0001172661-23-002974.txt : 20230814
0001172661-23-002974.hdr.sgml : 20230814
20230814082954
ACCESSION NUMBER: 0001172661-23-002974
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ARDSLEY ADVISORY PARTNERS LP
CENTRAL INDEX KEY: 0000900529
IRS NUMBER: 000000000
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04639
FILM NUMBER: 231166492
BUSINESS ADDRESS:
STREET 1: 262 HARBOR DRIVE, 4TH FLOOR
CITY: STAMFORD
STATE: CT
ZIP: 06902
BUSINESS PHONE: 203-564-4230
MAIL ADDRESS:
STREET 1: 262 HARBOR DRIVE, 4TH FLOOR
CITY: STAMFORD
STATE: CT
ZIP: 06902
FORMER COMPANY:
FORMER CONFORMED NAME: ARDSLEY ADVISORY PARTNERS
DATE OF NAME CHANGE: 19940208
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0000900529
XXXXXXXX
06-30-2023
06-30-2023
false
ARDSLEY ADVISORY PARTNERS LP
262 Harbor Drive, 4th Floor
Stamford
CT
06902
13F HOLDINGS REPORT
028-04639
000301116
801-114966
N
Steven Napoli
Partner
203-564-4230
/s/ Steve Napoli
Stamford
CT
08-14-2023
0
121
591731628
INFORMATION TABLE
2
infotable.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
BBG001S5NCQ5
2200455
4500
SH
SOLE
4500
0
0
ADTRAN HOLDINGS INC
COM
00486H105
BBG0169CH7Y8
5001750
475000
SH
SOLE
475000
0
0
AGNICO EAGLE MINES LTD
COM
008474108
BBG001S77MK3
2748900
55000
SH
SOLE
55000
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
1805063
14950
SH
SOLE
14950
0
0
ALTIMMUNE INC
COM NEW
02155H200
BBG001SNS461
3678437
1042050
SH
SOLE
1042050
0
0
ALTUS POWER INC
COM CL A
02217A102
BBG00Y48ZM97
5552890
1028313
SH
SOLE
1028313
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
9232840
71000
SH
SOLE
71000
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
3910800
30000
SH
Call
SOLE
30000
0
0
AMERESCO INC
CL A
02361E108
BBG001S6P9W1
729450
15000
SH
SOLE
15000
0
0
AMKOR TECHNOLOGY INC
COM
031652100
BBG001S64YF8
520625
17500
SH
SOLE
17500
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
BBG00ZNLTFL2
5376700
70000
SH
SOLE
70000
0
0
APPLIED DIGITAL CORP
COM NEW
038169207
BBG001SK4K76
3778030
404500
SH
SOLE
404500
0
0
APPLIED OPTOELECTRONICS INC
COM
03823U102
BBG001SG47G4
680800
115000
SH
SOLE
115000
0
0
APPLIED OPTOELECTRONICS INC
COM
03823U102
BBG001SG47G4
597788
100300
SH
Call
SOLE
100300
0
0
ARCOSA INC
COM
039653100
BBG00JGMWGB9
2500865
33006
SH
SOLE
33006
0
0
ARISTA NETWORKS INC
COM
040413106
BBG001T51KQ0
3241200
20000
SH
Put
SOLE
20000
0
0
ARRAY TECHNOLOGIES INC
COM SHS
04271T100
BBG002MX7TQ9
339000
15000
SH
SOLE
15000
0
0
ASPEN AEROGELS INC
COM
04523Y105
BBG001SJZK39
11927139
1511678
SH
SOLE
1511678
0
0
ASPEN AEROGELS INC
COM
04523Y105
BBG001SJZK39
10659390
1351000
SH
Call
SOLE
1351000
0
0
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
BBG001SF8W86
549990
3000
SH
SOLE
3000
0
0
BABCOCK & WILCOX ENTERPRISES
COM
05614L209
BBG007H0TDL2
442500
75000
SH
SOLE
75000
0
0
BELLRING BRANDS INC
COMMON STOCK
07831C103
BBG013QNJHW0
5856000
160000
SH
SOLE
160000
0
0
BIOCERES CROP SOLUTIONS CORP
SHS
G1117K114
BBG00K817GY4
24752112
1852703
SH
SOLE
1852703
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
4597379
5300
SH
SOLE
5300
0
0
BROADWIND INC
COM NEW
11161T207
BBG001SKFPL7
668500
175000
SH
SOLE
175000
0
0
CAMECO CORP
COM
13321L108
BBG001S5Y5S6
2349750
75000
SH
SOLE
75000
0
0
CAMTEK LTD
ORD
M20791105
BBG001SBFT84
534450
15000
SH
Call
SOLE
15000
0
0
CAMTEK LTD
ORD
M20791105
BBG001SBFT84
1282680
36000
SH
SOLE
36000
0
0
CHARGEPOINT HOLDINGS INC
COM CL A
15961R105
BBG00Q741ZS7
395550
45000
SH
SOLE
45000
0
0
CHART INDS INC
COM
16115Q308
BBG001SQV7W4
3994750
25000
SH
SOLE
25000
0
0
CLEAN ENERGY FUELS CORP
COM
184499101
BBG001SPD4H0
2480000
500000
SH
Call
SOLE
500000
0
0
CLEAN ENERGY FUELS CORP
COM
184499101
BBG001SPD4H0
1249920
252000
SH
SOLE
252000
0
0
CLOUDFLARE INC
CL A COM
18915M107
BBG001WMKHJ3
2614800
40000
SH
Put
SOLE
40000
0
0
DELL TECHNOLOGIES INC
CL C
24703L202
BBG00DW3SZT0
811650
15000
SH
SOLE
15000
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
BBG001SPT759
7608000
160000
SH
SOLE
160000
0
0
DENISON MINES CORP
COM
248356107
BBG001S9ZPX7
500000
400000
SH
SOLE
400000
0
0
EBIX INC
COM NEW
278715206
BBG001S90C28
378000
15000
SH
SOLE
15000
0
0
ENOVIX CORPORATION
COM
293594107
BBG00YC538B7
2706000
150000
SH
SOLE
150000
0
0
ENVIVA INC
COM
29415B103
BBG007FH8JY3
813750
75000
SH
SOLE
75000
0
0
EOS ENERGY ENTERPRISES INC
COM CL A
29415C101
BBG00V1KJ6G4
1368690
321500
SH
SOLE
321500
0
0
EVOLV TECHNOLOGIES HLDNGS IN
COM CL A
30049H102
BBG00W1PPKY3
9936000
1656000
SH
SOLE
1656000
0
0
EVOLV TECHNOLOGIES HLDNGS IN
COM CL A
30049H102
BBG00W1PPKY3
1500000
250000
SH
Call
SOLE
250000
0
0
FABRINET
SHS
G3323L100
BBG001SP57F4
1948200
15000
SH
SOLE
15000
0
0
FERROGLOBE PLC
SHS
G33856108
BBG00B6BGDB6
954000
200000
SH
Call
SOLE
200000
0
0
FERROGLOBE PLC
SHS
G33856108
BBG00B6BGDB6
4913100
1030000
SH
SOLE
1030000
0
0
FIRST SOLAR INC
COM
336433107
BBG001S991Z7
14731975
77500
SH
SOLE
77500
0
0
FIVE9 INC
COM
338307101
BBG001V0P7K7
840990
10200
SH
SOLE
10200
0
0
FLEX LTD
ORD
Y2573F102
BBG001SC5SP6
9756920
353000
SH
SOLE
353000
0
0
FLUOR CORP NEW
COM
343412102
BBG001S5Q738
8236200
278250
SH
SOLE
278250
0
0
FTAI AVIATION LTD
SHS
G3730V105
BBG019M62R54
4749000
150000
SH
Call
SOLE
150000
0
0
FTAI AVIATION LTD
SHS
G3730V105
BBG019M62R54
8437390
266500
SH
SOLE
266500
0
0
FTAI INFRASTRUCTURE INC
COMMON STOCK
35953C106
BBG0174VKJB4
1505520
408000
SH
SOLE
408000
0
0
GATES INDL CORP PLC
ORD SHS
G39108108
BBG00JM9V7T3
269600
20000
SH
SOLE
20000
0
0
GEN DIGITAL INC
COM
668771108
BBG001S5QG38
10202500
550000
SH
Call
SOLE
550000
0
0
GEN DIGITAL INC
COM
668771108
BBG001S5QG38
1910650
103000
SH
SOLE
103000
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
BBG001S5PVD5
2746250
25000
SH
Call
SOLE
25000
0
0
GLOBAL E ONLINE LTD
SHS
M5216V106
BBG00ZKY1Q42
1043970
25500
SH
SOLE
25500
0
0
GLOBAL X FDS
GLOBAL X URANIUM
37954Y871
BBG001TF8NP6
3797500
175000
SH
SOLE
175000
0
0
HARMONIC INC
COM
413160102
BBG001S73CC8
80850
5000
SH
Call
SOLE
5000
0
0
HARMONIC INC
COM
413160102
BBG001S73CC8
13962795
863500
SH
SOLE
863500
0
0
IMPINJ INC
COM
453204109
BBG001T313Q3
1098213
12250
SH
SOLE
12250
0
0
INFINERA CORP
COM
45667G103
BBG001SSYWD3
386400
80000
SH
Call
SOLE
80000
0
0
IPG PHOTONICS CORP
COM
44980X109
BBG001SG95B8
1290290
9500
SH
SOLE
9500
0
0
IRIS ENERGY LTD
ORDINARY SHARES
Q4982L109
BBG010J28KR1
466000
100000
SH
SOLE
100000
0
0
IRON MTN INC DEL
COM
46284V101
BBG001SCQ2X1
8238900
145000
SH
SOLE
145000
0
0
ISHARES SILVER TR
ISHARES
46428Q109
BBG001SQLN69
1608530
77000
SH
SOLE
77000
0
0
ISHARES SILVER TR
ISHARES
46428Q109
BBG001SQLN69
5222500
250000
SH
Call
SOLE
250000
0
0
ITRON INC
COM
465741106
BBG001S6DJQ9
25090800
348000
SH
SOLE
348000
0
0
LEGEND BIOTECH CORP
SPONSORED ADS
52490G102
BBG00TTGH6N2
11044800
160000
SH
SOLE
160000
0
0
MASTEC INC
COM
576323109
BBG001S95HF8
6644070
56320
SH
SOLE
56320
0
0
MERCADOLIBRE INC
COM
58733R102
BBG001SM32G3
710760
600
SH
SOLE
600
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
7917555
23250
SH
SOLE
23250
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
1702700
5000
SH
Call
SOLE
5000
0
0
MIRION TECHNOLOGIES INC
COM CL A
60471A101
BBG00VHJ1KB3
845000
100000
SH
SOLE
100000
0
0
MODINE MFG CO
COM
607828100
BBG001S5T913
726440
22000
SH
SOLE
22000
0
0
MONGODB INC
CL A
60937P106
BBG0022FDRZ7
1643960
4000
SH
SOLE
4000
0
0
MONOLITHIC PWR SYS INC
COM
609839105
BBG001SDRGP6
3646553
6750
SH
SOLE
6750
0
0
MYR GROUP INC DEL
COM
55405W104
BBG001S8GYM3
1037550
7500
SH
SOLE
7500
0
0
NAVITAS SEMICONDUCTOR CORP
COM
63942X106
BBG00YQ6KTM3
263500
25000
SH
SOLE
25000
0
0
NETFLIX INC
COM
64110L106
BBG001SF6L46
858956
1950
SH
SOLE
1950
0
0
NEXTERA ENERGY PARTNERS LP
COM UNIT PART IN
65341B106
BBG006JNW312
293200
5000
SH
SOLE
5000
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
5076240
12000
SH
SOLE
12000
0
0
OPAL FUELS INC
CLASS A COM
68347P103
BBG00Z8LJ952
421497
56501
SH
SOLE
56501
0
0
PACIFIC BIOSCIENCES CALIF IN
COM
69404D108
BBG001SS9G64
12049800
906000
SH
SOLE
906000
0
0
PRIMORIS SVCS CORP
COM
74164F103
BBG001S64801
2521393
82750
SH
SOLE
82750
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
BBG0026ZJ313
10150920
156000
SH
SOLE
156000
0
0
ROGERS CORP
COM
775133101
BBG001S5TTY3
3279083
20250
SH
SOLE
20250
0
0
ROIVANT SCIENCES LTD
SHS
G76279101
BBG007STW2C7
5584320
554000
SH
SOLE
554000
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
BBG0113JGQG9
928050
15000
SH
Put
SOLE
15000
0
0
SENTINELONE INC
CL A
81730H109
BBG00B6F2F27
1132500
75000
SH
Call
SOLE
75000
0
0
SENTINELONE INC
CL A
81730H109
BBG00B6F2F27
9697975
642250
SH
SOLE
642250
0
0
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
1854501
3300
SH
SOLE
3300
0
0
SHOALS TECHNOLOGIES GROUP IN
CL A
82489W107
BBG00YQ82328
766800
30000
SH
SOLE
30000
0
0
SILICON LABORATORIES INC
COM
826919102
BBG001S5W492
1735140
11000
SH
SOLE
11000
0
0
SNOWFLAKE INC
CL A
833445109
BBG007DHGNK2
5323395
30250
SH
SOLE
30250
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
88656000
200000
SH
Put
SOLE
200000
0
0
SPLUNK INC
COM
848637104
BBG001TWMNG3
705499
6650
SH
SOLE
6650
0
0
SPRUCE POWER HOLDING CORP
COM CL A
9837FR100
BBG00PP0KRM0
899556
1108100
SH
SOLE
1108100
0
0
STEM INC
COM
85859N102
BBG00XP8NRN2
8025160
1403000
SH
SOLE
1403000
0
0
SUNNOVA ENERGY INTL INC.
COM
86745K104
BBG00PLQ1KH9
5035250
275000
SH
SOLE
275000
0
0
SUNOPTA INC
COM
8676EP108
BBG001S6V9S9
29047980
4342000
SH
SOLE
4342000
0
0
SUNRUN INC
COM
86771W105
BBG0025XVR94
12948500
725000
SH
SOLE
725000
0
0
SUPER MICRO COMPUTER INC
COM
86800U104
BBG001SQGH95
2006463
8050
SH
SOLE
8050
0
0
SURGERY PARTNERS INC
COM
86881A100
BBG009T0TKW7
7198400
160000
SH
SOLE
160000
0
0
TABOOLA.COM LTD
ORD SHS
M8744T106
BBG011MN6XF6
6243325
2007500
SH
SOLE
2007500
0
0
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
900100
5000
SH
Put
SOLE
5000
0
0
TRITIUM DCFC LIMITED
ORDINARY SHARES
Q9225T108
BBG0133V0BG8
21800
20000
SH
SOLE
20000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
6078336
140800
SH
SOLE
140800
0
0
UNITED STS NAT GAS FD LP
UNIT PAR
912318300
BBG001ST67S1
5565000
750000
SH
Call
SOLE
750000
0
0
UNITED THERAPEUTICS CORP DEL
COM
91307C102
BBG001S8RV10
8830000
40000
SH
SOLE
40000
0
0
URANIUM RTY CORP
COM
91702V101
BBG00QPZFP14
100000
50000
SH
SOLE
50000
0
0
VALMONT INDS INC
COM
920253101
BBG001S5X650
2910500
10000
SH
SOLE
10000
0
0
VERTEX INC
CL A
92538J106
BBG00VVT2FV3
1955850
100300
SH
SOLE
100300
0
0
VIAVI SOLUTIONS INC
COM
925550105
BBG001S92GV5
515515
45500
SH
SOLE
45500
0
0
VISTEON CORP
COM NEW
92839U206
BBG001TCM086
861660
6000
SH
SOLE
6000
0
0
VISTRA CORP
COM
92840M102
BBG00DXDL6R0
14004375
533500
SH
SOLE
533500
0
0
WAYFAIR INC
CL A
94419L101
BBG001THKQ26
1040160
16000
SH
SOLE
16000
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
BBG001S6DSP0
1944900
45000
SH
SOLE
45000
0
0
WOLFSPEED INC
COM
977852102
BBG001S6YWT4
833850
15000
SH
SOLE
15000
0
0
WORKDAY INC
CL A
98138H101
BBG001T21KQ7
1468285
6500
SH
SOLE
6500
0
0
ZSCALER INC
COM
98980G102
BBG003338H61
716870
4900
SH
SOLE
4900
0
0