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
Wolfspeed, Inc. Common Stock 977852102 19,638 190,000 SH   SOLE   190,000 0 0
Roku, Inc. Common Stock 77543R102 13,592 241,000 SH   SOLE   241,000 0 0
Enphase Energy, Inc. Common Stock 29355A107 12,486 45,000 SH   SOLE   45,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 5,787 25,000 SH   SOLE   25,000 0 0
Chegg, Inc. Common Stock 163092109 5,478 260,000 SH   SOLE   260,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100 5,295 40,000 SH   SOLE   40,000 0 0
Cloudflare, Inc. Common Stock 18915M107 4,978 90,000 SH   SOLE   90,000 0 0
Zscaler, Inc. Common Stock 98980G102 4,931 30,000 SH   SOLE   30,000 0 0
Domo, Inc. Common Stock 257554105 4,138 230,000 SH   SOLE   230,000 0 0
PagerDuty, Inc. Common Stock 69553P100 3,461 150,000 SH   SOLE   150,000 0 0
DocuSign, Inc. Common Stock 256163106 3,208 60,000 SH   SOLE   60,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 3,150 310,000 SH   SOLE   310,000 0 0
Upwork, Inc. Common Stock 91688F104 2,724 200,000 SH   SOLE   200,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 2,457 15,000 SH   SOLE   15,000 0 0
Netflix, Inc. Common Stock 64110L106 2,354 10,000 SH   SOLE   10,000 0 0
monday.com Ltd. Common Stock M7S64H106 2,267 20,000 SH   SOLE   20,000 0 0
Twilio, Inc. Common Stock 90138F102 2,074 30,000 SH   SOLE   30,000 0 0
Workday, Inc. Common Stock 98138H101 1,522 10,000 SH   SOLE   10,000 0 0
Coupa Software, Inc. Common Stock 22266L106 1,176 20,000 SH   SOLE   20,000 0 0
MongoDB,Inc. Common Stock 60937P106 993 5,000 SH   SOLE   5,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 861 10,000 SH   SOLE   10,000 0 0
SunPower Corp. - Class B Common Stock 867652406 690 29,931 SH   SOLE   29,931 0 0
First Solar, Inc. Common Stock 336433107 661 5,000 SH   SOLE   5,000 0 0
Quanta Services, Inc. Common Stock 74762E102 637 5,000 SH   SOLE   5,000 0 0
ON Semiconductor Corp. Common Stock 682189105 623 10,000 SH   SOLE   10,000 0 0
Okta, Inc. Common Stock 679295105 569 10,000 SH   SOLE   10,000 0 0
Corning, Inc. Common Stock 219350105 478 16,460 SH   SOLE   16,460 0 0
EVgo, Inc. Common Stock 30052F100 475 60,000 SH   SOLE   60,000 0 0
Fastly, Inc. Common Stock 31188V100 458 50,000 SH   SOLE   50,000 0 0
Maxar Technologyies, Inc. Common Stock 57778K105 374 20,000 SH   SOLE   20,000 0 0
Sunnova Energy International Inc. ADR 86745K104 331 15,000 SH   SOLE   15,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 323 35,000 SH   SOLE   35,000 0 0
Sunrun, Inc. Common Stock 86771W105 320 11,600 SH   SOLE   11,600 0 0
ChargePoint Holdings, Inc. Private Placement 15961R105 295 20,000 SH   SOLE   20,000 0 0
Itron, Inc. Common Stock 465741106 234 5,565 SH   SOLE   5,565 0 0
Astra Space, Inc. Common Stock 04634X103 183 300,000 SH   SOLE   300,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 168 10,887 SH   SOLE   10,887 0 0
Coursera, Inc. Common Stock 22266M104 108 10,000 SH   SOLE   10,000 0 0
Lesaka Technologies, Inc. Common Stock 64107N206 106 30,000 SH   SOLE   30,000 0 0
CytoDyn, Inc. ADR 23283M101 92 222,730 SH   SOLE   222,730 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102 49 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 22 14,000 SH   SOLE   14,000 0 0
Swvl Holdings Corp Warrant Common Stock G86302117 0 13,333 SH   SOLE   13,333 0 0