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
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
A10 NETWORKS INC COM 002121101 15,886 2,545,780 SH   SOLE   2,545,780 0 0
ADVANCED ENERGY INDS COM 007973100 4,121 96,000 SH   SOLE   96,000 0 0
AMBER RD INC COM 02318Y108 6,252 759,660 SH   SOLE   759,660 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 3,075 148,751 SH   SOLE   148,751 0 0
CALIX INC COM 13100M509 29,876 3,064,255 SH   SOLE   3,064,255 0 0
COLUMBUS MCKINNON CORP NY COM 199333105 3,014 100,000 SH   SOLE   100,000 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 17,132 571,820 SH   SOLE   571,820 0 0
EXPRESS INC COM 30219E103 3,628 710,000 SH   SOLE   710,000 0 0
FABRINET SHS G3323L100 22,521 438,917 SH   SOLE   438,917 0 0
GUESS INC COM 401617105 11,886 572,285 SH   SOLE   572,285 0 0
HARMONIC INC COM 413160102 15,855 3,359,025 SH   SOLE   3,359,025 0 0
HIGHPOINT RES CORP COM 43114K108 17,050 6,847,245 SH   SOLE   6,847,245 0 0
II VI INC COM 902104108 7,126 219,526 SH   SOLE   219,526 0 0
INFINERA CORPORATION COM 45667G103 6,394 1,602,384 SH   SOLE   1,602,384 0 0
KEMET CORP COM NEW 488360207 11,813 673,482 SH   SOLE   673,482 0 0
KIRKLANDS INC COM 497498105 13,453 1,411,688 SH   SOLE   1,411,688 0 0
LUMENTUM HLDGS INC COM 55024U109 6,955 165,561 SH   SOLE   165,561 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,512 155,135 SH   SOLE   155,135 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 15,439 825,600 SH   SOLE   825,600 0 0
MAXLINEAR INC COM 57776J100 8,626 490,100 SH   SOLE   490,100 0 0
PDC ENERGY INC COM 69327R101 3,125 105,000 SH   SOLE   105,000 0 0
PDF SOLUTIONS INC COM 693282105 9,864 1,170,051 SH   SOLE   1,170,051 0 0
PHOTRONICS INC COM 719405102 8,744 903,279 SH   SOLE   903,279 0 0
PRIMORIS SVCS CORP COM 74164F103 5,168 270,145 SH   SOLE   270,145 0 0
QAD INC CL A 74727D306 2,717 69,090 SH   SOLE   69,090 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323108 5,593 7,170,592 SH   SOLE   7,170,592 0 0
STAGE STORES INC COM NEW 85254C305 376 507,595 SH   SOLE   507,595 0 0
TELENAV INC COM 879455103 15,804 3,892,659 SH   SOLE   3,892,659 0 0
TILLYS INC CL A 886885102 11,325 1,042,846 SH   SOLE   1,042,846 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 17,786 2,099,886 SH   SOLE   2,099,886 0 0