTA INC | COM | 114340102 | 20,720 | 250,000 | SH | SOLE | 250,000 | 250,000 | 0 | 0 | |
| AXON ENTERPRISE INC | COM | 05464C101 | 20,660 | 150,000 | SH | SOLE | 150,000 | 150,000 | 0 | 0 | |
| VERRA MOBILITY CORP | COM | 92511U102 | 19,536 | 1,200,000 | SH | SOLE | 1,200,000 | 1,200,000 | 0 | 0 | |
| AMERESCO INC | CL A | 02361E108 | 15,900 | 200,000 | SH | SOLE | 200,000 | 200,000 | 0 | 0 | |
| HEICO CORP NEW | CL A | 422806208 | 15,854 | 125,000 | SH | SOLE | 125,000 | 125,000 | 0 | 0 | |
| API GROUP CORP | COM STK | 00187Y100 | 15,773 | 750,000 | SH | SOLE | 750,000 | 750,000 | 0 | 0 | |
| ENOVIX CORP | COM | 293594107 | 15,697 | 1,100,000 | SH | SOLE | 1,100,000 | 1,100,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 15,416 | 50,000 | SH | SOLE | 50,000 | 50,000 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 15,174 | 100,000 | SH | SOLE | 100,000 | 100,000 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 15,148 | 400,000 | SH | SOLE | 400,000 | 400,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM STK | 806857108 | 14,459 | 350,000 | SH | SOLE | 350,000 | 350,000 | 0 | 0 | |
| ALTUS POWER INC | COM CL A | 02217A102 | 13,374 | 1,800,000 | SH | SOLE | 1,800,000 | 1,800,000 | 0 | 0 | |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 13,359 | 20,000 | SH | SOLE | 20,000 | 20,000 | 0 | 0 | |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | 12,404 | 150,000 | SH | SOLE | 150,000 | 150,000 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 11,742 | 5,000 | SH | SOLE | 5,000 | 5,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 11,138 | 20,000 | SH | SOLE | 20,000 | 20,000 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 10,914 | 40,000 | SH | SOLE | 40,000 | 40,000 | 0 | 0 | |
| KNOWBE4 INC | CL A | 49926T104 | 10,359 | 450,000 | SH | SOLE | 450,000 | 450,000 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 9,784 | 50,000 | SH | SOLE | 50,000 | 50,000 | 0 | 0 | |
| OYSTER PT PHARMA INC | COM | 69242L106 | 9,161 | 787,026 | SH | SOLE | 787,026 | 787,026 | 0 | 0 | |
| MONGODB INC | CL A | 60937P106 | 8,872 | 20,000 | SH | SOLE | 20,000 | 20,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 6,671 | 30,000 | SH | SOLE | 30,000 | 30,000 | 0 | 0 | |
| FIVE9 INC | COM | 338307101 | 6,624 | 60,000 | SH | SOLE | 60,000 | 60,000 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 6,076 | 200,000 | SH | SOLE | 200,000 | 200,000 | 0 | 0 | |
| ATLASSIAN CORP PLC | CL A | G06242104 | 5,877 | 20,000 | SH | SOLE | 20,000 | 20,000 | 0 | 0 | |
| CLEAN HARBORS INC | COM | 184496107 | 5,582 | 50,000 | SH | SOLE | 50,000 | 50,000 | 0 | 0 | |
| LANTHEUS HOLDINGS INC | COM | 516544103 | 5,531 | 100,000 | SH | SOLE | 100,000 | 100,000 | 0 | 0 | |
| PLANET LABS PBC | COM CL A | 72703X106 | 5,080 | 1,000,000 | SH | SOLE | 1,000,000 | 1,000,000 | 0 | 0 | |
| IRON SPARK I INC | CLASS A COM | 46301G103 | 5,010 | 500,000 | SH | SOLE | 500,000 | 500,000 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 4,974 | 100,000 | SH | SOLE | 100,000 | 100,000 | 0 | 0 | |
| HUBSPOT INC | COM | 443573100 | 4,749 | 10,000 | SH | SOLE | 10,000 | 10,000 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT INC | COM | 538034109 | 4,706 | 40,000 | SH | SOLE | 40,000 | 40,000 | 0 | 0 | |