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
Expires: July 31, 2015
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
10X GENOMICS INC CL A COM 88025U109 320,982 8,372 SH SOLE 0 0 8,372
ABCELLERA BIOLOGICS INC COM 00288U106 172,041 21,916 SH SOLE 0 0 21,916
ADVANCED ENERGY INDS COM 007973100 3,754,957 10,070 SH SOLE 0 0 10,070
AMERICAN WTR WKS CO INC NEW COM 030420103 229,566 1,745 SH SOLE 0 0 1,745
ANALOG DEVICES INC COM 032654105 2,566,151 6,461 SH SOLE 0 0 6,461
APPLIED MATLS INC COM 038222105 10,157,659 14,049 SH SOLE 0 0 14,049
ARCHER AVIATION INC COM CL A 03945R102 578,432 122,290 SH SOLE 0 0 122,290
ARCTURUS THERAPEUTICS HLDGS COM 03969T109 182,052 27,091 SH SOLE 0 0 27,091
ARISTA NETWORKS INC COM SHS 040413205 1,563,406 9,203 SH SOLE 0 0 9,203
ARRAY TECHNOLOGIES INC COM SHS 04271T100 415,716 56,102 SH SOLE 0 0 56,102
ATLASSIAN CORPORATION CL A 049468101 232,359 2,987 SH SOLE 0 0 2,987
AUTODESK INC COM 052769106 560,513 2,883 SH SOLE 0 0 2,883
INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA 46144X586 3,432,641 63,058 SH SOLE 0 0 63,058
AZENTA INC COM 114340102 226,465 8,874 SH SOLE 0 0 8,874
BEAM GLOBAL COM 07373B109 52,657 40,505 SH SOLE 0 0 40,505
BEAM THERAPEUTICS INC COM 07373V105 259,768 7,569 SH SOLE 0 0 7,569
BETA TECHNOLOGIES INC COM SHS CL A 086921103 357,546 21,346 SH SOLE 0 0 21,346
BILLIONTOONE INC CL A 090168105 623,536 5,197 SH SOLE 0 0 5,197
BROADCOM INC COM 11135F101 2,226,531 5,894 SH SOLE 0 0 5,894
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 4,376,856 117,911 SH SOLE 0 0 117,911
BUTTERFLY NETWORK INC COM CL A 124155102 1,420,185 168,668 SH SOLE 0 0 168,668
CADENCE DESIGN SYSTEM INC COM 127387108 1,036,259 2,761 SH SOLE 0 0 2,761
CALIFORNIA WTR SVC GROUP COM 130788102 380,922 7,830 SH SOLE 0 0 7,830
CANADIAN SOLAR INC COM 136635109 614,687 38,370 SH SOLE 0 0 38,370
CARIBOU BIOSCIENCES INC COM 142038108 641,210 364,324 SH SOLE 0 0 364,324
CASTLE BIOSCIENCES INC COM 14843C105 237,093 9,941 SH SOLE 0 0 9,941
CISCO SYS INC COM 17275R102 1,377,326 11,726 SH SOLE 0 0 11,726
CLOUDFLARE INC CL A COM 18915M107 1,815,317 7,401 SH SOLE 0 0 7,401
COMMERCIAL METALS CO COM 201723103 1,272,743 20,283 SH SOLE 0 0 20,283
CORNING INC COM 219350105 6,701,526 26,236 SH SOLE 0 0 26,236
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 3,043,550 55,804 SH SOLE 0 0 55,804
CROWDSTRIKE HLDGS INC CL A 22788C105 2,806,066 3,677 SH SOLE 0 0 3,677
DATADOG INC CL A COM 23804L103 1,287,220 4,944 SH SOLE 0 0 4,944
DOCUSIGN INC COM 256163106 431,052 9,704 SH SOLE 0 0 9,704
DUOLINGO INC CL A COM 26603R106 286,515 2,491 SH SOLE 0 0 2,491
ECARX HOLDINGS INC CLASS A ORD G29201103 67,341 52,202 SH SOLE 0 0 52,202
EDITAS MEDICINE INC COM 28106W103 505,589 156,046 SH SOLE 0 0 156,046
ENERGY VAULT HOLDINGS INC COM 29280W109 482,073 102,351 SH SOLE 0 0 102,351
ENPHASE ENERGY INC COM 29355A107 802,021 16,288 SH SOLE 0 0 16,288
ESS TECH INC COM NEW 26916J205 109,986 115,775 SH SOLE 0 0 115,775
EVERPURE INC CL A 74624M102 869,448 11,035 SH SOLE 0 0 11,035
EVERSPIN TECHNOLOGIES INC COM 30041T104 1,073,979 44,416 SH SOLE 0 0 44,416
EXTREME NETWORKS INC COM 30226D106 800,348 24,725 SH SOLE 0 0 24,725
FIRST SOLAR INC COM 336433107 1,103,821 4,678 SH SOLE 0 0 4,678
FLEX LTD ORD Y2573F102 2,320,194 14,316 SH SOLE 0 0 14,316
FLUENCE ENERGY INC COM CL A 34379V103 553,439 27,839 SH SOLE 0 0 27,839
T1 ENERGY INC COM NEW 35834F104 2,269,607 239,410 SH SOLE 0 0 239,410
GARMIN LTD SHS H2906T109 1,491,936 6,281 SH SOLE 0 0 6,281
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209 134,241 13,546 SH SOLE 0 0 13,546
GITLAB INC CLASS A COM 37637K108 211,787 6,937 SH SOLE 0 0 6,937
GRAIL INC COM 384747101 354,594 5,194 SH SOLE 0 0 5,194
GUARDANT HEALTH INC COM 40131M109 385,427 2,569 SH SOLE 0 0 2,569
HONEST CO INC COM 438333106 1,091,676 298,272 SH SOLE 0 0 298,272
HORIZON TECHNOLOGY FIN CORP COM 44045A102 2,033,489 429,913 SH SOLE 0 0 429,913
ILLUMINA INC COM 452327109 772,949 4,396 SH SOLE 0 0 4,396
INOVIO PHARMACEUTICALS INC COM SHS 45773H409 74,861 68,055 SH SOLE 0 0 68,055
INTELLIA THERAPEUTICS INC COM 45826J105 234,951 13,886 SH SOLE 0 0 13,886
INTERFACE INC COM 458665304 2,476,443 69,097 SH SOLE 0 0 69,097
INTERNATIONAL BUSINESS MACHS COM 459200101 5,604,260 19,929 SH SOLE 0 0 19,929
INTUITIVE MACHINES INC CLASS A COM 46125A100 560,953 26,225 SH SOLE 0 0 26,225
ITRON INC COM 465741106 483,530 5,588 SH SOLE 0 0 5,588
JAMES HARDIE INDS PLC ORD SHS G4253H101 454,338 20,851 SH SOLE 0 0 20,851
JOBY AVIATION INC COMMON STOCK G65163100 370,787 41,568 SH SOLE 0 0 41,568
LAM RESEARCH CORP COM NEW 512807306 11,778,964 27,182 SH SOLE 0 0 27,182
MARVELL TECHNOLOGY INC COM 573874104 2,589,122 8,692 SH SOLE 0 0 8,692
MICROCHIP TECHNOLOGY INC. COM 595017104 738,865 8,102 SH SOLE 0 0 8,102
MICRON TECHNOLOGY INC COM 595112103 7,668,924 6,644 SH SOLE 0 0 6,644
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 131,522 13,587 SH SOLE 0 0 13,587
MODERNA INC COM 60770K107 2,364,073 33,758 SH SOLE 0 0 33,758
MONOLITHIC PWR SYS INC COM 609839105 1,089,499 788 SH SOLE 0 0 788
NATURAL GROCERS BY VITAMIN COM 63888U108 2,004,315 64,614 SH SOLE 0 0 64,614
NEXTPOWER INC CLASS A COM 65290E101 2,820,044 23,670 SH SOLE 0 0 23,670
NVIDIA CORPORATION COM 67066G104 1,200,753 6,001 SH SOLE 0 0 6,001
ORMAT TECHNOLOGIES INC COM 686688102 660,210 6,063 SH SOLE 0 0 6,063
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 300,140 178,655 SH SOLE 0 0 178,655
PAGERDUTY INC COM 69553P100 347,535 36,014 SH SOLE 0 0 36,014
PALO ALTO NETWORKS INC COM 697435105 1,414,210 4,147 SH SOLE 0 0 4,147
PAYPAL HLDGS INC COM 70450Y103 567,546 13,144 SH SOLE 0 0 13,144
PERSONALIS INC COM 71535D106 904,058 67,467 SH SOLE 0 0 67,467
PONY AI INC SPONSORED ADS 732908108 288,314 41,484 SH SOLE 0 0 41,484
PRIME MEDICINE INC COM 74168J101 682,735 185,023 SH SOLE 0 0 185,023
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 280,156 11,463 SH SOLE 0 0 11,463
QUALCOMM INC COM 747525103 4,075,822 22,057 SH SOLE 0 0 22,057
QUANTUM SI INC COM CL A 74765K105 40,640 45,921 SH SOLE 0 0 45,921
QUANTUMSCAPE CORP COM CL A 74767V109 1,016,714 134,486 SH SOLE 0 0 134,486
RAPID7 INC COM 753422104 82,863 10,230 SH SOLE 0 0 10,230
RECURSION PHARMACEUTICALS IN CL A 75629V104 541,486 147,544 SH SOLE 0 0 147,544
REGENERON PHARMACEUTICALS COM 75886F107 212,711 341 SH SOLE 0 0 341
REMITLY GLOBAL INC COM 75960P104 222,980 9,950 SH SOLE 0 0 9,950
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 2,113,004 121,787 SH SOLE 0 0 121,787
RUBRIK INC. CL A 781154109 448,444 5,586 SH SOLE 0 0 5,586
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 5,478,305 5,677 SH SOLE 0 0 5,677
SENTINELONE INC CL A 81730H109 755,912 44,544 SH SOLE 0 0 44,544
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 160,845 16,247 SH SOLE 0 0 16,247
SIMULATIONS PLUS INC COM 829214105 249,126 13,606 SH SOLE 0 0 13,606
SOPHIA GENETICS SA ORDINARY SHARES H82027105 246,754 42,765 SH SOLE 0 0 42,765
SPROUTS FMRS MKT INC COM 85208M102 1,309,890 15,487 SH SOLE 0 0 15,487
SUNRUN INC COM 86771W105 683,343 51,072 SH SOLE 0 0 51,072
SURO CAPITAL CORP COM NEW 86887Q109 744,563 59,375 SH SOLE 0 0 59,375
SYMBOTIC INC CLASS A COM 87151X101 759,026 16,886 SH SOLE 0 0 16,886
SYNOPSYS INC COM 871607107 228,203 512 SH SOLE 0 0 512
TEMPUS AI INC CL A 88023B103 2,725,607 47,050 SH SOLE 0 0 47,050
TREX INC COM 89531P105 887,960 17,745 SH SOLE 0 0 17,745
TWILIO INC CL A 90138F102 823,050 3,989 SH SOLE 0 0 3,989
TWIST BIOSCIENCE CORP COM 90184D100 532,713 5,178 SH SOLE 0 0 5,178
UIPATH INC CL A 90364P105 312,458 28,745 SH SOLE 0 0 28,745
UNIVERSAL DISPLAY CORP COM 91347P105 403,033 4,654 SH SOLE 0 0 4,654
VAIL RESORTS INC COM 91879Q109 738,175 5,422 SH SOLE 0 0 5,422
VERTEX PHARMACEUTICALS INC COM 92532F100 274,195 552 SH SOLE 0 0 552
VITAL FARMS INC COM 92847W103 559,229 48,085 SH SOLE 0 0 48,085
XYLEM INC COM 98419M100 601,596 5,089 SH SOLE 0 0 5,089
YETI HLDGS INC COM 98585X104 259,694 5,240 SH SOLE 0 0 5,240
ZSCALER INC COM 98980G102 397,620 2,817 SH SOLE 0 0 2,817