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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 2,200,455 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| ADTRAN HOLDINGS INC | COM | 00486H105 | 5,001,750 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 2,748,900 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,805,063 | 14,950 | SH | SOLE | 14,950 | 0 | 0 | ||
| ALTIMMUNE INC | COM NEW | 02155H200 | 3,678,437 | 1,042,050 | SH | SOLE | 1,042,050 | 0 | 0 | ||
| ALTUS POWER INC | COM CL A | 02217A102 | 5,552,890 | 1,028,313 | SH | SOLE | 1,028,313 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,232,840 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 3,910,800 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| AMERESCO INC | CL A | 02361E108 | 729,450 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 520,625 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 5,376,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| APPLIED DIGITAL CORP | COM NEW | 038169207 | 3,778,030 | 404,500 | SH | SOLE | 404,500 | 0 | 0 | ||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 680,800 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 597,788 | 100,300 | SH | Call | SOLE | 100,300 | 0 | 0 | |
| ARCOSA INC | COM | 039653100 | 2,500,865 | 33,006 | SH | SOLE | 33,006 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 3,241,200 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 339,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 11,927,139 | 1,511,678 | SH | SOLE | 1,511,678 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 10,659,390 | 1,351,000 | SH | Call | SOLE | 1,351,000 | 0 | 0 | |
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | 549,990 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRISES | COM | 05614L209 | 442,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 5,856,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 | 24,752,112 | 1,852,703 | SH | SOLE | 1,852,703 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 4,597,379 | 5,300 | SH | SOLE | 5,300 | 0 | 0 | ||
| BROADWIND INC | COM NEW | 11161T207 | 668,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 2,349,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CAMTEK LTD | ORD | M20791105 | 534,450 | 15,000 | SH | Call | SOLE | 15,000 | 0 | 0 | |
| CAMTEK LTD | ORD | M20791105 | 1,282,680 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 395,550 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| CHART INDS INC | COM | 16115Q308 | 3,994,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CLEAN ENERGY FUELS CORP | COM | 184499101 | 2,480,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| CLEAN ENERGY FUELS CORP | COM | 184499101 | 1,249,920 | 252,000 | SH | SOLE | 252,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 2,614,800 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 811,650 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 7,608,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| DENISON MINES CORP | COM | 248356107 | 500,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| EBIX INC | COM NEW | 278715206 | 378,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ENOVIX CORPORATION | COM | 293594107 | 2,706,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ENVIVA INC | COM | 29415B103 | 813,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | 1,368,690 | 321,500 | SH | SOLE | 321,500 | 0 | 0 | ||
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | 9,936,000 | 1,656,000 | SH | SOLE | 1,656,000 | 0 | 0 | ||
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | 1,500,000 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| FABRINET | SHS | G3323L100 | 1,948,200 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 954,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| FERROGLOBE PLC | SHS | G33856108 | 4,913,100 | 1,030,000 | SH | SOLE | 1,030,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 14,731,975 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 840,990 | 10,200 | SH | SOLE | 10,200 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 9,756,920 | 353,000 | SH | SOLE | 353,000 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 8,236,200 | 278,250 | SH | SOLE | 278,250 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 4,749,000 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| FTAI AVIATION LTD | SHS | G3730V105 | 8,437,390 | 266,500 | SH | SOLE | 266,500 | 0 | 0 | ||
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | 1,505,520 | 408,000 | SH | SOLE | 408,000 | 0 | 0 | ||
| GATES INDL CORP PLC | ORD SHS | G39108108 | 269,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| GEN DIGITAL INC | COM | 668771108 | 10,202,500 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
| GEN DIGITAL INC | COM | 668771108 | 1,910,650 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 2,746,250 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 1,043,970 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 3,797,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 80,850 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| HARMONIC INC | COM | 413160102 | 13,962,795 | 863,500 | SH | SOLE | 863,500 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 1,098,213 | 12,250 | SH | SOLE | 12,250 | 0 | 0 | ||
| INFINERA CORP | COM | 45667G103 | 386,400 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| IPG PHOTONICS CORP | COM | 44980X109 | 1,290,290 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| IRIS ENERGY LTD | ORDINARY SHARES | Q4982L109 | 466,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| IRON MTN INC DEL | COM | 46284V101 | 8,238,900 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| ISHARES SILVER TR | ISHARES | 46428Q109 | 1,608,530 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| ISHARES SILVER TR | ISHARES | 46428Q109 | 5,222,500 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 25,090,800 | 348,000 | SH | SOLE | 348,000 | 0 | 0 | ||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 11,044,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 6,644,070 | 56,320 | SH | SOLE | 56,320 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 710,760 | 600 | SH | SOLE | 600 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,917,555 | 23,250 | SH | SOLE | 23,250 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,702,700 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 845,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 726,440 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 1,643,960 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 3,646,553 | 6,750 | SH | SOLE | 6,750 | 0 | 0 | ||
| MYR GROUP INC DEL | COM | 55405W104 | 1,037,550 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 | 263,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 858,956 | 1,950 | SH | SOLE | 1,950 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 293,200 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 5,076,240 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| OPAL FUELS INC | CLASS A COM | 68347P103 | 421,497 | 56,501 | SH | SOLE | 56,501 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 12,049,800 | 906,000 | SH | SOLE | 906,000 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 2,521,393 | 82,750 | SH | SOLE | 82,750 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 10,150,920 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 3,279,083 | 20,250 | SH | SOLE | 20,250 | 0 | 0 | ||
| ROIVANT SCIENCES LTD | SHS | G76279101 | 5,584,320 | 554,000 | SH | SOLE | 554,000 | 0 | 0 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 928,050 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |
| SENTINELONE INC | CL A | 81730H109 | 1,132,500 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
| SENTINELONE INC | CL A | 81730H109 | 9,697,975 | 642,250 | SH | SOLE | 642,250 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 1,854,501 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 766,800 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 1,735,140 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 5,323,395 | 30,250 | SH | SOLE | 30,250 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 88,656,000 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 705,499 | 6,650 | SH | SOLE | 6,650 | 0 | 0 | ||
| SPRUCE POWER HOLDING CORP | COM CL A | 9837FR100 | 899,556 | 1,108,100 | SH | SOLE | 1,108,100 | 0 | 0 | ||
| STEM INC | COM | 85859N102 | 8,025,160 | 1,403,000 | SH | SOLE | 1,403,000 | 0 | 0 | ||
| SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 5,035,250 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SUNOPTA INC | COM | 8676EP108 | 29,047,980 | 4,342,000 | SH | SOLE | 4,342,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 12,948,500 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 2,006,463 | 8,050 | SH | SOLE | 8,050 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 7,198,400 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| TABOOLA.COM LTD | ORD SHS | M8744T106 | 6,243,325 | 2,007,500 | SH | SOLE | 2,007,500 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 900,100 | 5,000 | SH | Put | SOLE | 5,000 | 0 | 0 | |
| TRITIUM DCFC LIMITED | ORDINARY SHARES | Q9225T108 | 21,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 6,078,336 | 140,800 | SH | SOLE | 140,800 | 0 | 0 | ||
| UNITED STS NAT GAS FD LP | UNIT PAR | 912318300 | 5,565,000 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 8,830,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| URANIUM RTY CORP | COM | 91702V101 | 100,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| VALMONT INDS INC | COM | 920253101 | 2,910,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| VERTEX INC | CL A | 92538J106 | 1,955,850 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 515,515 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 861,660 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 14,004,375 | 533,500 | SH | SOLE | 533,500 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 1,040,160 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 1,944,900 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 833,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 1,468,285 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 716,870 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||