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 7,163 1,153,491 SH   SOLE   1,153,491 0 0
ABERCROMBIE & FITCH CO CL A 002896207 9,287 1,021,630 SH   SOLE   1,021,630 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 3,993 354,949 SH   SOLE   354,949 0 0
BOX INC CL A 10316T104 14,040 1,000,000 SH   SOLE   1,000,000 0 0
CALIX INC COM 13100M509 13,672 1,931,055 SH   SOLE   1,931,055 0 0
CHICOS FAS INC COM 168615102 3,938 3,052,679 SH   SOLE   3,052,679 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 3,019 120,771 SH   SOLE   120,771 0 0
COOPER STD HLDGS INC COM 21676P103 3,029 294,966 SH   SOLE   294,966 0 0
EXPRESS INC COM 30219E103 8,959 6,012,950 SH   SOLE   6,012,950 0 0
FABRINET SHS G3323L100 16,447 301,447 SH   SOLE   301,447 0 0
HARMONIC INC COM 413160102 6,733 1,168,895 SH   SOLE   1,168,895 0 0
HIGHPOINT RES CORP COM 43114K108 1,341 7,060,503 SH   SOLE   7,060,503 0 0
II VI INC COM 902104108 14,236 499,503 SH   SOLE   499,503 0 0
INFINERA CORP COM 45667G103 10,031 1,892,683 SH   SOLE   1,892,683 0 0
KEMET CORP COM NEW 488360207 4,534 187,669 SH   SOLE   187,669 0 0
KULICKE & SOFFA INDS INC COM 501242101 13,895 665,811 SH   SOLE   665,811 0 0
LUMENTUM HLDGS INC COM 55024U109 11,908 161,568 SH   SOLE   161,568 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 13,468 1,844,936 SH   SOLE   1,844,936 0 0
MOBILEIRON INC COM NEW 60739U204 4,985 1,311,723 SH   SOLE   1,311,723 0 0
PDC ENERGY INC COM 69327R101 827 133,211 SH   SOLE   133,211 0 0
PDF SOLUTIONS INC COM 693282105 3,405 290,556 SH   SOLE   290,556 0 0
PHOTRONICS INC COM 719405102 5,812 566,438 SH   SOLE   566,438 0 0
PRIMORIS SVCS CORP COM 74164F103 12,481 784,960 SH   SOLE   784,960 0 0
QAD INC CL A 74727D306 1,728 43,279 SH   SOLE   43,279 0 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 2,079 1,004,531 SH   SOLE   1,004,531 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 6,632 1,302,996 SH   SOLE   1,302,996 0 0
TELENAV INC COM 879455103 9,335 2,160,785 SH   SOLE   2,160,785 0 0
TILLYS INC CL A 886885102 9,035 2,187,589 SH   SOLE   2,187,589 0 0
TTM TECHNOLOGIES INC COM 87305R109 13,791 1,333,772 SH   SOLE   1,333,772 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 26,261 1,902,936 SH   SOLE   1,902,936 0 0