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
ALTUS POWER INC COM CL A 02217A102 20,369 1,850,000 SH   SOLE   1,850,000 0 0
AMAZON.COM INC COM 023135106 22,600 200,000 SH   SOLE   200,000 0 0
AMERESCO INC CL A 02361E108 8,642 130,000 SH   SOLE   130,000 0 0
API GROUP CORP COM STK 00187Y100 3,981 300,000 SH   SOLE   300,000 0 0
ASPEN AEROGELS INC COM 04523Y105 18,440 2,000,000 SH   SOLE   2,000,000 0 0
ASPEN TECHNOLOGY INC COM 29109X106 4,764 20,000 SH   SOLE   20,000 0 0
AXON ENTERPRISE INC COM 05464C101 11,575 100,000 SH   SOLE   100,000 0 0
AZENTA INC COM 114340102 8,572 200,000 SH   SOLE   200,000 0 0
BOWLERO CORP CL A COM 10258P102 36,930 3,000,000 SH   SOLE   3,000,000 0 0
CAMECO CORP COM 13321L108 7,953 300,000 SH   SOLE   300,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,636 40,000 SH   SOLE   40,000 0 0
CLEAN HARBORS INC COM 184496107 12,648 115,000 SH   SOLE   115,000 0 0
CODEXIS INC COM 192005106 16,389 2,704,500 SH   SOLE   2,704,500 0 0
ENOVIX CORP COM 293594107 16,502 900,000 SH   SOLE   900,000 0 0
ENPHASE ENERGY INC COM 29355A107 30,522 110,000 SH   SOLE   110,000 0 0
FRANCO-NEVADA CORP COM 351858105 27,480 230,000 SH   SOLE   230,000 0 0
GARMIN LTD Equity 00B3Z5T14 3,212 40,000 SH   SOLE   40,000 0 0
GENTHERM INC COM 37253A103 5,968 120,000 SH   SOLE   120,000 0 0
HEI CORP NEW COM 422806109 21,597 150,000 SH   SOLE   150,000 0 0
HEI/A CORP NEW CL A 422806208 14,328 125,000 SH   SOLE   125,000 0 0
HESS CORP COM 42809H107 38,147 350,000 SH   SOLE   350,000 0 0
INNOSPEC INC COM 45768S105 17,991 210,000 SH   SOLE   210,000 0 0
IRON SPARK I INC CLASS A COM 46301G103 4,965 500,000 SH   SOLE   500,000 0 0
LANTHEUS HOLDINGS INC COM 516544103 21,099 300,000 SH   SOLE   300,000 0 0
LITHIUM AMERICAS CORP COM NEW 53680Q207 6,558 250,000 SH   SOLE   250,000 0 0
MODERNA INC COM 60770K107 29,563 250,000 SH   SOLE   250,000 0 0
NOVANTA INC COM 67000B104 17,336 149,900 SH   SOLE   149,900 0 0
OYSTER POINT PHARMA INC COM 69242L106 4,367 777,026 SH   SOLE   777,026 0 0
RANGE RESOURCES CORP COM 75281A109 15,156 600,000 SH   SOLE   600,000 0 0
SM ENERGY CO COM 78454L100 16,925 450,000 SH   SOLE   450,000 0 0
SNOWFLAKE INC CL A 833445109 11,897 70,000 SH   SOLE   70,000 0 0
SP PLUS CORP COM 78469C103 31,351 1,001,000 SH   SOLE   1,001,000 0 0
STEM INC COM 85859N102 4,669 350,000 SH   SOLE   350,000 0 0
TARGA RESOURCES CORP COM 87612G101 15,085 250,000 SH   SOLE   250,000 0 0
TECHTARGET INC COM 87874R100 13,024 220,000 SH   SOLE   220,000 0 0
VALMONT INDUSTRIES INC COM 920253101 38,950 145,000 SH   SOLE   145,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 15,946 1,037,500 SH   SOLE   1,037,500 0 0
WASTE CONNECTIONS INC COM 94106B101 31,080 230,000 SH   SOLE   230,000 0 0
WHITECAP RESOURCES INC Equity 96467A200 3,816 600,000 SH   SOLE   600,000 0 0