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
AEHR TEST SYS COM 00760J108   248,094 12,343 SH   SOLE   12,343 0 0
AIRBNB INC COM CL A 009066101   14,458,734 169,108 SH   SOLE   169,108 0 0
ALBEMARLE CORP COM 012653101   10,132,784 46,725 SH   SOLE   46,725 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   6,004,000 200,000 SH Put SOLE   200,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   21,773,596 725,303 SH   SOLE   725,303 0 0
ALLY FINL INC COM 02005N100   5,452,350 223,000 SH Put SOLE   223,000 0 0
ANTERO RESOURCES CORP COM 03674X106   5,578,200 180,000 SH Put SOLE   180,000 0 0
ANTERO RESOURCES CORP COM 03674X106   7,747,066 249,986 SH   SOLE   249,986 0 0
APPLE INC COM 037833100   2,598,600 20,000 SH Put SOLE   20,000 0 0
ARTERIS INC COM 04302A104   3,633,178 844,925 SH   SOLE   844,925 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   21,098,080 172,751 SH   SOLE   172,751 0 0
BILL COM HLDGS INC COM 090043100   46,093,349 423,030 SH   SOLE   423,030 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   20,249,474 195,666 SH   SOLE   195,666 0 0
CALIX INC COM 13100M509   29,332,588 428,651 SH   SOLE   428,651 0 0
CARMAX INC COM 143130102   6,082,911 99,900 SH Put SOLE   99,900 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   4,230,033 443,865 SH   SOLE   443,865 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   24,504,602 1,841,067 SH   SOLE   1,841,067 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   9,710,370 92,225 SH   SOLE   92,225 0 0
DECKERS OUTDOOR CORP COM 243537107   29,080,802 72,855 SH   SOLE   72,855 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   3,313,017 150,866 SH   SOLE   150,866 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   10,227,322 374,490 SH   SOLE   374,490 0 0
ENOVIX CORPORATION COM 293594107   16,986,409 1,365,467 SH   SOLE   1,365,467 0 0
ENPHASE ENERGY INC COM 29355A107   67,510,218 254,794 SH   SOLE   254,794 0 0
ENPHASE ENERGY INC COM 29355A107   39,691,008 149,800 SH Put SOLE   149,800 0 0
FIRST SOLAR INC COM 336433107   39,244,980 262,000 SH Put SOLE   262,000 0 0
FIRST SOLAR INC COM 336433107   71,401,298 476,676 SH   SOLE   476,676 0 0
FLYWIRE CORPORATION COM VTG 302492103   2,918,072 119,251 SH   SOLE   119,251 0 0
GENERAC HLDGS INC COM 368736104   28,174,734 279,900 SH Call SOLE   279,900 0 0
GITLAB INC CLASS A COM 37637K108   28,970,863 637,563 SH   SOLE   637,563 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   23,881,809 824,079 SH   SOLE   824,079 0 0
IMPINJ INC COM 453204109   20,635,129 189,001 SH   SOLE   189,001 0 0
IMPINJ INC COM 453204109   10,077,314 92,300 SH Put SOLE   92,300 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   23,490,300 4,029,211 SH   SOLE   4,029,211 0 0
INSPIRE MED SYS INC COM 457730109   75,334,789 299,090 SH   SOLE   299,090 0 0
INTAPP INC COM 45827U109   1,055,935 42,339 SH   SOLE   42,339 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   6,725,112 42,214 SH   SOLE   42,214 0 0
LANTHEUS HLDGS INC COM 516544103   5,075,616 99,600 SH Call SOLE   99,600 0 0
LANTHEUS HLDGS INC COM 516544103   10,176,712 199,700 SH Put SOLE   199,700 0 0
LANTHEUS HLDGS INC COM 516544103   34,897,306 684,798 SH   SOLE   684,798 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   31,907,335 491,790 SH   SOLE   491,790 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   17,238,616 265,700 SH Put SOLE   265,700 0 0
LULULEMON ATHLETICA INC COM 550021109   56,444,228 176,179 SH   SOLE   176,179 0 0
MASTERCARD INCORPORATED CL A 57636Q104   13,971,096 40,178 SH   SOLE   40,178 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   25,052,509 714,561 SH   SOLE   714,561 0 0
MONOLITHIC PWR SYS INC COM 609839105   26,423,154 74,724 SH   SOLE   74,724 0 0
NOVA LTD COM M7516K103   1,413,064 17,300 SH   SOLE   17,300 0 0
ON SEMICONDUCTOR CORP COM 682189105   28,775,335 461,365 SH   SOLE   461,365 0 0
PALO ALTO NETWORKS INC COM 697435105   37,775,432 270,714 SH   SOLE   270,714 0 0
PAYCOM SOFTWARE INC COM 70432V102   4,164,981 13,422 SH   SOLE   13,422 0 0
PAYLOCITY HLDG CORP COM 70438V106   24,610,994 126,691 SH   SOLE   126,691 0 0
PLANET FITNESS INC CL A 72703H101   17,207,083 218,364 SH   SOLE   218,364 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   12,073,126 255,895 SH   SOLE   255,895 0 0
QORVO INC COM 74736K101   14,383,299 158,686 SH   SOLE   158,686 0 0
QUALYS INC COM 74758T303   1,481,436 13,200 SH Call SOLE   13,200 0 0
RINGCENTRAL INC CL A 76680R206   13,448,531 379,902 SH   SOLE   379,902 0 0
RINGCENTRAL INC CL A 76680R206   5,646,300 159,500 SH Call SOLE   159,500 0 0
SAMSARA INC COM CL A 79589L106   25,946,345 2,087,397 SH   SOLE   2,087,397 0 0
SAREPTA THERAPEUTICS INC COM 803607100   21,638,564 166,990 SH   SOLE   166,990 0 0
SHIFT4 PMTS INC CL A 82452J109   29,886,475 534,355 SH   SOLE   534,355 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   59,738,306 2,421,496 SH   SOLE   2,421,496 0 0
SITIME CORP COM 82982T106   11,125,866 109,485 SH   SOLE   109,485 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   26,168,265 508,023 SH   SOLE   508,023 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,933,870 21,221 SH   SOLE   21,221 0 0
SPROUT SOCIAL INC COM CL A 85209W109   2,806,062 49,700 SH Call SOLE   49,700 0 0
SPROUT SOCIAL INC COM CL A 85209W109   21,004,701 372,028 SH   SOLE   372,028 0 0
STEM INC COM 85859N102   12,853,753 1,437,780 SH   SOLE   1,437,780 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   14,377,167 798,288 SH   SOLE   798,288 0 0
SUNPOWER CORP COM 867652406   7,180,393 398,247 SH   SOLE   398,247 0 0
SUNRUN INC COM 86771W105   26,262,315 1,093,352 SH   SOLE   1,093,352 0 0
TESLA INC COM 88160R101   17,195,928 139,600 SH Put SOLE   139,600 0 0
TESLA INC COM 88160R101   7,390,800 60,000 SH Call SOLE   60,000 0 0
TESLA INC COM 88160R101   9,984,724 81,058 SH   SOLE   81,058 0 0
TRADEWEB MKTS INC CL A 892672106   47,363,968 729,462 SH   SOLE   729,462 0 0
TRANSMEDICS GROUP INC COM 89377M109   59,083,445 957,282 SH   SOLE   957,282 0 0
TREACE MED CONCEPTS INC COM 89455T109   11,338,967 493,213 SH   SOLE   493,213 0 0
TWILIO INC CL A 90138F102   1,468,800 30,000 SH Call SOLE   30,000 0 0
TWILIO INC CL A 90138F102   10,488,211 214,220 SH   SOLE   214,220 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   10,255,403 36,878 SH   SOLE   36,878 0 0
UNITEDHEALTH GROUP INC COM 91324P102   26,206,797 49,430 SH   SOLE   49,430 0 0
YETI HLDGS INC COM 98585X104   1,020,357 24,700 SH Put SOLE   24,700 0 0