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
ADVANCED ENERGY INDS COM 007973100   2,175,200 20,000 SH   SOLE   20,000 0 0
ALCOA CORP COM 013872106   15,912,000 400,000 SH   SOLE   400,000 0 0
ALPHABET INC CAP STK CL A 02079K305   18,215,000 100,000 SH   SOLE   100,000 0 0
ALTUS POWER INC COM CL A 02217A102   4,704,000 1,200,000 SH   SOLE   1,200,000 0 0
AMAZON COM INC COM 023135106   48,312,500 250,000 SH   SOLE   250,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207   14,034,000 600,000 SH   SOLE   600,000 0 0
ANALOG DEVICES INC COM 032654105   15,978,200 70,000 SH   SOLE   70,000 0 0
APPLE INC CALL 037833900   42,124,000 200,000 SH Call SOLE   200,000 0 0
APPLIED MATLS INC COM 038222105   16,519,300 70,000 SH   SOLE   70,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   49,086,000 300,000 SH   SOLE   300,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   20,454,600 20,000 SH   SOLE   20,000 0 0
ASPEN AEROGELS INC COM 04523Y105   35,594,312 1,492,424 SH   SOLE   1,492,424 0 0
AXON ENTERPRISE INC COM 05464C101   14,712,000 50,000 SH   SOLE   50,000 0 0
BIODESIX INC COM 09075X108   12,672,210 8,282,490 SH   SOLE   8,282,490 0 0
BOWLERO CORP CL A COM 10258P102   19,923,750 1,375,000 SH   SOLE   1,375,000 0 0
BRIGHTVIEW HLDGS INC COM 10948C107   9,310,000 700,000 SH   SOLE   700,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   9,500,000 100,000 SH   SOLE   100,000 0 0
CAMECO CORP COM 13321L108   59,040,000 1,200,000 SH   SOLE   1,200,000 0 0
CAMTEK LTD ORD M20791105   15,028,800 120,000 SH   SOLE   120,000 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   16,665,000 1,500,000 SH   SOLE   1,500,000 0 0
CLEAN HARBORS INC COM 184496107   29,399,500 130,000 SH   SOLE   130,000 0 0
CODEXIS INC COM 192005106   8,358,874 2,696,411 SH   SOLE   2,696,411 0 0
CORNING INC COM 219350105   19,425,000 500,000 SH   SOLE   500,000 0 0
COSTAR GROUP INC COM 22160N109   25,949,000 350,000 SH   SOLE   350,000 0 0
FIRST SOLAR INC COM 336433107   13,527,600 60,000 SH   SOLE   60,000 0 0
FRANCO NEV CORP COM 351858105   3,555,600 30,000 SH   SOLE   30,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   19,440,000 400,000 SH   SOLE   400,000 0 0
GARMIN LTD SHS H2906T109   19,550,400 120,000 SH   SOLE   120,000 0 0
GENERAL MTRS CO COM 37045V100   9,292,000 200,000 SH   SOLE   200,000 0 0
HEICO CORP NEW COM 422806109   31,305,400 140,000 SH   SOLE   140,000 0 0
HEICO CORP NEW CL A 422806208   22,190,000 125,000 SH   SOLE   125,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   6,195,000 700,000 SH   SOLE   700,000 0 0
INNOSPEC INC COM 45768S105   19,774,400 160,000 SH   SOLE   160,000 0 0
LANTHEUS HLDGS INC COM 516544103   6,423,200 80,000 SH   SOLE   80,000 0 0
META PLATFORMS INC CL A 30303M102   25,211,000 50,000 SH   SOLE   50,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   9,150,000 100,000 SH   SOLE   100,000 0 0
MICRON TECHNOLOGY INC COM 595112103   6,576,500 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104   17,878,000 40,000 SH   SOLE   40,000 0 0
MODERNA INC COM 60770K107   29,687,500 250,000 SH   SOLE   250,000 0 0
NEXGEN ENERGY LTD COM 65340P106   13,960,000 2,000,000 SH   SOLE   2,000,000 0 0
NOVANTA INC COM 67000B104   16,311,000 100,000 SH   SOLE   100,000 0 0
NVIDIA CORPORATION COM 67066G104   172,956,000 1,400,000 SH   SOLE   1,400,000 0 0
ONTO INNOVATION INC COM 683344105   12,075,800 55,000 SH   SOLE   55,000 0 0
RXSIGHT INC COM 78349D107   18,111,170 301,000 SH   SOLE   301,000 0 0
SERVICENOW INC COM 81762P102   19,666,750 25,000 SH   SOLE   25,000 0 0
SOUTHERN COPPER CORP COM 84265V105   10,886,050 101,040 SH   SOLE   101,040 0 0
SPDR GOLD TR GOLD SHS 78463V107   10,750,500 50,000 SH   SOLE   50,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   12,290,250 15,000 SH   SOLE   15,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   17,381,000 100,000 SH   SOLE   100,000 0 0
TECHTARGET INC COM 87874R100   5,610,600 180,000 SH   SOLE   180,000 0 0
TERADYNE INC COM 880770102   8,897,400 60,000 SH   SOLE   60,000 0 0
TEXAS INSTRS INC COM 882508104   5,835,900 30,000 SH   SOLE   30,000 0 0
TRIMBLE INC COM 896239100   2,796,000 50,000 SH   SOLE   50,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   10,902,000 150,000 SH   SOLE   150,000 0 0
VEECO INSTRS INC DEL COM 922417100   4,671,000 100,000 SH   SOLE   100,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   19,040,000 700,000 SH   SOLE   700,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   11,718,000 25,000 SH   SOLE   25,000 0 0
WASTE CONNECTIONS INC COM 94106B101   12,275,200 70,000 SH   SOLE   70,000 0 0