# EDGAR Filing Document

**Accession Number:** 0000900529
**File Stem:** 0001172661-26-002039
**Filing Date:** 2026-5
**Character Count:** 18569
**Document Hash:** c99f1ddbbd3a3d13bfa4aec43c203e70
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-002039.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001172661-26-002039

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ARDSLEY ADVISORY PARTNERS LP
- **CENTRAL INDEX KEY:** 0000900529

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04639
- **FILM NUMBER:** 26982696

**BUSINESS ADDRESS:**
- **STREET 1:** 105 ROWAYTON AVE
- **CITY:** NORWALK
- **STATE:** CT
- **ZIP:** 06853
- **BUSINESS PHONE:** 203-564-4230

**MAIL ADDRESS:**
- **STREET 1:** 105 ROWAYTON AVE
- **CITY:** NORWALK
- **STATE:** CT
- **ZIP:** 06853

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ARDSLEY ADVISORY PARTNERS
- **DATE OF NAME CHANGE:** 19940208

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ARDSLEY ADVISORY PARTNERS LP<br>**Address:** 105 Rowayton Ave<br>Norwalk, CT 06853

**Form 13F File Number:** 028-04639

**CRD Number (if applicable):** 000301116

**SEC File Number (if applicable):** 801-114966

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steven Napoli<br>**Title:** Partner<br>**Phone:** 203-564-4230

**Signature, Place, and Date of Signing:**

/s/ Steven Napoli  Stamford, CT  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 151

**Form 13F Information Table Value Total:** $784359571

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADMA BIOLOGICS INC | COM | 000899104 |  | 3829250 | 425000 | SH |  | SOLE |  | 425000 | 0 | 0 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 1613550 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1627440 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| ALAMOS GOLD INC | COM CL A | 011532108 |  | 7775250 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| ALASKA AIR GROUP INC | COM | 011659109 |  | 6068700 | 165000 | SH |  | SOLE |  | 165000 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 269295 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 |  | 1605500 | 950000 | SH |  | SOLE |  | 950000 | 0 | 0 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 |  | 507000 | 300000 | SH | Call | SOLE |  | 300000 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 8605800 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 10528000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 22076620 | 106000 | SH |  | SOLE |  | 106000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 9996960 | 48000 | SH | Call | SOLE |  | 48000 | 0 | 0 |
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 |  | 846250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | 03214Q108 |  | 2106250 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 5090240 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| ANTERIX INC | COM | 03676C100 |  | 4200900 | 110000 | SH |  | SOLE |  | 110000 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7613700 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 8544750 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 21326886 | 173700 | SH |  | SOLE |  | 173700 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 3069500 | 25000 | SH | Call | SOLE |  | 25000 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 |  | 2723040 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 |  | 723000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| AVERY DENNISON CORP | COM | 053611109 |  | 6907200 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 |  | 2815750 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 |  | 211328 | 475000 | SH |  | SOLE |  | 475000 | 0 | 0 |
| BLOOM ENERGY CORP | COM CL A | 093712107 |  | 1752530 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 9412500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| BOX INC | CL A | 10316T104 |  | 5579040 | 236000 | SH |  | SOLE |  | 236000 | 0 | 0 |
| BOX INC | CL A | 10316T104 |  | 2364000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 |  | 14913500 | 350000 | SH |  | SOLE |  | 350000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 27714570 | 89500 | SH |  | SOLE |  | 89500 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 15475500 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| BROOKDALE SR LIVING INC | COM | 112463104 |  | 3420000 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| BROOKDALE SR LIVING INC | COM | 112463104 |  | 9439200 | 690000 | SH | Call | SOLE |  | 690000 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 5112250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 2443725 | 22500 | SH |  | SOLE |  | 22500 | 0 | 0 |
| CIPHER DIGITAL INC | COM | 17253J106 |  | 5787000 | 450000 | SH |  | SOLE |  | 450000 | 0 | 0 |
| CLEARWAY ENERGY INC | CL C | 18539C204 |  | 5500600 | 140000 | SH |  | SOLE |  | 140000 | 0 | 0 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 2228040 | 10800 | SH |  | SOLE |  | 10800 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 2382100 | 10000 | SH | Put | SOLE |  | 10000 | 0 | 0 |
| COMSTOCK INC | COM SHS | 205750409 |  | 1067500 | 350000 | SH |  | SOLE |  | 350000 | 0 | 0 |
| CONCENTRIX CORP | COM | 20602D101 |  | 1094400 | 40000 | SH | Put | SOLE |  | 40000 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 1392900 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| CRITEO S A | SPONS ADS | 226718104 |  | 905465 | 50500 | SH |  | SOLE |  | 50500 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 6104700 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 |  | 1063500 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| DENISON MINES CORP | COM | 248356107 |  | 4942000 | 1400000 | SH |  | SOLE |  | 1400000 | 0 | 0 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 |  | 3002300 | 35000 | SH | Put | SOLE |  | 35000 | 0 | 0 |
| DIODES INC | COM | 254543101 |  | 2013670 | 29500 | SH |  | SOLE |  | 29500 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 578220 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| DYNATRACE INC | COM NEW | 268150109 |  | 1479200 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| EBAY INC. | COM | 278642103 |  | 12788310 | 140500 | SH |  | SOLE |  | 140500 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 4598850 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ENERGY SERVICES OF AMER CORP | COM | 29271Q103 |  | 1313000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 1440750 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 3213850 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 |  | 1488000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 1591000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 7792908 | 7950 | SH |  | SOLE |  | 7950 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 3920960 | 4000 | SH | Call | SOLE |  | 4000 | 0 | 0 |
| EXLSERVICE HLDGS INC | COM | 302081104 |  | 761250 | 25000 | SH | Put | SOLE |  | 25000 | 0 | 0 |
| F5 INC | COM | 315616102 |  | 2054243 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 |  | 2545600 | 185000 | SH |  | SOLE |  | 185000 | 0 | 0 |
| FLUOR CORP | COM | 343412102 |  | 3848625 | 82500 | SH |  | SOLE |  | 82500 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 2092032 | 25600 | SH |  | SOLE |  | 25600 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 2043000 | 25000 | SH | Call | SOLE |  | 25000 | 0 | 0 |
| FUELCELL ENERGY INC | COM NEW | 35952H700 |  | 293850 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 |  | 6422000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 |  | 2021250 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 3690550 | 155000 | SH | Put | SOLE |  | 155000 | 0 | 0 |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 |  | 621730 | 79000 | SH |  | SOLE |  | 79000 | 0 | 0 |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 |  | 629600 | 80000 | SH | Call | SOLE |  | 80000 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 3729495 | 16500 | SH |  | SOLE |  | 16500 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 7036500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| IMPINJ INC | COM | 453204109 |  | 1181050 | 11500 | SH |  | SOLE |  | 11500 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 2342070 | 53000 | SH |  | SOLE |  | 53000 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 794340 | 18000 | SH | Call | SOLE |  | 18000 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2111120 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| ITRON INC | COM | 465741106 |  | 1344450 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| IVANHOE ELECTRIC INC | COM | 46578C108 |  | 295500 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 7559940 | 81500 | SH |  | SOLE |  | 81500 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 649320 | 7000 | SH | Call | SOLE |  | 7000 | 0 | 0 |
| LIVERAMP HLDGS INC | COM | 53815P108 |  | 371280 | 14000 | SH |  | SOLE |  | 14000 | 0 | 0 |
| LIVERAMP HLDGS INC | COM | 53815P108 |  | 742560 | 28000 | SH | Call | SOLE |  | 28000 | 0 | 0 |
| LSB INDS INC | COM | 502160104 |  | 372500 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 4364676 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| MAGNITE INC | COM | 55955D100 |  | 926640 | 78000 | SH |  | SOLE |  | 78000 | 0 | 0 |
| MAGNITE INC | COM | 55955D100 |  | 772200 | 65000 | SH | Call | SOLE |  | 65000 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 1608700 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 16021040 | 28000 | SH |  | SOLE |  | 28000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 4726960 | 14000 | SH |  | SOLE |  | 14000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 5743280 | 17000 | SH | Call | SOLE |  | 17000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2959680 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 |  | 6041750 | 325000 | SH |  | SOLE |  | 325000 | 0 | 0 |
| MODINE MFG CO | COM | 607828100 |  | 19742281 | 91100 | SH |  | SOLE |  | 91100 | 0 | 0 |
| MOSAIC CO | COM | 61945C103 |  | 1275000 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 723750 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 3846400 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| NEXGEN ENERGY LTD | COM | 65340P106 |  | 3480000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 9699750 | 675000 | SH |  | SOLE |  | 675000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 15260000 | 87500 | SH |  | SOLE |  | 87500 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1744000 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |
| OKTA INC | CL A | 679295105 |  | 5320796 | 67600 | SH |  | SOLE |  | 67600 | 0 | 0 |
| OKTA INC | CL A | 679295105 |  | 393550 | 5000 | SH | Call | SOLE |  | 5000 | 0 | 0 |
| ORION GROUP HLDGS INC | COM | 68628V308 |  | 2180000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| ORMAT TECHNOLOGIES INC | COM | 686688102 |  | 3357600 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| PLEXUS CORP | COM | 729132100 |  | 911430 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| PROFOUND MED CORP | COM NEW | 74319B502 |  | 3726000 | 575000 | SH |  | SOLE |  | 575000 | 0 | 0 |
| RAMACO RES INC | COM CL A | 75134P600 |  | 2473600 | 160000 | SH |  | SOLE |  | 160000 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 |  | 3926730 | 41500 | SH |  | SOLE |  | 41500 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 26709480 | 42000 | SH |  | SOLE |  | 42000 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 8259420 | 13000 | SH | Call | SOLE |  | 13000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 1135970 | 23000 | SH |  | SOLE |  | 23000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 987400 | 20000 | SH | Call | SOLE |  | 20000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 6876000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| SEMTECH CORP | COM | 816850101 |  | 19895288 | 258750 | SH |  | SOLE |  | 258750 | 0 | 0 |
| SEMTECH CORP | COM | 816850101 |  | 2306700 | 30000 | SH | Call | SOLE |  | 30000 | 0 | 0 |
| SENTINELONE INC | CL A | 81730H109 |  | 592480 | 46000 | SH |  | SOLE |  | 46000 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 7579875 | 72500 | SH |  | SOLE |  | 72500 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 1254600 | 12000 | SH | Call | SOLE |  | 12000 | 0 | 0 |
| SEZZLE INC | COM | 78435P105 |  | 18987000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 14870800 | 2260000 | SH |  | SOLE |  | 2260000 | 0 | 0 |
| SKEENA RES LTD NEW | COM | 83056P715 |  | 5201000 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| SNAP INC | CL A | 83304A106 |  | 230000 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 31866660 | 49000 | SH | Call | SOLE |  | 49000 | 0 | 0 |
| SUNOPTA INC | COM | 8676EP108 |  | 1425600 | 220000 | SH |  | SOLE |  | 220000 | 0 | 0 |
| SUNPOWER INC | COM | 20460L104 |  | 1219200 | 960000 | SH |  | SOLE |  | 960000 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 |  | 15390600 | 1135000 | SH |  | SOLE |  | 1135000 | 0 | 0 |
| TASKUS INC | CLASS A COM | 87652V109 |  | 436150 | 65000 | SH |  | SOLE |  | 65000 | 0 | 0 |
| TASKUS INC | CLASS A COM | 87652V109 |  | 1140700 | 170000 | SH | Call | SOLE |  | 170000 | 0 | 0 |
| TERADATA CORP DEL | COM | 88076W103 |  | 205040 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| TERADATA CORP DEL | COM | 88076W103 |  | 256300 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 2223450 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 15120000 | 1050000 | SH |  | SOLE |  | 1050000 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 |  | 16716600 | 555000 | SH |  | SOLE |  | 555000 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1164840 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| TIC SOLUTIONS INC | COM | 00510N102 |  | 2467500 | 375000 | SH |  | SOLE |  | 375000 | 0 | 0 |
| TRANSALTA CORP | COM | 89346D107 |  | 3615144 | 275000 | SH |  | SOLE |  | 275000 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 5938704 | 47200 | SH |  | SOLE |  | 47200 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 629100 | 5000 | SH | Call | SOLE |  | 5000 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1762285 | 24500 | SH |  | SOLE |  | 24500 | 0 | 0 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 |  | 29649000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| UPWORK INC | COM | 91688F104 |  | 2082400 | 190000 | SH |  | SOLE |  | 190000 | 0 | 0 |
| VERACYTE INC | COM | 92337F107 |  | 4026250 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 6526000 | 130000 | SH |  | SOLE |  | 130000 | 0 | 0 |
| VIAVI SOLUTIONS INC | COM | 925550105 |  | 13316000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 3639000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 |  | 2287600 | 140000 | SH |  | SOLE |  | 140000 | 0 | 0 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 |  | 5044500 | 475000 | SH |  | SOLE |  | 475000 | 0 | 0 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 6698100 | 83000 | SH |  | SOLE |  | 83000 | 0 | 0 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 1848970 | 23000 | SH | Call | SOLE |  | 23000 | 0 | 0 |

---