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 |
| ALLIENT INC | COM | 019330109 | 8,062,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALMONTY INDS INC | COM NEW | 020398707 | 11,453,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 15,650,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 46,164,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 17,840,722 | 619,900 | SH | SOLE | 619,900 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 23,052,000 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ANDERSEN GROUP INC | CL A | 033853102 | 2,593,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 10,279,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 13,476,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 5,465,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 10,698,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ASP ISOTOPES INC | COM | 00218A105 | 4,413,750 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 2,830,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 11,358,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| BETA TECHNOLOGIES INC | COM SHS CL A | 086921103 | 5,642,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BIODESIX INC | COM | 09075X207 | 2,229,203 | 327,824 | SH | SOLE | 327,824 | 0 | 0 | ||
| BRIGHTVIEW HLDGS INC | COM | 10948C107 | 8,235,500 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 17,284,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 91,490,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CAMTEK LTD | ORD | M20791105 | 7,444,150 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 7,212,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 18,758,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| CODEXIS INC | COM | 192005106 | 6,269,650 | 3,846,411 | SH | SOLE | 3,846,411 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 17,512,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | 9,624,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ENERPAC TOOL GROUP CORP | CL A COM | 292765104 | 3,824,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 16,080,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 13,061,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FRANCO NEV CORP | COM | 351858105 | 20,728,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GARMIN LTD | SHS | H2906T109 | 10,142,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 | 13,006,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 45,302,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 31,553,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HILLMAN SOLUTIONS CORP | COM | 431636109 | 8,227,000 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| KAROOOOO LTD | ORD SHS | Y4600W108 | 10,244,325 | 225,150 | SH | SOLE | 225,150 | 0 | 0 | ||
| KOPIN CORP | COM | 500600101 | 16,380,000 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 8,559,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LIGHTPATH TECHNOLOGIES INC | COM CL A | 532257805 | 4,158,000 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 26,403,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 22,302,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 14,508,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 11,710,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 13,351,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 16,787,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NOVANTA INC | COM | 67000B104 | 44,621,250 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 111,900,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 8,837,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 17,775,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 10,578,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 3,942,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 12,750,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 20,926,100 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 30,389,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 13,549,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 23,505,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 21,043,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||