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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Roku, Inc. Common Stock 77543R102 19,714 240,000 SH   SOLE   240,000 0 0
Wolfspeed, Inc. Common Stock 977852102 12,690 200,000 SH   SOLE   200,000 0 0
Enphase Energy, Inc. Common Stock 29355A107 8,786 45,000 SH   SOLE   45,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 7,389 27,000 SH   SOLE   27,000 0 0
Domo, Inc. Common Stock 257554105 6,394 230,000 SH   SOLE   230,000 0 0
Zscaler, Inc. Common Stock 98980G102 5,980 40,000 SH   SOLE   40,000 0 0
Chegg, Inc. Common Stock 163092109 5,822 310,000 SH   SOLE   310,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100 4,398 40,000 SH   SOLE   40,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 4,303 310,000 SH   SOLE   310,000 0 0
Upwork, Inc. Common Stock 91688F104 4,136 200,000 SH   SOLE   200,000 0 0
Cloudflare, Inc. Common Stock 18915M107 3,938 90,000 SH   SOLE   90,000 0 0
PagerDuty, Inc. Common Stock 69553P100 3,717 150,000 SH   SOLE   150,000 0 0
DocuSign, Inc. Common Stock 256163106 3,443 60,000 SH   SOLE   60,000 0 0
Twilio, Inc. Common Stock 90138F102 2,514 30,000 SH   SOLE   30,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 2,470 5,000 SH   SOLE   5,000 0 0
monday.com Ltd. Common Stock M7S64H106 2,063 20,000 SH   SOLE   20,000 0 0
Netflix, Inc. Common Stock 64110L106 1,749 10,000 SH   SOLE   10,000 0 0
AeroVironment, Inc. Common Stock 008073108 1,644 20,000 SH   SOLE   20,000 0 0
Zendesk, Inc. Common Stock 98936J101 1,481 20,000 SH   SOLE   20,000 0 0
Workday, Inc. Common Stock 98138H101 1,396 10,000 SH   SOLE   10,000 0 0
MongoDB,Inc. Common Stock 60937P106 1,298 5,000 SH   SOLE   5,000 0 0
ViaSat, Inc. Common Stock 92552V100 1,225 40,000 SH   SOLE   40,000 0 0
Coupa Software, Inc. Common Stock 22266L106 1,142 20,000 SH   SOLE   20,000 0 0
Okta, Inc. Common Stock 679295105 904 10,000 SH   SOLE   10,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 698 10,000 SH   SOLE   10,000 0 0
Quanta Services, Inc. Common Stock 74762E102 627 5,000 SH   SOLE   5,000 0 0
Fastly, Inc. Common Stock 31188V100 581 50,000 SH   SOLE   50,000 0 0
Maxar Technologyies, Inc. Common Stock 57778K105 522 20,000 SH   SOLE   20,000 0 0
Corning, Inc. Common Stock 219350105 519 16,460 SH   SOLE   16,460 0 0
ON Semiconductor Corp. Common Stock 682189105 503 10,000 SH   SOLE   10,000 0 0
SunPower Corp. - Class B Common Stock 867652406 473 29,931 SH   SOLE   29,931 0 0
Astra Space, Inc. Common Stock 04634X103 390 300,000 SH   SOLE   300,000 0 0
EVgo, Inc. Common Stock 30052F100 361 60,000 SH   SOLE   60,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 346 35,000 SH   SOLE   35,000 0 0
First Solar, Inc. Common Stock 336433107 341 5,000 SH   SOLE   5,000 0 0
Sunnova Energy International Inc. ADR 86745K104 276 15,000 SH   SOLE   15,000 0 0
Itron, Inc. Common Stock 465741106 275 5,565 SH   SOLE   5,565 0 0
ChargePoint Holdings, Inc. Common Stock 15961R105 274 20,000 SH   SOLE   20,000 0 0
Sunrun, Inc. Common Stock 86771W105 271 11,600 SH   SOLE   11,600 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 234 10,887 SH   SOLE   10,887 0 0
Lesaka Technologies, Inc. Common Stock 64107N206 154 30,000 SH   SOLE   30,000 0 0
Coursera, Inc. Common Stock 22266M104 142 10,000 SH   SOLE   10,000 0 0
CytoDyn, Inc. Common Stock 23283M101 94 222,730 SH   SOLE   222,730 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102 51 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 28 14,000 SH   SOLE   14,000 0 0
Swvl Holdings Corp Warrant Common Stock G86302117 7 13,333 SH   SOLE   13,333 0 0