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
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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
ADOBE INC COM 00724F101   504,600 1,000 SH   SOLE   1,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,512,250 25,000 SH   SOLE   25,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   9,498,020 952,000 SH   SOLE   952,000 0 0
AEHR TEST SYS COM 00760J108   310,000 25,000 SH   SOLE   25,000 0 0
AES CORP COM 00130H105   448,250 25,000 SH   SOLE   25,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   8,503,375 576,500 SH   SOLE   576,500 0 0
ALPHABET INC CAP STK CL C 02079K107   3,039,000 20,000 SH   SOLE   20,000 0 0
ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106   1,618,750 125,000 SH   SOLE   125,000 0 0
ALTIMMUNE INC COM NEW 02155H200   2,799,500 275,000 SH   SOLE   275,000 0 0
ALTUS POWER INC COM CL A 02217A102   8,152,290 1,705,500 SH   SOLE   1,705,500 0 0
AMAZON COM INC COM 023135106   4,685,200 26,000 SH   SOLE   26,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207   1,013,250 75,000 SH   SOLE   75,000 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106   216,300 35,000 SH   SOLE   35,000 0 0
APPLE INC COM 037833100   4,287,000 25,000 SH   SOLE   25,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   2,461,000 575,000 SH   SOLE   575,000 0 0
ARISTA NETWORKS INC COM 040413106   7,829,460 27,000 SH   SOLE   27,000 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   3,374,730 27,000 SH   SOLE   27,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   3,350,277 224,700 SH   SOLE   224,700 0 0
ASPEN AEROGELS INC COM 04523Y105   15,224,000 865,000 SH   SOLE   865,000 0 0
AUGMEDIX INC COM 05105P107   2,147,250 525,000 SH   SOLE   525,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   9,444,800 160,000 SH   SOLE   160,000 0 0
BEYOND INC COM 690370101   1,256,850 35,000 SH   SOLE   35,000 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   21,947,034 1,733,573 SH   SOLE   1,733,573 0 0
BROADCOM INC COM 11135F101   7,289,755 5,500 SH   SOLE   5,500 0 0
CELESTICA INC SUB VTG SHS 15101Q108   34,835,241 775,150 SH   SOLE   775,150 0 0
CIENA CORP COM NEW 171779309   989,000 20,000 SH   SOLE   20,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,206,000 450,000 SH   SOLE   450,000 0 0
CLOUDFLARE INC CL A COM 18915M107   1,573,488 16,250 SH   SOLE   16,250 0 0
COHERENT CORP COM 19247G107   3,394,720 56,000 SH   SOLE   56,000 0 0
COMFORT SYS USA INC COM 199908104   794,275 2,500 SH   SOLE   2,500 0 0
COUCHBASE INC COM 22207T101   1,696,995 64,500 SH   SOLE   64,500 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   381,420 18,000 SH   SOLE   18,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,735,989 10,300 SH   SOLE   10,300 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,134,950 45,000 SH   SOLE   45,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   6,710,200 140,000 SH   SOLE   140,000 0 0
DENISON MINES CORP COM 248356107   975,000 500,000 SH   SOLE   500,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   6,811,500 150,000 SH   SOLE   150,000 0 0
DYNATRACE INC COM NEW 268150109   6,362,280 137,000 SH   SOLE   137,000 0 0
EATON CORP PLC SHS G29183103   1,719,740 5,500 SH   SOLE   5,500 0 0
EBAY INC. COM 278642103   2,140,020 40,500 SH   SOLE   40,500 0 0
ELECTRONIC ARTS INC COM 285512109   265,340 2,000 SH   SOLE   2,000 0 0
ENOVIX CORPORATION COM 293594107   200,250 25,000 SH   SOLE   25,000 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   3,553,500 3,450,000 SH   SOLE   3,450,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   6,842,453 1,530,750 SH   SOLE   1,530,750 0 0
EXACT SCIENCES CORP COM 30063P105   4,143,600 60,000 SH   SOLE   60,000 0 0
FERROGLOBE PLC SHS G33856108   11,328,728 2,274,845 SH   SOLE   2,274,845 0 0
FIRST SOLAR INC COM 336433107   2,194,400 13,000 SH   SOLE   13,000 0 0
FIVE9 INC COM 338307101   10,310,260 166,000 SH   SOLE   166,000 0 0
FLUOR CORP NEW COM 343412102   17,250,240 408,000 SH   SOLE   408,000 0 0
FORTINET INC COM 34959E109   1,707,750 25,000 SH   SOLE   25,000 0 0
FTAI AVIATION LTD SHS G3730V105   16,993,250 252,500 SH   SOLE   252,500 0 0
GREEN PLAINS INC COM 393222104   1,618,400 70,000 SH   SOLE   70,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   20,631,180 726,450 SH   SOLE   726,450 0 0
IMPINJ INC COM 453204109   642,050 5,000 SH   SOLE   5,000 0 0
INDIVIOR PLC ORD G4766E116   5,676,300 265,000 SH   SOLE   265,000 0 0
INFINERA CORP COM 45667G103   7,410,870 1,229,000 SH   SOLE   1,229,000 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   1,033,600 190,000 SH   SOLE   190,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   5,687,500 250,000 SH   SOLE   250,000 0 0
ITRON INC COM 465741106   22,436,100 242,500 SH   SOLE   242,500 0 0
JUNIPER NETWORKS INC COM 48203R104   741,200 20,000 SH   SOLE   20,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   7,852,600 140,000 SH   SOLE   140,000 0 0
LIVERAMP HLDGS INC COM 53815P108   448,500 13,000 SH   SOLE   13,000 0 0
MAGNITE INC COM 55955D100   989,000 92,000 SH   SOLE   92,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,329,584 89,300 SH   SOLE   89,300 0 0
MASTEC INC COM 576323109   974,463 10,450 SH   SOLE   10,450 0 0
MERCK & CO INC COM 58933Y105   8,048,950 61,000 SH   SOLE   61,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   358,840 4,000 SH   SOLE   4,000 0 0
MICROSOFT CORP COM 594918104   4,833,450 11,500 SH   SOLE   11,500 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   1,421,250 125,000 SH   SOLE   125,000 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   6,154,400 245,000 SH   SOLE   245,000 0 0
MODINE MFG CO COM 607828100   1,523,040 16,000 SH   SOLE   16,000 0 0
MONGODB INC CL A 60937P106   1,075,920 3,000 SH   SOLE   3,000 0 0
MP MATERIALS CORP COM CL A 553368101   143,000 10,000 SH   SOLE   10,000 0 0
NETFLIX INC COM 64110L106   3,704,713 6,100 SH   SOLE   6,100 0 0
NEXGEN ENERGY LTD COM 65340P106   1,177,861 151,500 SH   SOLE   151,500 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   8,121,600 270,000 SH   SOLE   270,000 0 0
NUSCALE PWR CORP CL A COM 67079K100   265,500 50,000 SH   SOLE   50,000 0 0
NVIDIA CORPORATION COM 67066G104   5,646,500 6,250 SH   SOLE   6,250 0 0
OKTA INC CL A 679295105   1,668,689 15,950 SH   SOLE   15,950 0 0
ON SEMICONDUCTOR CORP COM 682189105   367,750 5,000 SH   SOLE   5,000 0 0
ORACLE CORP COM 68389X105   10,739,655 85,500 SH   SOLE   85,500 0 0
OSCAR HEALTH INC CL A 687793109   20,568,184 1,383,200 SH   SOLE   1,383,200 0 0
PACIRA BIOSCIENCES INC COM 695127100   14,417,148 493,400 SH   SOLE   493,400 0 0
PALO ALTO NETWORKS INC COM 697435105   1,136,520 4,000 SH   SOLE   4,000 0 0
PRIMORIS SVCS CORP COM 74164F103   1,170,675 27,500 SH   SOLE   27,500 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   10,271,250 125,000 SH   SOLE   125,000 0 0
PROFOUND MED CORP COM NEW 74319B502   1,236,850 145,000 SH   SOLE   145,000 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201   1,648,000 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103   2,793,450 16,500 SH   SOLE   16,500 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   196,750 25,000 SH   SOLE   25,000 0 0
RAPT THERAPEUTICS INC COM 75382E109   3,614,450 402,500 SH   SOLE   402,500 0 0
RIOT PLATFORMS INC COM 767292105   306,500 25,000 SH   SOLE   25,000 0 0
SALESFORCE INC COM 79466L302   6,565,724 21,800 SH   SOLE   21,800 0 0
SANMINA CORPORATION COM 801056102   1,243,600 20,000 SH   SOLE   20,000 0 0
SEMTECH CORP COM 816850101   2,109,858 76,750 SH   SOLE   76,750 0 0
SENTINELONE INC CL A 81730H109   12,512,620 535,750 SH   SOLE   535,750 0 0
SERVICENOW INC COM 81762P102   3,125,840 4,100 SH   SOLE   4,100 0 0
SHIFT4 PMTS INC CL A 82452J109   6,640,035 100,500 SH   SOLE   100,500 0 0
SILICON LABORATORIES INC COM 826919102   646,740 4,500 SH   SOLE   4,500 0 0
SPDR GOLD TR GOLD SHS 78463V107   11,308,000 55,000 SH   SOLE   55,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   52,307,000 100,000 SH   SOLE   100,000 0 0
SPRUCE POWER HOLDING CORP COM NEW 9837FR209   53,643 13,512 SH   SOLE   13,512 0 0
STEM INC COM 85859N102   4,949,400 2,260,000 SH   SOLE   2,260,000 0 0
STRONGHOLD DIGITAL MINING IN CLASS A COM 86337R202   207,500 50,000 SH   SOLE   50,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   919,500 150,000 SH   SOLE   150,000 0 0
SUNOPTA INC COM 8676EP108   25,178,550 3,665,000 SH   SOLE   3,665,000 0 0
SUNRUN INC COM 86771W105   48,832,110 3,695,250 SH   SOLE   3,695,250 0 0
SURGERY PARTNERS INC COM 86881A100   5,518,550 185,000 SH   SOLE   185,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,727,043 34,750 SH   SOLE   34,750 0 0
TASKUS INC CLASS A COM 87652V109   116,500 10,000 SH   SOLE   10,000 0 0
TD SYNNEX CORPORATION COM 87162W100   1,040,520 9,200 SH   SOLE   9,200 0 0
TE CONNECTIVITY LTD SHS H84989104   1,343,470 9,250 SH   SOLE   9,250 0 0
TELUS INTL CDA INC SUB VTG SHS 87975H100   338,400 40,000 SH   SOLE   40,000 0 0
TERADYNE INC COM 880770102   2,989,995 26,500 SH   SOLE   26,500 0 0
TEXAS INSTRS INC COM 882508104   4,329,272 24,900 SH   SOLE   24,900 0 0
TRIPADVISOR INC COM 896945201   847,595 30,500 SH   SOLE   30,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,849,500 50,000 SH   SOLE   50,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   3,162,000 100,000 SH   SOLE   100,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   968,500 25,000 SH   SOLE   25,000 0 0
VERISIGN INC COM 92343E102   568,530 3,000 SH   SOLE   3,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   635,040 28,000 SH   SOLE   28,000 0 0
VISTRA CORP COM 92840M102   9,820,650 141,000 SH   SOLE   141,000 0 0
WESTERN DIGITAL CORP. COM 958102105   2,961,045 43,500 SH   SOLE   43,500 0 0
WOLFSPEED INC COM 977852102   5,015,000 170,000 SH   SOLE   170,000 0 0