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
MODERNA INC COM 60770K107   53,886,000 300,000 SH   SOLE   300,000 0 0
HESS CORP COM 42809H107   49,637,000 350,000 SH   SOLE   350,000 0 0
VALMONT INDUSTRIES INC COM 920253101   46,294,000 140,000 SH   SOLE   140,000 0 0
BOWLERO CORP CL A COM 10258P102   39,092,000 2,900,000 SH   SOLE   2,900,000 0 0
SP PLUS CORP COM 78469C103   34,755,000 1,001,000 SH   SOLE   1,001,000 0 0
FRANCO-NEVADA CORP COM 351858105   30,026,000 220,000 SH   SOLE   220,000 0 0
WASTE CONNECTIONS INC COM 94106B101   26,512,000 200,000 SH   SOLE   200,000 0 0
ENPHASE ENERGY INC COM 29355A107   23,846,000 90,000 SH   SOLE   90,000 0 0
ASPEN AEROGELS INC COM 04523Y105   23,226,000 1,970,000 SH   SOLE   1,970,000 0 0
NOVANTA INC COM 67000B104   23,084,000 169,900 SH   SOLE   169,900 0 0
HEI CORP NEW COM 422806109   23,046,000 150,000 SH   SOLE   150,000 0 0
INNOSPEC INC COM 45768S105   21,601,000 210,000 SH   SOLE   210,000 0 0
SCHLUMBERGER LTD COM STK 806857108   21,384,000 400,000 SH   SOLE   400,000 0 0
CAMECO CORP COM 13321L108   18,136,000 800,000 SH   SOLE   800,000 0 0
AMAZON.COM INC COM 023135106   16,800,000 200,000 SH   SOLE   200,000 0 0
AXON ENTERPRISE INC COM 05464C101   16,593,000 100,000 SH   SOLE   100,000 0 0
ASML HOLDING NV Equity 00B908F01   16,392,000 30,000 SH   SOLE   30,000 0 0
HEI/A CORP NEW CL A 422806208   14,981,000 125,000 SH   SOLE   125,000 0 0
AZENTA INC COM 114340102   13,978,000 240,096 SH   SOLE   240,096 0 0
CODEXIS INC COM 192005106   12,137,000 2,604,500 SH   SOLE   2,604,500 0 0
CLEAN HARBORS INC COM 184496107   11,412,000 100,000 SH   SOLE   100,000 0 0
ALTUS POWER INC COM CL A 02217A102   10,758,000 1,650,000 SH   SOLE   1,650,000 0 0
TIMKEN CO/THE COM 887389104   10,601,000 150,000 SH   SOLE   150,000 0 0
ENOVIX CORP COM 293594107   10,574,000 850,000 SH   SOLE   850,000 0 0
LANTHEUS HOLDINGS INC COM 516544103   10,192,000 200,000 SH   SOLE   200,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   9,681,000 700,000 SH   SOLE   700,000 0 0
GENTHERM INC COM 37253A103   8,488,000 130,000 SH   SOLE   130,000 0 0
TECHTARGET INC COM 87874R100   7,931,000 180,000 SH   SOLE   180,000 0 0
TARGA RESOURCES CORP COM 87612G101   7,350,000 100,000 SH   SOLE   100,000 0 0
UNITED RENTALS INC COM 911363109   7,108,000 20,000 SH   SOLE   20,000 0 0
DOXIMITY INC CL A 26622P107   6,712,000 200,000 SH   SOLE   200,000 0 0
EATON CORP PLC SHS G29183103   6,278,000 40,000 SH   SOLE   40,000 0 0
SCHLUMBERGER LTD COM STK 806857108   5,346,000 100,000 SH   SOLE   100,000 0 0
AAON INC COM PAR $0.004 000360206   5,272,000 70,000 SH   SOLE   70,000 0 0
SM ENERGY CO COM 78454L100   5,225,000 150,000 SH   SOLE   150,000 0 0
STEM INC COM 85859N102   4,917,000 550,000 SH   SOLE   550,000 0 0
GARMIN LTD Equity 00B3Z5T14   4,615,000 50,000 SH   SOLE   50,000 0 0
ATI INC COM 01741R102   1,493,000 50,000 SH   SOLE   50,000 0 0