The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ROKU INC | Common Stock | 739276103 | 4,494,750 | 75,000 | SH | SOLE | 4,494,750 | 0 | 0 | ||
KRATOS DEFENSE & SECURITY SOLUTIONS INC | Common Stock | 682189105 | 4,102,050 | 205,000 | SH | SOLE | 4,102,050 | 0 | 0 | ||
WOLFSPEED INC | Common Stock | 977852102 | 4,096,800 | 180,000 | SH | SOLE | 4,096,800 | 0 | 0 | ||
ZSCALER INC | Common Stock | 00449R109 | 3,843,800 | 20,000 | SH | SOLE | 3,843,800 | 0 | 0 | ||
NETFLIX INC | Common Stock | 04523Y105 | 3,374,400 | 5,000 | SH | SOLE | 3,374,400 | 0 | 0 | ||
ASPEN AEROGELS INC | Common Stock | 256163106 | 2,504,250 | 105,000 | SH | SOLE | 2,504,250 | 0 | 0 | ||
ENPHASE ENERGY INC | Common Stock | 163092109 | 2,293,330 | 23,000 | SH | SOLE | 2,293,330 | 0 | 0 | ||
PALANTIR TECHNOLOGIES INC | Common Stock | 86771W105 | 2,153,050 | 85,000 | SH | SOLE | 2,153,050 | 0 | 0 | ||
DOCUSIGN INC | Common Stock | 090043100 | 2,140,000 | 40,000 | SH | SOLE | 2,140,000 | 0 | 0 | ||
PAGERDUTY INC | Common Stock | 500472303 | 2,063,700 | 90,000 | SH | SOLE | 2,063,700 | 0 | 0 | ||
DOMO INC | Common Stock | 257554105 | 1,775,600 | 230,000 | SH | SOLE | 1,775,600 | 0 | 0 | ||
PALO ALTO NETWORKS INC | Common Stock | 293594107 | 1,695,050 | 5,000 | SH | SOLE | 1,695,050 | 0 | 0 | ||
CLOUDFLARE INC | Common Stock | 31188V100 | 1,656,600 | 20,000 | SH | SOLE | 1,656,600 | 0 | 0 | ||
WORKDAY INC | Common Stock | 461148108 | 1,564,920 | 7,000 | SH | SOLE | 1,564,920 | 0 | 0 | ||
MONGODB INC | Common Stock | 88160R101 | 1,249,800 | 5,000 | SH | SOLE | 1,249,800 | 0 | 0 | ||
MONDAY.COM LTD | Common Stock | 70450Y103 | 1,203,800 | 5,000 | SH | SOLE | 1,203,800 | 0 | 0 | ||
QUANTA SERVICES INC | Common Stock | 22266M104 | 1,016,360 | 4,000 | SH | SOLE | 1,016,360 | 0 | 0 | ||
OKTA INC | Common Stock | 219350105 | 936,100 | 10,000 | SH | SOLE | 936,100 | 0 | 0 | ||
FIRST SOLAR INC | Common Stock | 60937P106 | 901,840 | 4,000 | SH | SOLE | 901,840 | 0 | 0 | ||
CHEGG INC | Common Stock | 29355A107 | 821,600 | 260,000 | SH | SOLE | 821,600 | 0 | 0 | ||
TESLA INC | Common Stock | 88160R101 | 791,520 | 4,000 | SH | SOLE | 791,520 | 0 | 0 | ||
BILL HOLDINGS INC | Common Stock | 64110L106 | 789,300 | 15,000 | SH | SOLE | 789,300 | 0 | 0 | ||
AXCELIS TECHNOLOGIES INC | Common Stock | 50077B207 | 710,950 | 5,000 | SH | SOLE | 710,950 | 0 | 0 | ||
ON SEMICONDUCTOR CORP | Common Stock | 000375204 | 685,500 | 10,000 | SH | SOLE | 685,500 | 0 | 0 | ||
PAYPAL HOLDINGS INC | Common Stock | 438516106 | 580,300 | 10,000 | SH | SOLE | 580,300 | 0 | 0 | ||
ENOVIX CORP | Common Stock | 18915M107 | 463,800 | 30,000 | SH | SOLE | 463,800 | 0 | 0 | ||
ITRON INC | Common Stock | 83417M104 | 451,752 | 4,565 | SH | SOLE | 451,752 | 0 | 0 | ||
CORNING INC | Common Stock | 74762E102 | 445,221 | 11,460 | SH | SOLE | 445,221 | 0 | 0 | ||
ABB LTD | Common Stock | 977852102 | 389,970 | 7,000 | SH | SOLE | 389,970 | 0 | 0 | ||
FASTLY INC | Common Stock | 697435105 | 368,500 | 50,000 | SH | SOLE | 368,500 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | ADR | 86745K104 | 328,380 | 13,000 | SH | SOLE | 328,380 | 0 | 0 | ||
KONINKLIJKE PHILIPS NV | Common Stock | 861012102 | 296,377 | 11,761 | SH | SOLE | 296,377 | 0 | 0 | ||
STMICROELECTRONICS NV | Common Stock | 14448C104 | 196,400 | 5,000 | SH | SOLE | 196,400 | 0 | 0 | ||
EVGO INC | Common Stock | 90138F102 | 147,000 | 60,000 | SH | SOLE | 147,000 | 0 | 0 | ||
SUNRUN INC | Common Stock | 15961R105 | 137,576 | 11,600 | SH | SOLE | 137,576 | 0 | 0 | ||
HONEYWELL INTERNATIONAL INC | Common Stock | 679295105 | 123,853 | 580 | SH | SOLE | 123,853 | 0 | 0 | ||
POWER INTEGRATIONS INC | Common Stock | 30052F100 | 112,164 | 1,598 | SH | SOLE | 112,164 | 0 | 0 | ||
CHARGEPOINT HOLDINGS INC | Common Stock | 15961R105 | 90,600 | 60,000 | SH | SOLE | 90,600 | 0 | 0 | ||
SUNPOWER CORP | Common Stock | 867652406 | 88,596 | 29,931 | SH | SOLE | 88,596 | 0 | 0 | ||
SUNNOVA ENERGY INTERNATIONAL INC | ADR | 054540208 | 83,700 | 15,000 | SH | SOLE | 83,700 | 0 | 0 | ||
COURSERA INC | Common Stock | 22266M104 | 71,600 | 10,000 | SH | SOLE | 71,600 | 0 | 0 | ||
CARRIER GLOBAL CORP | Common Stock | 69553P100 | 63,080 | 1,000 | SH | SOLE | 63,080 | 0 | 0 | ||
ARQ INC | Common Stock | 98980G102 | 41,276 | 6,800 | SH | SOLE | 41,276 | 0 | 0 | ||
CURALEAF HOLDINGS INC | Common Stock | 98138H101 | 38,500 | 10,000 | SH | SOLE | 38,500 | 0 | 0 | ||
INTEVAC INC | Common Stock | 336433107 | 22,388 | 5,800 | SH | SOLE | 22,388 | 0 | 0 | ||
ORION ENERGY SYSTEMS INC | Common Stock | 465741106 | 15,540 | 14,000 | SH | SOLE | 15,540 | 0 | 0 | ||
ACCELLERON INDUSTRIES AG | Common Stock | 77543R102 | 13,636 | 350 | SH | SOLE | 13,636 | 0 | 0 | ||
SWVL HOLDINGS CORP | Common Stock | 23126M102 | 188 | 13,333 | SH | SOLE | 188 | 0 | 0 |