The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| QuantumScape CORP | COM | 74767V109 | 7,537,943 | 339,700 | SH | Call | SOLE | 0 | 7,537,943 | 0 | 0 |
| ALPHABET INC | COM | 02079K107 | 12,352,736 | 4,269 | SH | Call | SOLE | 0 | 12,352,736 | 0 | 0 |
| AMAZON.COM INC | COM | 023135106 | 2,334,038 | 700 | SH | Call | SOLE | 0 | 2,334,038 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 | 1,581,930 | 9,000 | SH | Call | SOLE | 0 | 1,581,930 | 0 | 0 |
| LAUDER ESTEE COS INC | COM | 518439104 | 1,851,000 | 5,000 | SH | Call | SOLE | 0 | 1,851,000 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 | 1,565,800 | 4,000 | SH | Call | SOLE | 0 | 1,565,800 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | 16,816,336 | 50,001 | SH | Call | SOLE | 0 | 16,816,336 | 0 | 0 |
| SHOPIFY INC - CLASS A | COM | 82509L107 | 6,997,141 | 5,080 | SH | Call | SOLE | 0 | 6,997,141 | 0 | 0 |
| TESLA INC | COM | 88160R101 | 65,319,572 | 61,810 | SH | Call | SOLE | 0 | 65,319,572 | 0 | 0 |
| FACEBOOK INC | COM | 30303M102 | 16,493,259 | 49,036 | SH | Call | SOLE | 0 | 16,493,259 | 0 | 0 |
| ALCOA CORP | COM | 013872106 | 37,496,732 | 629,351 | SH | Call | SOLE | 0 | 37,496,732 | 0 | 0 |
| Cloudflare Inc | COM | 18915M107 | 3,550,500 | 27,000 | SH | Call | SOLE | 0 | 3,550,500 | 0 | 0 |
| RLX TECHNOLOGY INC | ADR | 74969N103 | 6,493,636 | 1,665,035 | SH | Call | SOLE | 0 | 6,493,636 | 0 | 0 |
| OKTA INC | COM | 679295105 | 896,680 | 4,000 | SH | Call | SOLE | 0 | 896,680 | 0 | 0 |
| SNOWFLAKE INC-CLASS A | COM | 833445109 | 508,125 | 1,500 | SH | Call | SOLE | 0 | 508,125 | 0 | 0 |
| CROWDSTRIKE HOLDINGS INC - A | COM | 22788C105 | 614,250 | 3,000 | SH | Call | SOLE | 0 | 614,250 | 0 | 0 |
| NVIDIA CORP | COM | 67066G104 | 1,470,550 | 5,000 | SH | Call | SOLE | 0 | 1,470,550 | 0 | 0 |
| ADVANCED MICRO DEVICES | COM | 007903107 | 1,439,000 | 10,000 | SH | Call | SOLE | 0 | 1,439,000 | 0 | 0 |
| AIRBNB INC | COM | 009066101 | 998,940 | 6,000 | SH | Call | SOLE | 0 | 998,940 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 | 1,670,916 | 5,200 | SH | Call | SOLE | 0 | 1,670,916 | 0 | 0 |
| DATADOG INC - CLASS A | COM | 23804L103 | 890,550 | 5,000 | SH | Call | SOLE | 0 | 890,550 | 0 | 0 |
| NXP SEMICONDUCTORS NV | COM | 000953878 | 683,340 | 3,000 | SH | Call | SOLE | 0 | 683,340 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 679,200 | 10,000 | SH | Call | SOLE | 0 | 679,200 | 0 | 0 |
| SPOTIFY TECHNOLOGY SA | COM | 177876291 | 1,002,818 | 4,285 | SH | Call | SOLE | 0 | 1,002,818 | 0 | 0 |
| Inmode Ltd | COM | 001159599 | 1,009,294 | 14,300 | SH | Call | SOLE | 0 | 1,009,294 | 0 | 0 |
| XPENG INC - ADR | ADR | 98422D105 | 1,243,151 | 24,700 | SH | Call | SOLE | 0 | 1,243,151 | 0 | 0 |
| PLUG POWER INC | COM | 72919P202 | 875,130 | 31,000 | SH | Call | SOLE | 0 | 875,130 | 0 | 0 |
| BALLARD POWER SYSTEMS INC | COM | 058586108 | 977,168 | 77,800 | SH | Call | SOLE | 0 | 977,168 | 0 | 0 |
| Allbirds Inc-CL A | COM | 01675A109 | 2,322,320 | 154,000 | SH | Call | SOLE | 0 | 2,322,320 | 0 | 0 |
| Solid Power Inc | COM | 83422N105 | 1,431,175 | 163,750 | SH | Call | SOLE | 0 | 1,431,175 | 0 | 0 |