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 9,227 1,343,095 SH   SOLE   1,343,095 0 0
ABERCROMBIE & FITCH CO CL A 002896207 10,969 634,390 SH   SOLE   634,390 0 0
ADVANCED ENERGY INDS COM 007973100 1,875 26,337 SH   SOLE   26,337 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 5,834 249,964 SH   SOLE   249,964 0 0
CALIX INC COM 13100M509 21,780 2,722,517 SH   SOLE   2,722,517 0 0
CHICOS FAS INC COM 168615102 6,803 1,785,499 SH   SOLE   1,785,499 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 4,818 120,353 SH   SOLE   120,353 0 0
EXPRESS INC COM 30219E103 25,091 5,152,231 SH   SOLE   5,152,231 0 0
FABRINET SHS G3323L100 18,001 277,626 SH   SOLE   277,626 0 0
HARMONIC INC COM 413160102 15,844 2,031,247 SH   SOLE   2,031,247 0 0
HIGHPOINT RES CORP COM 43114K108 12,239 7,241,980 SH   SOLE   7,241,980 0 0
II VI INC COM 902104108 9,941 295,248 SH   SOLE   295,248 0 0
INFINERA CORPORATION COM 45667G103 13,304 1,675,556 SH   SOLE   1,675,556 0 0
KEMET CORP COM NEW 488360207 20,413 754,626 SH   SOLE   754,626 0 0
KULICKE & SOFFA INDS INC COM 501242101 13,040 479,395 SH   SOLE   479,395 0 0
LUMENTUM HLDGS INC COM 55024U109 13,400 168,974 SH   SOLE   168,974 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 25,940 1,646,969 SH   SOLE   1,646,969 0 0
MAXLINEAR INC COM 57776J100 387 18,225 SH   SOLE   18,225 0 0
PDC ENERGY INC COM 69327R101 5,741 219,365 SH   SOLE   219,365 0 0
PDF SOLUTIONS INC COM 693282105 6,444 381,556 SH   SOLE   381,556 0 0
PHOTRONICS INC COM 719405102 8,926 566,378 SH   SOLE   566,378 0 0
PRIMORIS SVCS CORP COM 74164F103 9,939 446,902 SH   SOLE   446,902 0 0
QAD INC CL A 74727D306 2,708 53,179 SH   SOLE   53,179 0 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 3,190 354,857 SH   SOLE   354,857 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 5,787 1,928,952 SH   SOLE   1,928,952 0 0
TELENAV INC COM 879455103 12,637 2,600,136 SH   SOLE   2,600,136 0 0
TILLYS INC CL A 886885102 23,629 1,928,876 SH   SOLE   1,928,876 0 0
TTEC HLDGS INC COM 89854H102 1,117 28,202 SH   SOLE   28,202 0 0
TTM TECHNOLOGIES INC COM 87305R109 15,256 1,013,682 SH   SOLE   1,013,682 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 30,561 1,302,142 SH   SOLE   1,302,142 0 0