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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FRANCO NEV CORP COM 351858105 36,842 280,000 SH   SOLE   280,000 0 0
VALMONT INDS INC COM 920253101 33,695 150,000 SH   SOLE   150,000 0 0
BOWLERO CORP CL A COM 10258P102 31,770 3,000,000 SH   SOLE   3,000,000 0 0
SP PLUS CORP COM 78469C103 30,751 1,001,000 SH   SOLE   1,001,000 0 0
MODERNA INC COM 60770K107 27,142 190,000 SH   SOLE   190,000 0 0
HESS CORP COM 42809H107 26,485 250,000 SH   SOLE   250,000 0 0
CODEXIS INC COM 192005106 26,197 2,504,500 SH   SOLE   2,504,500 0 0
WASTE CONNECTIONS INC COM 94106B101 24,792 200,000 SH   SOLE   200,000 0 0
AMAZON COM INC COM 023135106 21,242 200,000 SH   SOLE   200,000 0 0
INNOSPEC INC COM 45768S105 21,074 220,000 SH   SOLE   220,000 0 0
ASPEN AEROGELS INC COM 04523Y105 19,760 2,000,000 SH   SOLE   2,000,000 0 0
HEICO CORP NEW COM 422806109 19,668 150,000 SH   SOLE   150,000 0 0
NOVANTA INC COM 67000B104 18,178 149,900 SH   SOLE   149,900 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 17,085 1,087,500 SH   SOLE   1,087,500 0 0
TECHTARGET INC COM 87874R100 16,101 245,000 SH   SOLE   245,000 0 0
ENPHASE ENERGY INC COM 29355A107 15,619 80,000 SH   SOLE   80,000 0 0
SM ENERGY CO COM 78454L100 15,386 450,000 SH   SOLE   450,000 0 0
AZENTA INC COM 114340102 14,420 200,000 SH   SOLE   200,000 0 0
SNOWFLAKE INC CL A 833445109 13,906 100,000 SH   SOLE   100,000 0 0
LANTHEUS HLDGS INC COM 516544103 13,206 200,000 SH   SOLE   200,000 0 0
HEICO CORP NEW CL A 422806208 13,173 125,000 SH   SOLE   125,000 0 0
MONGODB INC CL A 60937P106 12,975 50,000 SH   SOLE   50,000 0 0
TARGA RES CORP COM 87612G101 11,934 200,000 SH   SOLE   200,000 0 0
CLEAN HARBORS INC COM 184496107 10,959 125,000 SH   SOLE   125,000 0 0
ALTUS POWER INC COM CL A 02217A102 10,727 1,700,000 SH   SOLE   1,700,000 0 0
GENTHERM INC COM 37253A103 10,610 170,000 SH   SOLE   170,000 0 0
RANGE RES CORP COM 75281A109 9,900 400,000 SH   SOLE   400,000 0 0
GARMIN LTD COM 00B3Z5T14 9,825 100,000 SH   SOLE   100,000 0 0
ENOVIX CORPORATION COM 293594107 8,019 900,000 SH   SOLE   900,000 0 0
API GROUP CORP COM STK 00187Y100 7,485 500,000 SH   SOLE   500,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 7,405 120,000 SH   SOLE   120,000 0 0
AXON ENTERPRISE INC COM 05464C101 6,522 70,000 SH   SOLE   70,000 0 0
CABOT CORP COM 127055101 6,379 100,000 SH   SOLE   100,000 0 0
AMERESCO INC CL A 02361E108 5,923 130,000 SH   SOLE   130,000 0 0
IRON SPARK I INC CLASS A COM 46301G103 4,940 500,000 SH   SOLE   500,000 0 0
WHITECAP RESOURCES INC COM 96467A200 4,166 600,000 SH   SOLE   600,000 0 0
OYSTER PT PHARMA INC COM 69242L106 3,365 777,026 SH   SOLE   777,026 0 0
KNOWBE4 INC CL A 49926T104 2,655 170,000 SH   SOLE   170,000 0 0
TERADYNE INC COM 880770102 896 10,000 SH   SOLE   10,000 0 0