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
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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
Wolfspeed, Inc. Common Stock 977852102   13,117,600 190,000 SH   SOLE   190,000 0 0
Roku, Inc. Common Stock 77543R102   9,808,700 241,000 SH   SOLE   241,000 0 0
Enphase Energy, Inc. Common Stock 29355A107   8,743,680 33,000 SH   SOLE   33,000 0 0
Chegg, Inc. Common Stock 163092109   6,570,200 260,000 SH   SOLE   260,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104   3,965,780 14,000 SH   SOLE   14,000 0 0
Cloudflare, Inc. Common Stock 18915M107   3,616,800 80,000 SH   SOLE   80,000 0 0
Zscaler, Inc. Common Stock 98980G102   3,357,000 30,000 SH   SOLE   30,000 0 0
DocuSign, Inc. Common Stock 256163106   3,325,200 60,000 SH   SOLE   60,000 0 0
Domo, Inc. Common Stock 257554105   3,275,200 230,000 SH   SOLE   230,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100   3,268,800 30,000 SH   SOLE   30,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207   3,199,200 310,000 SH   SOLE   310,000 0 0
PagerDuty, Inc. Common Stock 69553P100   3,187,200 120,000 SH   SOLE   120,000 0 0
Netflix, Inc. Common Stock 64110L106   2,948,800 10,000 SH   SOLE   10,000 0 0
monday.com Ltd. Common Stock M7S64H106   2,440,000 20,000 SH   SOLE   20,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105   2,093,100 15,000 SH   SOLE   15,000 0 0
Workday, Inc. Common Stock 98138H101   1,673,300 10,000 SH   SOLE   10,000 0 0
Twilio, Inc. Common Stock 90138F102   1,468,800 30,000 SH   SOLE   30,000 0 0
MongoDB,Inc. Common Stock 60937P106   984,200 5,000 SH   SOLE   5,000 0 0
First Solar, Inc. Common Stock 336433107   748,950 5,000 SH   SOLE   5,000 0 0
Quanta Services, Inc. Common Stock 74762E102   712,500 5,000 SH   SOLE   5,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103   712,200 10,000 SH   SOLE   10,000 0 0
Okta, Inc. Common Stock 679295105   683,300 10,000 SH   SOLE   10,000 0 0
ON Semiconductor Corp. Common Stock 682189105   623,700 10,000 SH   SOLE   10,000 0 0
Tesla Motors, Inc. Common Stock 88160R101   615,900 5,000 SH   SOLE   5,000 0 0
ChargePoint Holdings, Inc. Common Stock 15961R105   571,800 60,000 SH   SOLE   60,000 0 0
SunPower Corp. - Class B Common Stock 867652406   539,656 29,931 SH   SOLE   29,931 0 0
Corning, Inc. Common Stock 219350105   525,732 16,460 SH   SOLE   16,460 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105   412,650 35,000 SH   SOLE   35,000 0 0
Fastly, Inc. Common Stock 31188V100   409,500 50,000 SH   SOLE   50,000 0 0
Itron, Inc. Common Stock 465741106   281,867 5,565 SH   SOLE   5,565 0 0
Sunrun, Inc. Common Stock 86771W105   278,632 11,600 SH   SOLE   11,600 0 0
Sunnova Energy International Inc. ADR 86745K104   270,150 15,000 SH   SOLE   15,000 0 0
EVgo, Inc. Common Stock 30052F100   268,200 60,000 SH   SOLE   60,000 0 0
ABB LTD. Common Stock 000375204   213,220 7,000 SH   SOLE   7,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303   163,196 10,887 SH   SOLE   10,887 0 0
Tempo Automation, Inc. Common Stock 88024M108   154,140 200,000 SH   SOLE   200,000 0 0
Lesaka Technologies, Inc. Common Stock 64107N206   136,500 30,000 SH   SOLE   30,000 0 0
Coursera, Inc. Common Stock 22266M104   118,300 10,000 SH   SOLE   10,000 0 0
Astra Space, Inc. Common Stock 04634X103   86,760 200,000 SH   SOLE   200,000 0 0
CytoDyn, Inc. ADR 23283M101   50,114 222,730 SH   SOLE   222,730 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102   42,973 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108   25,480 14,000 SH   SOLE   14,000 0 0
Swvl Holdings Corp Warrant Common Stock G86302117   265 13,333 SH   SOLE   13,333 0 0