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 |
| ROKU INC | Common Stock | 77543R102 | 8,288,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| BLOOM ENERGY CORP | Common Stock | 093712107 | 7,567,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ROCKET LAB CORP | Common Stock | 773121108 | 6,099,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| COHERENT CORP | Common Stock | 19247G107 | 3,944,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| OKLO INC | Common Stock | 02156V109 | 3,139,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| VIASAT INC | Common Stock | 92552V100 | 2,694,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ASM INTERNATIONAL NV | Common Stock | N07045102 | 2,297,720 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| BROADCOM INC | Common Stock | 11135F101 | 1,888,750 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| CORNING INC | Common Stock | 219350105 | 1,650,078 | 6,460 | SH | SOLE | 6,460 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | Common Stock | 69608A108 | 1,516,710 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| QUANTA SERVICES INC | Common Stock | 74762E102 | 1,512,084 | 2,100 | SH | SOLE | 2,100 | 0 | 0 | ||
| ROBINHOOD MARKETS INC | Common Stock | 770700102 | 1,504,200 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| FIREFLY AEROSPACE INC | Common Stock | 31816X106 | 1,470,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SOFI TECHNOLOGIES INC | Common Stock | 83406F102 | 1,434,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| NETFLIX INC | Common Stock | 64110L106 | 1,428,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VOYAGER TECHNOLOGIES INC | Common Stock | 92892B103 | 1,290,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| REDWIRE CORP | Common Stock | 75776W103 | 1,223,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | Common Stock | 040413205 | 849,400 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| TOAST INC | Common Stock | 888787108 | 834,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| PLANET LABS PBC | Common Stock | 72703X106 | 828,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | Common Stock | 04523Y105 | 792,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DOMO INC | Common Stock | 257554105 | 782,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ABB LTD | Common Stock | 000375204 | 760,900 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| AXCELIS TECHNOLOGIES INC | Common Stock | 054540208 | 757,800 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| INTUITIVE MACHINES INC | Common Stock | 46125A100 | 641,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | Common Stock | 29355A107 | 640,120 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| WILLIAMS COS INC/THE | Common Stock | 969457100 | 594,720 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| WOLFSPEED INC | Common Stock | 97785W106 | 590,966 | 12,248 | SH | SOLE | 12,248 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | Common Stock | 682189105 | 567,240 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| BLACKSKY TECHNOLOGY INC | Common Stock | 09263B207 | 558,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| GE VERNOVA INC | Common Stock | 36828A101 | 469,944 | 400 | SH | SOLE | 400 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | Common Stock | 83417M104 | 467,520 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | Common Stock | 05605H100 | 389,300 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| TOTALENERGIES SE | Common Stock | F92124100 | 388,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| STMICROELECTRONICS NV | Common Stock | 861012102 | 374,450 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | Common Stock | 90353T100 | 360,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| MONOLITHIC POWER SYSTEMS INC | Common Stock | 609839105 | 276,472 | 200 | SH | SOLE | 200 | 0 | 0 | ||
| CHEGG INC | Common Stock | 163092109 | 262,600 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| FIRST SOLAR INC | Common Stock | 336433107 | 235,960 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | Common Stock | 686688102 | 217,800 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ITRON INC | Common Stock | 465741106 | 173,060 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| COINBASE GLOBAL INC | Common Stock | 19260Q107 | 146,190 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| KONINKLIJKE PHILIPS NV | Common Stock | 500472303 | 139,920 | 5,146 | SH | SOLE | 5,146 | 0 | 0 | ||
| SUNPOWER INC | Common Stock | 20460L104 | 103,095 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CARRIER GLOBAL CORP | Common Stock | 14448C104 | 73,350 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| HONEYWELL INTERNATIONAL INC | Common Stock | 438516205 | 64,931 | 290 | SH | SOLE | 290 | 0 | 0 | ||
| HONEYWELL AEROSPACE INC | Common Stock | 43849R105 | 64,113 | 290 | SH | SOLE | 290 | 0 | 0 | ||
| COURSERA INC | Common Stock | 22266M104 | 56,400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NUSCALE POWER CORP | Common Stock | 67079K100 | 50,150 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| ACCELLERON INDUSTRIES AG | Common Stock | 00449R109 | 35,529 | 350 | SH | SOLE | 350 | 0 | 0 | ||
| CHARGEPOINT HOLDINGS INC | Common Stock | 15961R303 | 17,730 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| ARQ INC | Common Stock | 00770C101 | 17,340 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
| ORION ENERGY SYSTEMS INC | Common Stock | 686275207 | 16,366 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | ||
| SOLSTICE ADVANCED MATERIALS INC | Common Stock | 83443Q103 | 12,847 | 145 | SH | SOLE | 145 | 0 | 0 | ||