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 12,148 1,750,472 SH   SOLE   1,750,472 0 0
ABERCROMBIE & FITCH CO CL A 002896207 7,956 510,000 SH   SOLE   510,000 0 0
ADVANCED ENERGY INDS COM 007973100 1,512 26,337 SH   SOLE   26,337 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 3,346 149,452 SH   SOLE   149,452 0 0
CALIX INC COM 13100M509 22,053 3,451,186 SH   SOLE   3,451,186 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 4,020 110,353 SH   SOLE   110,353 0 0
EXPRESS INC COM 30219E103 18,760 5,453,431 SH   SOLE   5,453,431 0 0
FABRINET SHS G3323L100 12,478 238,591 SH   SOLE   238,591 0 0
HARMONIC INC COM 413160102 17,859 2,714,172 SH   SOLE   2,714,172 0 0
HIGHPOINT RES CORP COM 43114K108 17,833 11,215,835 SH   SOLE   11,215,835 0 0
II VI INC COM 902104108 4,615 131,059 SH   SOLE   131,059 0 0
INFINERA CORPORATION COM 45667G103 10,358 1,900,556 SH   SOLE   1,900,556 0 0
KEMET CORP COM NEW 488360207 15,564 856,112 SH   SOLE   856,112 0 0
KIRKLANDS INC COM 497498105 625 405,749 SH   SOLE   405,749 0 0
KULICKE & SOFFA INDS INC COM 501242101 6,457 275,000 SH   SOLE   275,000 0 0
LUMENTUM HLDGS INC COM 55024U109 10,603 197,974 SH   SOLE   197,974 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 18,170 1,217,399 SH   SOLE   1,217,399 0 0
MAXLINEAR INC COM 57776J100 3,484 155,654 SH   SOLE   155,654 0 0
PDC ENERGY INC COM 69327R101 4,839 174,365 SH   SOLE   174,365 0 0
PDF SOLUTIONS INC COM 693282105 9,519 728,286 SH   SOLE   728,286 0 0
PHOTRONICS INC COM 719405102 12,416 1,141,147 SH   SOLE   1,141,147 0 0
PRIMORIS SVCS CORP COM 74164F103 6,667 339,985 SH   SOLE   339,985 0 0
QAD INC CL A 74727D306 2,456 53,179 SH   SOLE   53,179 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323108 6,262 7,214,113 SH   SOLE   7,214,113 0 0
TELENAV INC COM 879455103 10,892 2,278,624 SH   SOLE   2,278,624 0 0
TILLYS INC CL A 886885102 17,995 1,906,210 SH   SOLE   1,906,210 0 0
TTM TECHNOLOGIES INC COM 87305R109 12,972 1,063,682 SH   SOLE   1,063,682 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 28,871 1,972,729 SH   SOLE   1,972,729 0 0