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
hours per response: 23.8
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 77543R102 30,065 240,000 SH   SOLE   240,000 0 0
Wolfspeed, Inc. Common Stock 977852102 23,911 210,000 SH   SOLE   210,000 0 0
Cloudflare, Inc. Common Stock 18915M107 11,970 100,000 SH   SOLE   100,000 0 0
Domo, Inc. Common Stock 257554105 11,631 230,000 SH   SOLE   230,000 0 0
Bill.com Holdings, Inc. Common Stock 090043100 11,340 50,000 SH   SOLE   50,000 0 0
Chegg, Inc. Common Stock 163092109 11,247 310,000 SH   SOLE   310,000 0 0
Zscaler, Inc. Common Stock 98980G102 9,651 40,000 SH   SOLE   40,000 0 0
Enphase Energy, Inc. Common Stock 29355A107 9,080 45,000 SH   SOLE   45,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 8,704 27,000 SH   SOLE   27,000 0 0
DocuSign, Inc. Common Stock 256163106 6,427 60,000 SH   SOLE   60,000 0 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 6,349 310,000 SH   SOLE   310,000 0 0
PagerDuty, Inc. Common Stock 69553P100 5,129 150,000 SH   SOLE   150,000 0 0
Twilio, Inc. Common Stock 90138F102 4,944 30,000 SH   SOLE   30,000 0 0
Zendesk, Inc. Common Stock 98936J101 4,812 40,000 SH   SOLE   40,000 0 0
Upwork, Inc. Common Stock 91688F104 4,648 200,000 SH   SOLE   200,000 0 0
MongoDB,Inc. Common Stock 60937P106 4,436 10,000 SH   SOLE   10,000 0 0
Netflix, Inc. Common Stock 64110L106 3,746 10,000 SH   SOLE   10,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 3,113 5,000 SH   SOLE   5,000 0 0
Workday, Inc. Common Stock 98138H101 2,395 10,000 SH   SOLE   10,000 0 0
Coupa Software, Inc. Common Stock 22266L106 2,033 20,000 SH   SOLE   20,000 0 0
ViaSat, Inc. Common Stock 92552V100 1,952 40,000 SH   SOLE   40,000 0 0
AeroVironment, Inc. Common Stock 008073108 1,883 20,000 SH   SOLE   20,000 0 0
Okta, Inc. Common Stock 679295105 1,510 10,000 SH   SOLE   10,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 1,207 35,000 SH   SOLE   35,000 0 0
Astra Space, Inc. Common Stock 04634X103 1,158 300,000 SH   SOLE   300,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 1,157 10,000 SH   SOLE   10,000 0 0
Fastly, Inc. Common Stock 31188V100 869 50,000 SH   SOLE   50,000 0 0
Maxar Technologyies, Inc. Common Stock 57778K105 789 20,000 SH   SOLE   20,000 0 0
EVgo, Inc. Common Stock 30052F100 772 60,000 SH   SOLE   60,000 0 0
Quanta Services, Inc. Common Stock 74762E102 658 5,000 SH   SOLE   5,000 0 0
Hyzon Motors, Inc. Common Stock 44951Y102 631 98,795 SH   SOLE   98,795 0 0
Corning, Inc. Common Stock 219350105 608 16,460 SH   SOLE   16,460 0 0
SunPower Corp. - Class B Common Stock 867652406 428 19,931 SH   SOLE   19,931 0 0
First Solar, Inc. Common Stock 336433107 419 5,000 SH   SOLE   5,000 0 0
Social Capital Hedosophia Holdings Corp. Common Stock G8251L105 404 40,000 SH   SOLE   40,000 0 0
Sunrun, Inc. Common Stock 86771W105 352 11,600 SH   SOLE   11,600 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 332 10,887 SH   SOLE   10,887 0 0
ON Semiconductor Corp. Common Stock 682189105 313 5,000 SH   SOLE   5,000 0 0
Itron, Inc. Common Stock 465741106 293 5,565 SH   SOLE   5,565 0 0
Coursera, Inc. Common Stock 22266M104 230 10,000 SH   SOLE   10,000 0 0
ABB LTD. Common Stock 000375204 226 7,000 SH   SOLE   7,000 0 0
Spring Valley Acquisition Corp. Common Stock G8377A108 209 20,000 SH   SOLE   20,000 0 0
Net 1 UEPS Technologies, Inc. Common Stock 64107N206 176 30,000 SH   SOLE   30,000 0 0
CytoDyn, Inc. Common Stock 23283M101 82 222,730 SH   SOLE   222,730 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102 72 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 39 14,000 SH   SOLE   14,000 0 0
Queen's Gambit Growth Capital Common Stock G7315C119 9 13,333 SH   SOLE   13,333 0 0