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
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 6,419,250 75,000 SH   SOLE   75,000 0 0
ADTRAN HOLDINGS INC COM 00486H105 BBG0169CH7Y8 9,110,777 574,450 SH   SOLE   574,450 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 BBG00X28J8Y2 57,400 10,000 SH   SOLE   10,000 0 0
AEHR TEST SYS COM 00760J108 BBG001SB1CS4 5,738,700 185,000 SH   SOLE   185,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 9,429,450 185,000 SH   SOLE   185,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,464,144 14,100 SH   SOLE   14,100 0 0
ALTIMMUNE INC COM NEW 02155H200   6,107,395 1,447,250 SH   SOLE   1,447,250 0 0
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZM97 5,130,376 936,200 SH   SOLE   936,200 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,032,900 10,000 SH   SOLE   10,000 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 832,000 2,500 SH   SOLE   2,500 0 0
ARCOSA INC COM 039653100 BBG00JGMWGB9 735,610 11,656 SH   SOLE   11,656 0 0
ASPEN AEROGELS INC COM 04523Y105   5,557,700 746,000 SH   SOLE   746,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 1,199,250 9,000 SH   SOLE   9,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 6,290,000 185,000 SH   SOLE   185,000 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114 BBG00K817GY4 22,554,167 1,942,650 SH   SOLE   1,942,650 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 1,962,750 75,000 SH   SOLE   75,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 BBG00Q741ZS7 467,100 45,000 SH   SOLE   45,000 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 1,254,000 10,000 SH   SOLE   10,000 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 714,400 15,200 SH   SOLE   15,200 0 0
CLEAN ENERGY FUELS CORP COM 184499101   3,289,620 754,500 SH   SOLE   754,500 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 152,700 10,000 SH   SOLE   10,000 0 0
CREDIT ACCEP CORP MICH COM 225310101   1,744,160 4,000 SH   SOLE   4,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 887,880 6,000 SH   SOLE   6,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 562,800 14,000 SH   SOLE   14,000 0 0
DENISON MINES CORP COM 248356107 BBG001S9ZPX7 109,000 100,000 SH   SOLE   100,000 0 0
DIREXION SHS ETF TR DLY GOLD INDX 2X 25460G781 BBG001TGX0X7 5,670,000 135,000 SH   SOLE   135,000 0 0
DISNEY WALT CO COM 254687106   18,732,100 187,100 SH   SOLE   187,100 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 1,480,500 35,000 SH   SOLE   35,000 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 1,776,638 14,750 SH   SOLE   14,750 0 0
ENERGY FUELS INC COM NEW 292671708 BBG001S9FH94 139,500 25,000 SH   SOLE   25,000 0 0
ENVIVA INC COM 29415B103 BBG007FH8JY3 7,728,288 267,600 SH   SOLE   267,600 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 7,485,339 65,300 SH   SOLE   65,300 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 BBG00V1KJ6G4 878,500 350,000 SH   SOLE   350,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 BBG00W1PPKY3 5,873,400 1,882,500 SH   SOLE   1,882,500 0 0
FARFETCH LTD ORD SH CL A 30744W107   761,050 155,000 SH   SOLE   155,000 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGDB6 2,353,910 476,500 SH   SOLE   476,500 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 40,672,500 187,000 SH   SOLE   187,000 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 343,378 4,750 SH   SOLE   4,750 0 0
FLEX LTD ORD Y2573F102 BBG001SC5SP6 11,228,880 488,000 SH   SOLE   488,000 0 0
FLUOR CORP NEW COM 343412102 BBG001S5Q738 8,252,970 267,000 SH   SOLE   267,000 0 0
FTAI AVIATION LTD SHS G3730V105   8,597,700 307,500 SH   SOLE   307,500 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 BBG0174VKJB4 1,215,000 405,000 SH   SOLE   405,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 2,390,000 25,000 SH   SOLE   25,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 BBG001TF8NP6 996,500 50,000 SH   SOLE   50,000 0 0
HARMONIC INC COM 413160102   15,680,603 1,074,750 SH   SOLE   1,074,750 0 0
IMPINJ INC COM 453204109 BBG001T313Q3 884,268 6,525 SH   SOLE   6,525 0 0
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 7,670,500 145,000 SH   SOLE   145,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 5,530,000 250,000 SH   SOLE   250,000 0 0
ITRON INC COM 465741106   26,945,928 485,950 SH   SOLE   485,950 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH6N2 8,679,600 180,000 SH   SOLE   180,000 0 0
LIVEPERSON INC COM 538146101 BBG001SCKYC0 154,350 35,000 SH   SOLE   35,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,165,000 50,000 SH   SOLE   50,000 0 0
MASTEC INC COM 576323109 BBG001S95HF8 4,374,461 46,320 SH   SOLE   46,320 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,977,090 1,500 SH   SOLE   1,500 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 890,190 4,200 SH   SOLE   4,200 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,393,819 22,150 SH   SOLE   22,150 0 0
MODEL N INC COM 607525102 BBG001SQGHS4 475,274 14,200 SH   SOLE   14,200 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 2,252,430 4,500 SH   SOLE   4,500 0 0
MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 7,616,938 270,200 SH   SOLE   270,200 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTM3 146,200 20,000 SH   SOLE   20,000 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 1,901,405 5,500 SH   SOLE   5,500 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 90,400 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,432,238 8,750 SH   SOLE   8,750 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 1,336,720 15,500 SH   SOLE   15,500 0 0
OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 393,812 56,501 SH   SOLE   56,501 0 0
OVERSTOCK COM INC DEL COM 690370101   719,585 35,500 SH   SOLE   35,500 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 BBG001SS9G64 10,491,480 906,000 SH   SOLE   906,000 0 0
PACWEST BANCORP DEL COM 695263103 BBG001SFDBF8 729,750 75,000 SH   SOLE   75,000 0 0
PAGERDUTY INC COM 69553P100 BBG0043BYPD6 279,840 8,000 SH   SOLE   8,000 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,797,660 9,000 SH   SOLE   9,000 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 607,520 8,000 SH   SOLE   8,000 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 246,600 10,000 SH   SOLE   10,000 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 BBG001STFTT2 16,776,000 600,000 SH   SOLE   600,000 0 0
PROVIDENT BANCORP INC COM NEW 74383L105 BBG00PF4SXJ6 136,800 20,000 SH   SOLE   20,000 0 0
ROGERS CORP COM 775133101 BBG001S5TTY3 2,565,851 15,700 SH   SOLE   15,700 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 756,930 11,500 SH   SOLE   11,500 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,198,680 6,000 SH   SOLE   6,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 528,960 8,000 SH   SOLE   8,000 0 0
SEMTECH CORP COM 816850101   506,940 21,000 SH   SOLE   21,000 0 0
SENTINELONE INC CL A 81730H109   3,945,678 239,750 SH   SOLE   239,750 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 2,788,320 6,000 SH   SOLE   6,000 0 0
SPRUCE POWER HOLDING CORP COM CL A 9837FR100 BBG00PP0KRM0 908,642 1,108,100 SH   SOLE   1,108,100 0 0
STEM INC COM 85859N102 BBG00XP8NRN2 7,541,100 1,330,000 SH   SOLE   1,330,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1KH9 234,300 15,000 SH   SOLE   15,000 0 0
SUNOPTA INC COM 8676EP108 BBG001S6V9S9 22,984,500 2,985,000 SH   SOLE   2,985,000 0 0
SUNPOWER CORP COM 867652406 BBG001SN52J6 207,750 15,000 SH   SOLE   15,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 12,523,225 621,500 SH   SOLE   621,500 0 0
SURGERY PARTNERS INC COM 86881A100 BBG009T0TKW7 5,859,900 170,000 SH   SOLE   170,000 0 0
TABOOLA.COM LTD ORD SHS M8744T106 BBG011MN6XF6 3,828,400 1,407,500 SH   SOLE   1,407,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 715,800 6,000 SH   SOLE   6,000 0 0
TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108 BBG0133V0BG8 57,600 45,000 SH   SOLE   45,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 1,093,650 34,500 SH   SOLE   34,500 0 0
UNITED STS NAT GAS FD LP UNIT PAR 912318300 BBG001ST67S1 6,237,000 900,000 SH   SOLE   900,000 0 0
VERTEX INC CL A 92538J106 BBG00VVT2FV3 2,294,521 110,900 SH   SOLE   110,900 0 0
VICOR CORP COM 925815102 BBG001S6JQ96 234,700 5,000 SH   SOLE   5,000 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 15,828,000 659,500 SH   SOLE   659,500 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 634,200 42,000 SH   SOLE   42,000 0 0
WOLFSPEED INC COM 977852102   9,028,050 139,000 SH   SOLE   139,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 1,135,970 5,500 SH   SOLE   5,500 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   2,237,805 50,500 SH   SOLE   50,500 0 0
ZUORA INC COM CL A 98983V106 BBG001SS0FH3 217,360 22,000 SH   SOLE   22,000 0 0