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 532,220 5,890 SH SOLE 5,890 0 0
ABCELLERA BIOLOGICS INC COM 00288U106 334,549 22,930 SH SOLE 22,930 0 0
ADVANCED ENERGY INDS COM 007973100 2,950,222 10,468 SH SOLE 10,468 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 371,792 2,872 SH SOLE 2,872 0 0
AMKOR TECHNOLOGY INC COM 031652100 403,326 7,700 SH SOLE 7,700 0 0
ANALOG DEVICES INC COM 032654105 2,412,902 6,082 SH SOLE 6,082 0 0
APPLIED MATLS INC COM 038222105 6,664,510 13,032 SH SOLE 13,032 0 0
ARCHER AVIATION INC COM CL A 03945R102 859,770 172,992 SH SOLE 172,992 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109 400,213 29,234 SH SOLE 29,234 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,071,325 10,174 SH SOLE 10,174 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 431,794 107,145 SH SOLE 107,145 0 0
ATLASSIAN CORPORATION CL A 049468101 488,745 2,726 SH SOLE 2,726 0 0
AUTODESK INC COM 052769106 522,709 2,501 SH SOLE 2,501 0 0
AZENTA INC COM 114340102 320,535 9,187 SH SOLE 9,187 0 0
BEAM GLOBAL COM 07373B109 33,873 29,976 SH SOLE 29,976 0 0
BETA TECHNOLOGIES INC COM SHS CL A 086921103 475,327 21,508 SH SOLE 21,508 0 0
BILLIONTOONE INC CL A 090168105 557,639 5,239 SH SOLE 5,239 0 0
BROADCOM INC COM 11135F101 1,959,040 5,578 SH SOLE 5,578 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 3,329,932 117,999 SH SOLE 117,999 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 1,337,316 149,254 SH SOLE 149,254 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 501,551 1,519 SH SOLE 1,519 0 0
CANADIAN SOLAR INC COM 136635109 449,142 38,988 SH SOLE 38,988 0 0
CARIBOU BIOSCIENCES INC COM 142038108 700,335 551,445 SH SOLE 551,445 0 0
CASTLE BIOSCIENCES INC COM 14843C105 491,309 13,828 SH SOLE 13,828 0 0
CISCO SYS INC COM 17275R102 262,597 2,440 SH SOLE 2,440 0 0
CLOUDFLARE INC CL A COM 18915M107 2,275,379 6,552 SH SOLE 6,552 0 0
COMMERCIAL METALS CO COM 201723103 1,435,847 23,122 SH SOLE 23,122 0 0
CORNING INC COM 219350105 3,097,732 20,147 SH SOLE 20,147 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 3,141,402 56,786 SH SOLE 56,786 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,505,555 13,241 SH SOLE 13,241 0 0
DATADOG INC CL A COM 23804L103 1,241,362 4,533 SH SOLE 4,533 0 0
DOCUSIGN INC COM 256163106 900,952 13,417 SH SOLE 13,417 0 0
DUOLINGO INC CL A COM 26603R106 540,693 3,797 SH SOLE 3,797 0 0
ECARX HOLDINGS INC CLASS A ORD G29201103 57,023 54,308 SH SOLE 54,308 0 0
EDITAS MEDICINE INC COM 28106W103 62,459 24,303 SH SOLE 24,303 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 296,845 74,772 SH SOLE 74,772 0 0
ENPHASE ENERGY INC COM 29355A107 559,972 16,974 SH SOLE 16,974 0 0
ESS TECH INC COM NEW 26916J205 6,285 36,973 SH SOLE 36,973 0 0
EVERPURE INC CL A 74624M102 1,356,319 10,371 SH SOLE 10,371 0 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 824,028 44,687 SH SOLE 44,687 0 0
EXTREME NETWORKS INC COM 30226D106 448,648 20,916 SH SOLE 20,916 0 0
FERVO ENERGY CO CL A COM 31556C106 842,662 62,006 SH SOLE 62,006 0 0
FIRST SOLAR INC COM 336433107 823,252 4,700 SH SOLE 4,700 0 0
FLEX LTD ORD Y2573F102 1,029,616 9,361 SH SOLE 9,361 0 0
FLUENCE ENERGY INC COM CL A 34379V103 381,665 49,696 SH SOLE 49,696 0 0
GARMIN LTD SHS H2906T109 1,813,999 6,324 SH SOLE 6,324 0 0
GITLAB INC CLASS A COM 37637K108 495,416 10,485 SH SOLE 10,485 0 0
GRAIL INC COM 384747101 734,789 5,244 SH SOLE 5,244 0 0
GUARDANT HEALTH INC COM 40131M109 548,100 3,073 SH SOLE 3,073 0 0
HONEST CO INC COM 438333106 1,990,399 387,992 SH SOLE 387,992 0 0
HORIZON TECHNOLOGY FIN CORP COM 44045A102 1,775,325 386,781 SH SOLE 386,781 0 0
ILLUMINA INC COM 452327109 1,119,899 4,092 SH SOLE 4,092 0 0
INFLEQTION INC COM SHS 45676K103 199,356 14,800 SH SOLE 14,800 0 0
INOVIO PHARMACEUTICALS INC COM SHS 45773H409 140,126 114,857 SH SOLE 114,857 0 0
INTERFACE INC COM 458665304 2,523,717 73,364 SH SOLE 73,364 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,449,586 20,232 SH SOLE 20,232 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100 382,515 26,862 SH SOLE 26,862 0 0
INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA 46144X586 7,427,932 153,058 SH SOLE 153,058 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 735,698 33,763 SH SOLE 33,763 0 0
JOBY AVIATION INC COMMON STOCK G65163100 403,257 66,654 SH SOLE 66,654 0 0
LAM RESEARCH CORP COM NEW 512807306 8,079,273 24,594 SH SOLE 24,594 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,971,157 7,461 SH SOLE 7,461 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 635,319 8,169 SH SOLE 8,169 0 0
MICRON TECHNOLOGY INC COM 595112103 6,209,441 5,830 SH SOLE 5,830 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 82,746 11,197 SH SOLE 11,197 0 0
MODERNA INC COM 60770K107 6,391,591 33,191 SH SOLE 33,191 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,068,556 793 SH SOLE 793 0 0
NATURAL GROCERS BY VITAMIN COM 63888U108 1,982,889 65,098 SH SOLE 65,098 0 0
NEOSTELLAR CAP CORP COM NEW 86887Q109 464,591 60,415 SH SOLE 60,415 0 0
NEXTPOWER INC COM 65290E101 1,919,650 24,633 SH SOLE 24,633 0 0
NVIDIA CORPORATION COM 67066G104 1,509,607 6,610 SH SOLE 6,610 0 0
ORMAT TECHNOLOGIES INC COM 686688102 644,978 7,050 SH SOLE 7,050 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 79,224 33,428 SH SOLE 33,428 0 0
PAGERDUTY INC COM 69553P100 973,029 64,439 SH SOLE 64,439 0 0
PALO ALTO NETWORKS INC COM 697435105 1,244,375 3,132 SH SOLE 3,132 0 0
PAYPAL HLDGS INC COM 70450Y103 972,645 18,516 SH SOLE 18,516 0 0
PERSONALIS INC COM 71535D106 873,341 53,645 SH SOLE 53,645 0 0
PLANET LABS PBC COM CL A 72703X106 834,530 50,917 SH SOLE 50,917 0 0
PONY AI INC SPONSORED ADS 732908108 289,918 44,330 SH SOLE 44,330 0 0
PRIME MEDICINE INC COM 74168J101 503,629 164,854 SH SOLE 164,854 0 0
QUALCOMM INC COM 747525103 4,531,774 24,624 SH SOLE 24,624 0 0
QUANTUM SI INC COM CL A 74765K105 50,715 47,397 SH SOLE 47,397 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 650,844 140,117 SH SOLE 140,117 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 988,739 239,404 SH SOLE 239,404 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,795,818 120,202 SH SOLE 120,202 0 0
RUBRIK INC. CL A 781154109 646,756 5,650 SH SOLE 5,650 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4,331,309 4,696 SH SOLE 4,696 0 0
SENTINELONE INC CL A 81730H109 996,589 41,944 SH SOLE 41,944 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 81,113 10,014 SH SOLE 10,014 0 0
SIMULATIONS PLUS INC COM 829214105 252,989 13,727 SH SOLE 13,727 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 2,753,043 14,950 SH SOLE 14,950 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 1,092,093 45,466 SH SOLE 45,466 0 0
SOPHIA GENETICS SA ORDINARY SHARES H82027105 361,203 43,103 SH SOLE 43,103 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,028,292 15,498 SH SOLE 15,498 0 0
SUNRUN INC COM 86771W105 474,724 61,097 SH SOLE 61,097 0 0
SYMBOTIC INC CLASS A COM 87151X101 760,920 18,087 SH SOLE 18,087 0 0
SYNOPSYS INC COM 871607107 348,772 802 SH SOLE 802 0 0
T1 ENERGY INC COM NEW 35834F104 957,570 248,075 SH SOLE 248,075 0 0
TEMPUS AI INC CL A 88023B103 3,767,154 45,997 SH SOLE 45,997 0 0
TREX INC COM 89531P105 936,453 21,498 SH SOLE 21,498 0 0
TWILIO INC CL A 90138F102 1,507,631 5,155 SH SOLE 5,155 0 0
TWIST BIOSCIENCE CORP COM 90184D100 969,872 5,019 SH SOLE 5,019 0 0
UIPATH INC CL A 90364P105 355,732 27,705 SH SOLE 27,705 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 489,328 6,352 SH SOLE 6,352 0 0
VAIL RESORTS INC COM 91879Q109 879,144 6,409 SH SOLE 6,409 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 616,916 1,180 SH SOLE 1,180 0 0
VITAL FARMS INC COM 92847W103 873,072 94,081 SH SOLE 94,081 0 0
WERIDE INC SPONSORED ADS 950915108 420,648 79,218 SH SOLE 79,218 0 0
XYLEM INC COM 98419M100 991,219 9,788 SH SOLE 9,788 0 0
ZSCALER INC COM 98980G102 536,839 2,692 SH SOLE 2,692 0 0