The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 16,755 | 2,456,689 | SH | SOLE | 2,456,689 | 0 | 0 | ||
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 2,566 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 5,984 | 106,337 | SH | SOLE | 106,337 | 0 | 0 | ||
| AMBER RD INC | COM | 02318Y108 | 1,448 | 110,874 | SH | SOLE | 110,874 | 0 | 0 | ||
| BONANZA CREEK ENERGY INC | COM NEW | 097793400 | 3,121 | 149,452 | SH | SOLE | 149,452 | 0 | 0 | ||
| CALIX INC | COM | 13100M509 | 22,337 | 3,405,036 | SH | SOLE | 3,405,036 | 0 | 0 | ||
| COLUMBUS MCKINNON CORP N Y | COM | 199333105 | 4,212 | 100,353 | SH | SOLE | 100,353 | 0 | 0 | ||
| EXPRESS INC | COM | 30219E103 | 6,907 | 2,530,070 | SH | SOLE | 2,530,070 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 9,987 | 201,074 | SH | SOLE | 201,074 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 16,504 | 2,973,659 | SH | SOLE | 2,973,659 | 0 | 0 | ||
| HIGHPOINT RES CORP | COM | 43114K108 | 16,891 | 9,280,799 | SH | SOLE | 9,280,799 | 0 | 0 | ||
| II VI INC | COM | 902104108 | 7,843 | 214,526 | SH | SOLE | 214,526 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 9,643 | 3,313,674 | SH | SOLE | 3,313,674 | 0 | 0 | ||
| KEMET CORP | COM NEW | 488360207 | 16,045 | 853,012 | SH | SOLE | 853,012 | 0 | 0 | ||
| KIRKLANDS INC | COM | 497498105 | 3,088 | 1,366,381 | SH | SOLE | 1,366,381 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 10,840 | 202,955 | SH | SOLE | 202,955 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,435 | 60,135 | SH | SOLE | 60,135 | 0 | 0 | ||
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 17,441 | 890,308 | SH | SOLE | 890,308 | 0 | 0 | ||
| MAXLINEAR INC | COM | 57776J100 | 6,614 | 282,154 | SH | SOLE | 282,154 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 3,259 | 90,365 | SH | SOLE | 90,365 | 0 | 0 | ||
| PDF SOLUTIONS INC | COM | 693282105 | 11,879 | 905,416 | SH | SOLE | 905,416 | 0 | 0 | ||
| PHOTRONICS INC | COM | 719405102 | 11,264 | 1,373,647 | SH | SOLE | 1,373,647 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 6,504 | 310,749 | SH | SOLE | 310,749 | 0 | 0 | ||
| QAD INC | CL A | 74727D306 | 2,138 | 53,179 | SH | SOLE | 53,179 | 0 | 0 | ||
| SEQUANS COMMUNICATIONS S A | SPONSORED ADS | 817323108 | 6,421 | 7,214,113 | SH | SOLE | 7,214,113 | 0 | 0 | ||
| TELENAV INC | COM | 879455103 | 27,197 | 3,399,592 | SH | SOLE | 3,399,592 | 0 | 0 | ||
| TILLYS INC | CL A | 886885102 | 14,544 | 1,906,210 | SH | SOLE | 1,906,210 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 4,652 | 456,100 | SH | SOLE | 456,100 | 0 | 0 | ||
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | 26,168 | 1,879,887 | SH | SOLE | 1,879,887 | 0 | 0 | ||