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 INC | COM | 00724F101 | 637,375 | 1,250 | SH | SOLE | 1,250 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,680,323 | 12,750 | SH | SOLE | 12,750 | 0 | 0 | ||
| ALTIMMUNE INC | COM NEW | 02155H200 | 2,579,330 | 992,050 | SH | SOLE | 992,050 | 0 | 0 | ||
| ALTUS POWER INC | COM CL A | 02217A102 | 5,906,250 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,130,425 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,356,000 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| APPLIED DIGITAL CORP | COM NEW | 038169207 | 312,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ARCBEST CORP | COM | 03937C105 | 5,074,570 | 50,050 | SH | SOLE | 50,050 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 919,650 | 5,000 | SH | Put | SOLE | 5,000 | 0 | 0 | |
| ASPEN AEROGELS INC | COM | 04523Y105 | 13,287,000 | 1,545,000 | SH | SOLE | 1,545,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 7,310,000 | 850,000 | SH | Call | SOLE | 850,000 | 0 | 0 | |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | 6,596,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 | 20,921,951 | 1,853,140 | SH | SOLE | 1,853,140 | 0 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 663,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 5,367,120 | 101,650 | SH | SOLE | 101,650 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 1,993,392 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 937,200 | 4,000 | SH | Put | SOLE | 4,000 | 0 | 0 | |
| CAMECO CORP | COM | 13321L108 | 1,982,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CAMTEK LTD | ORD | M20791105 | 379,786 | 6,100 | SH | SOLE | 6,100 | 0 | 0 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 22,783,984 | 929,200 | SH | SOLE | 929,200 | 0 | 0 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 17,164,000 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 217,120 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| CLEAN ENERGY FUELS CORP | COM | 184499101 | 1,915,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| CLEAN ENERGY FUELS CORP | COM | 184499101 | 287,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 1,963,650 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 7,400,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DENISON MINES CORP | COM | 248356107 | 830,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 1,880,883 | 40,250 | SH | SOLE | 40,250 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 203,100 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 872,900 | 7,250 | SH | SOLE | 7,250 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 1,204,000 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |
| ENOVIX CORPORATION | COM | 293594107 | 627,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | 4,531,125 | 2,107,500 | SH | SOLE | 2,107,500 | 0 | 0 | ||
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | 2,150,000 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| ESS TECH INC | COMMON STOCK | 26916J106 | 376,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 3,363,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | 486,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | 6,152,760 | 1,266,000 | SH | SOLE | 1,266,000 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 1,616,214 | 9,700 | SH | SOLE | 9,700 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 5,309,200 | 1,021,000 | SH | SOLE | 1,021,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 11,682,957 | 72,300 | SH | SOLE | 72,300 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 784,460 | 12,200 | SH | SOLE | 12,200 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 10,616,630 | 393,500 | SH | SOLE | 393,500 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 994,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 6,358,275 | 173,250 | SH | SOLE | 173,250 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 5,474,700 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 5,332,500 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | 830,760 | 258,000 | SH | SOLE | 258,000 | 0 | 0 | ||
| FTC SOLAR INC | COM | 30320C103 | 800,000 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| GEN DIGITAL INC | COM | 668771108 | 3,589,040 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | ||
| GEN DIGITAL INC | COM | 668771108 | 12,376,000 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
| GITLAB INC | CLASS A COM | 37637K108 | 271,320 | 6,000 | SH | Put | SOLE | 6,000 | 0 | 0 | |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 2,704,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 4,607,955 | 478,500 | SH | SOLE | 478,500 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 4,190,180 | 118,000 | SH | SOLE | 118,000 | 0 | 0 | ||
| ISHARES SILVER TR | ISHARES | 46428Q109 | 2,034,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ISHARES SILVER TR | ISHARES | 46428Q109 | 5,085,000 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 16,720,080 | 276,000 | SH | SOLE | 276,000 | 0 | 0 | ||
| KRANESHARES TR | CSI CHI INTERNET | 500767306 | 1,369,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 5,709,450 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 1,346,070 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 1,894,550 | 35,000 | SH | Put | SOLE | 35,000 | 0 | 0 | |
| MASTEC INC | COM | 576323109 | 3,995,774 | 55,520 | SH | SOLE | 55,520 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,900,170 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 747,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 3,160,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 743,438 | 16,250 | SH | SOLE | 16,250 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 1,686,300 | 3,650 | SH | SOLE | 3,650 | 0 | 0 | ||
| MYR GROUP INC DEL | COM | 55405W104 | 1,010,700 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| NEXGEN ENERGY LTD | COM | 65340P106 | 598,586 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 8,019,000 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,609,520 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 1,222,650 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 5,857,525 | 701,500 | SH | SOLE | 701,500 | 0 | 0 | ||
| PACIRA BIOSCIENCES INC | COM | 695127100 | 4,571,320 | 149,000 | SH | Call | SOLE | 149,000 | 0 | 0 | |
| PACIRA BIOSCIENCES INC | COM | 695127100 | 9,510,800 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 409,220 | 7,000 | SH | Call | SOLE | 7,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,286,120 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 1,521,945 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 11,790,260 | 180,500 | SH | SOLE | 180,500 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 326,600 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 980,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 420,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ROIVANT SCIENCES LTD | SHS | G76279101 | 5,256,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 1,482,390 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 2,210,302 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 5,830,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SEMTECH CORP | COM | 816850101 | 2,384,450 | 92,600 | SH | SOLE | 92,600 | 0 | 0 | ||
| SEMTECH CORP | COM | 816850101 | 1,931,250 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
| SENTINELONE INC | CL A | 81730H109 | 8,632,320 | 512,000 | SH | SOLE | 512,000 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 337,200 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 2,794,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| SPRINKLR INC | CL A | 85208T107 | 1,176,400 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| STEM INC | COM | 85859N102 | 4,494,400 | 1,060,000 | SH | SOLE | 1,060,000 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 1,361,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SUNOPTA INC | COM | 8676EP108 | 16,897,005 | 5,013,948 | SH | SOLE | 5,013,948 | 0 | 0 | ||
| SUNOPTA INC | COM | 8676EP108 | 2,022,000 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| SUNRUN INC | COM | 86771W105 | 1,884,000 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| SUNRUN INC | COM | 86771W105 | 13,891,360 | 1,106,000 | SH | SOLE | 1,106,000 | 0 | 0 | ||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 2,276,026 | 8,300 | SH | SOLE | 8,300 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 4,387,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TABOOLA.COM LTD | ORD SHS | M8744T106 | 4,875,835 | 1,286,500 | SH | SOLE | 1,286,500 | 0 | 0 | ||
| TELUS INTL CDA INC | SUB VTG SHS | 87975H100 | 114,300 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |
| TERADYNE INC | COM | 880770102 | 577,645 | 5,750 | SH | SOLE | 5,750 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 3,219,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 3,624,500 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| VERTEX INC | CL A | 92538J106 | 1,409,100 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 427,800 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 10,783,500 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 1,460,160 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 2,433,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 777,950 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 313,120 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 82,400 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |