Hedge Fund - Arosa Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. SPY 80,000 $59,741,600 -67% 10.65%
2. VICR 125,000 $47,472,500 -21% 8.46%
3. GDX 70,000 $45,912,300 NEW 8.18%
4. VICR 110,000 $41,775,800 +10% 7.45%
5. ENPH 665,000 $32,744,600 +565% 5.84%