Q4 2020 Holdings
Filed 2021-02-03 | 15 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $548.0K | 10,701 | 45.4% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $491.0K | 8,557 | 40.6% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $73.9K | 422,500 | 6.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $42.5K | 300,000 | 3.5% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $27.5K | 650,928 | 2.3% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $10.6K | 211,280 | 0.9% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $6.7K | 58,800 | 0.6% |
| Devon Energy Corp New(DVN) | COM | 25179M103 | $3.3K | 210,805 | 0.3% |
| Tesla Inc(TSLA)Put | COM | 88160R101 | $2.5K | 3,600 | 0.2% |
| Compugen LTD(CGEN) | ORD | M25722105 | $677 | 55,917 | 0.1% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $398 | 5,621 | 0.0% |
| Sunnova Energy Intl Inc.(NOVAQ) | COM | 86745K104 | $385 | 8,523 | 0.0% |
| Atlantica Sustainable Infr P(ALDA) | SHS | G0751N103 | $237 | 6,245 | 0.0% |
| Ormat Technologies Inc(ORA) | COM | 686688102 | $210 | 2,331 | 0.0% |
| CF Acquisition Corp IV | UNIT 12/31/2027 | 12520T201 | $103 | 10,000 | 0.0% |