Q4 2021 Holdings
Filed 2022-02-10 | 10 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $6.9M | 137,700 | 99.4% |
| Digitalbridge Group Inc(CLNSEUR) | CL A COM | 25401T108 | $15.8K | 1,900,000 | 0.2% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $6.3K | 150,000 | 0.1% |
| Enovix Corporation(ENVX) | COM | 293594107 | $5.3K | 195,000 | 0.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $4.4K | 50,000 | 0.1% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $3.4K | 50,000 | 0.0% |
| Livent Corp(LTHM1EUR) | COM | 53814L108 | $3.0K | 125,000 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $2.3K | 10,000 | 0.0% |
| Freyr Battery | SHS | L4135L100 | $2.2K | 200,000 | 0.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $1.3K | 30,000 | 0.0% |