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 |
| ||||||||||||||||||||
| 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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 8,056,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 27,503,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALTUS POWER INC | COM CL A | 02217A102 | 3,052,800 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 46,582,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 14,160,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 11,508,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 4,041,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 21,451,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 8,332,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ASP ISOTOPES INC | COM | 00218A105 | 4,726,000 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 41,325,221 | 1,492,424 | SH | SOLE | 1,492,424 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 11,988,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BILL HOLDINGS INC | COM | 090043100 | 7,914,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BIODESIX INC | COM | 09075X108 | 14,742,832 | 8,282,490 | SH | SOLE | 8,282,490 | 0 | 0 | ||
| BOWLERO CORP | CL A COM | 10258P102 | 5,870,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BRIGHTVIEW HLDGS INC | COM | 10948C107 | 12,592,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 10,870,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 62,088,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 16,022,500 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 6,736,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 31,422,300 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CODEXIS INC | COM | 192005106 | 8,304,946 | 2,696,411 | SH | SOLE | 2,696,411 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 18,060,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 37,720,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 7,172,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| F5 INC | COM | 315616102 | 13,212,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 14,966,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FRANCO NEV CORP | COM | 351858105 | 6,212,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 14,976,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GARMIN LTD | SHS | H2906T109 | 23,764,050 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 36,607,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 25,470,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HILLMAN SOLUTIONS CORP | COM | 431636109 | 7,920,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 12,991,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| INNOSPEC INC | COM | 45768S105 | 15,832,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| KORNIT DIGITAL LTD | SHS | M6372Q113 | 1,033,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 28,622,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,606,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 4,428,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 6,414,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| NEXGEN ENERGY LTD | COM | 65340P106 | 13,060,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 17,892,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 139,656,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| ONTO INNOVATION INC | COM | 683344105 | 6,226,800 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| RXSIGHT INC | COM | 78349D107 | 14,878,430 | 301,000 | SH | SOLE | 301,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 35,775,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 17,367,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 3,667,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TERNS PHARMACEUTICALS INC | COM | 880881107 | 2,502,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 14,459,900 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 11,274,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VERRA MOBILITY CORP | CL A COM STK | 92511U102 | 19,467,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 11,627,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 2,984,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 12,517,400 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 3,664,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
