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
ADOBE SYSTEMS INCORPORATED COM 00724F101   2,171 4,303 SH   SOLE   4,303 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,453 52,375 SH   SOLE   52,375 0 0
AECOM COM 00766T100   817 8,331 SH   SOLE   8,331 0 0
AIR PRODS & CHEMS INC COM 009158106   744 3,069 SH   SOLE   3,069 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   13,707 189,427 SH   SOLE   189,427 0 0
ALPHABET INC CAPSTKCLC 02079K107   7,964 52,765 SH   SOLE   52,765 0 0
AMAZON.COM INC COM 023135106   21,134 117,163 SH   SOLE   117,163 0 0
AMERICAN ELEC PWR CO INC COM 025537101   307 3,570 SH   SOLE   3,570 0 0
AMGEN INC COM 031162100   556 1,955 SH   SOLE   1,955 0 0
AMKOR TECHNOLOGY INC COM 031652100   1,032 32,020 SH   SOLE   32,020 0 0
APPLE INC COM 037833100   1,489 8,682 SH   SOLE   8,682 0 0
APPLIED MATLS INC COM 038222105   7,803 37,836 SH   SOLE   37,836 0 0
ARCOSA INC COM 039653100   779 9,075 SH   SOLE   9,075 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   897 60,157 SH   SOLE   60,157 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   1,242 113,044 SH   SOLE   113,044 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,439 5,605 SH   SOLE   5,605 0 0
AUTODESK INC COM 052769106   208 800 SH   SOLE   800 0 0
BLOCK INC CL A 852234103   2,094 24,756 SH   SOLE   24,756 0 0
BLOOM ENERGY CORP COM CL A 093712107   2,810 250,000 SH   SOLE   250,000 0 0
BLUEBIRD BIO INC COM 09609G100   887 23,137 SH   SOLE   23,137 0 0
BOEING CO COM 097023105   497 2,575 SH   SOLE   2,575 0 0
BROADCOM INC COM 11135F101   2,811 2,121 SH   SOLE   2,121 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   774 13,318 SH   SOLE   13,318 0 0
CATERPILLAR INC COM 149123101   833 2,272 SH   SOLE   2,272 0 0
CIENA CORP COM NEW 171779309   1,335 26,990 SH   SOLE   26,990 0 0
COHERENT INC COM 192479103   1,107 18,268 SH   SOLE   18,268 0 0
COMCAST CORP NEW CL A 20030N101   364 8,400 SH   SOLE   8,400 0 0
COSTCO WHSL CORP NEW COM 22160K105   719 982 SH   SOLE   982 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   334 1,042 SH   SOLE   1,042 0 0
DARLING INGREDIENTS INC COM 237266101   812 17,454 SH   SOLE   17,454 0 0
DEXCOM INC COM 252131107   366 2,642 SH   SOLE   2,642 0 0
EATON CORP PLC SHS G29183103   813 2,600 SH   SOLE   2,600 0 0
ELASTIC N.V ORD SHS N14506104   460 4,584 SH   SOLE   4,584 0 0
ELECTRONIC ARTS INC COM 285512109   301 2,270 SH   SOLE   2,270 0 0
ENERSYS COM 29275Y102   770 8,150 SH   SOLE   8,150 0 0
ENPHASE ENERGY INC COM 29355A107   847 7,000 SH   SOLE   7,000 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   1,018 20,000 SH   SOLE   20,000 0 0
FIRST SOLAR INC COM 336433107   1,226 7,263 SH   SOLE   7,263 0 0
FLUENCE ENERGY INC COM CL A 34379V103   866 49,967 SH   SOLE   49,967 0 0
FLUOR CORP NEW COM 343412102   863 20,413 SH   SOLE   20,413 0 0
FORD MTR CO DEL COM 345370860   5,581 420,276 SH   SOLE   420,276 0 0
FUTU HOLDINGS LTD SPON ADS CL A 36118L106   2,072 38,262 SH   SOLE   38,262 0 0
VANECK ETF TRUST CALL 92189F906   1,509 986,000 SH   SOLE   986,000 0 0
GENERAL MTRS CO COM 37045V100   6,542 144,256 SH   SOLE   144,256 0 0
GEO GROUP INC NEW COM 36162J106   7,060 500,000 SH   SOLE   500,000 0 0
SPDR GOLD TR CALL 78463V907   425 82,200 SH   SOLE   82,200 0 0
GRANITE CONSTR INC COM 387328107   800 14,007 SH   SOLE   14,007 0 0
GREEN PLAINS INC COM 393222104   842 36,411 SH   SOLE   36,411 0 0
HONEYWELL INTL INC COM 438516106   310 1,510 SH   SOLE   1,510 0 0
HUBBELL INC COM 443510607   815 1,964 SH   SOLE   1,964 0 0
ILLUMINA INC COM 452327109   306 2,225 SH   SOLE   2,225 0 0
INTEL CORP COM 458140100   8,126 183,967 SH   SOLE   183,967 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,119 26,805 SH   SOLE   26,805 0 0
INTUIT COM 461202103   407 626 SH   SOLE   626 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   310 778 SH   SOLE   778 0 0
ISHARES TR 20 YR TR BD ETF 464287432   57,766 610,505 SH   SOLE   610,505 0 0
ISHARES TR MSCI CHINA ETF 46429B671   1,510 38,000 SH   SOLE   38,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   791 5,147 SH   SOLE   5,147 0 0
JD.COM INC SPON ADR CL A 47215P106   13,120 479,020 SH   SOLE   479,020 0 0
JINKOSOLAR HOLDING CO. LTD SPONSORED ADR 47759T100   1,184 47,010 SH   SOLE   47,010 0 0
KLA CORP COM NEW 482480100   5,755 8,238 SH   SOLE   8,238 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,050 40,000 SH   SOLE   40,000 0 0
LAM RESEARCH CORP COM 512807108   2,067 2,127 SH   SOLE   2,127 0 0
MARTIN MARIETTA MATLS INC COM 573284106   784 1,277 SH   SOLE   1,277 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,093 15,424 SH   SOLE   15,424 0 0
MASTEC INC COM 576323109   801 8,595 SH   SOLE   8,595 0 0
MERCADOLIBRE INC COM 58733R102   310 205 SH   SOLE   205 0 0
META PLATFORMS INC CL A 30303M102   24,546 50,550 SH   SOLE   50,550 0 0
MICROSOFT CORP COM 594918104   8,783 20,875 SH   SOLE   20,875 0 0
MONGODB INC CL A 60937P106   2,124 5,921 SH   SOLE   5,921 0 0
NETAPP INC COM 64110D104   1,228 11,699 SH   SOLE   11,699 0 0
NETFLIX INC COM 64110L106   2,190 3,606 SH   SOLE   3,606 0 0
NIO INC SPON ADS 62914V106   895 198,950 SH   SOLE   198,950 0 0
NIU TECHNOLOGIES ADS 65481N100   381 226,895 SH   SOLE   226,895 0 0
NVIDIA CORPORATION COM 67066G104   2,013 2,228 SH   SOLE   2,228 0 0
ORACLE CORP COM 68389X105   10,985 87,457 SH   SOLE   87,457 0 0
PALO ALTO NETWORKS INC COM 697435105   457 1,610 SH   SOLE   1,610 0 0
PAYPAL HOLDINGS INC. COM 70450Y103   3,141 46,884 SH   SOLE   46,884 0 0
PINDUODUO INC. SPONSORED ADS 722304102   5,355 46,065 SH   SOLE   46,065 0 0
PEABODY ENERGY CORP COM 704551100   4,852 200,000 SH   SOLE   200,000 0 0
PROSHARES TR ULTRAPRO SHT QQQ 74347G432   2,029 193,596 SH   SOLE   193,596 0 0
PURE STORAGE INC CL A 74624M102   1,308 25,167 SH   SOLE   25,167 0 0
QUALCOMM INC COM 747525103   6,464 38,181 SH   SOLE   38,181 0 0
QUANTA SVCS INC COM 74762E102   827 3,182 SH   SOLE   3,182 0 0
REPUBLIC SVCS INC COM 760759100   791 4,130 SH   SOLE   4,130 0 0
ROKU INC COM CL A 77543R102   652 10,000 SH   SOLE   10,000 0 0
SALESFORCE.COM INC. COM 79466L302   9,785 32,489 SH   SOLE   32,489 0 0
SMARTSHEET INC. COM CL A 83200N103   636 16,525 SH   SOLE   16,525 0 0
SOUTHWEST AIRLINES CO. COM 844741108   1,591 54,500 SH   SOLE   54,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   818 3,100 SH   SOLE   3,100 0 0
STARBUCKS CORP COM 855244109   230 2,518 SH   SOLE   2,518 0 0
STONECO LTD COM CL A G85158106   2,561 154,178 SH   SOLE   154,178 0 0
SUNPOWER CORP COM 867652406   3,000 1,000,000 SH   SOLE   1,000,000 0 0
SYNOPSYS INC COM 871607107   447 783 SH   SOLE   783 0 0
TAIWAN SEMICONDUCTOR MFG LTD COM 874039100   6,947 51,064 SH   SOLE   51,064 0 0
TERADYNE INC COM 880770102   264 2,340 SH   SOLE   2,340 0 0
TEXAS INSTRS INC COM 882508104   1,122 6,439 SH   SOLE   6,439 0 0
THE TRADE DESK INC COM CL A 88339J105   325 3,720 SH   SOLE   3,720 0 0
TRANSOCEAN LTD REG SHS H8817H100   7,536 1,200,000 SH   SOLE   1,200,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   9,238 210,476 SH   SOLE   210,476 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L173   508 20,000 SH   SOLE   20,000 0 0
UBER TECHNOLOGIES INC. COM 90353T100   1,548 20,104 SH   SOLE   20,104 0 0
UNITED RENTALS INC COM 911363109   826 1,146 SH   SOLE   1,146 0 0
UNITY SOFTWARE INC COM 91332U101   1,219 45,670 SH   SOLE   45,670 0 0
UPSTART HOLDINGS INC. COM 91680M107   809 30,100 SH   SOLE   30,100 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,743 150,000 SH   SOLE   150,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,405 17,206 SH   SOLE   17,206 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   8,038 485,650 SH   SOLE   485,650 0 0
VULCAN MATLS CO COM 929160109   784 2,872 SH   SOLE   2,872 0 0
WASTE MGMT INC DEL COM 94106L109   775 3,636 SH   SOLE   3,636 0 0
WATSCO INC COM 942622200   832 1,927 SH   SOLE   1,927 0 0
WEIBO CORP. SPONSORED ADR 948596101   1,794 197,408 SH   SOLE   197,408 0 0
WORKDAY INC CL A 98138H101   297 1,090 SH   SOLE   1,090 0 0
ZILLOW GROUP INC. CL C CAP STK 98954M200   712 14,590 SH   SOLE   14,590 0 0
ZOOM VIDEO COMMUNICATIONS INC. CL A 98980L101   335 5,125 SH   SOLE   5,125 0 0