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 NETWORK INC COM 002121101 2,427 381,003 SH   SOLE   381,003 0 0
ABERCROMBIE & FITCH CO CL A 002896207 14,017 1,006,237 SH   SOLE   1,006,237 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 6,613 351,747 SH   SOLE   351,747 0 0
BOX INC CL A 10316T104 16,074 925,933 SH   SOLE   925,933 0 0
CALIX INC COM 13100M509 10,712 602,461 SH   SOLE   602,461 0 0
CHICOS FAS INC COM 168615102 1,899 1,953,203 SH   SOLE   1,953,203 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 3,501 105,771 SH   SOLE   105,771 0 0
COMFORT SYS USA INC COM 199908104 9,059 175,868 SH   SOLE   175,868 0 0
COOPER STD HLDGS INC COM 21676P103 13,676 1,035,269 SH   SOLE   1,035,269 0 0
EXPRESS INC COM 30219E103 3,403 5,579,121 SH   SOLE   5,579,121 0 0
FABRINET SHS G3323L100 13,487 213,978 SH   SOLE   213,978 0 0
HARMONIC INC COM 413160102 4,151 743,895 SH   SOLE   743,895 0 0
II-VI INC COM 902104108 16,167 398,603 SH   SOLE   398,603 0 0
INFINERA CORP COM 45667G103 15,879 2,577,710 SH   SOLE   2,577,710 0 0
KULICKE & SOFFA INDS INC COM 501242101 19,327 862,820 SH   SOLE   862,820 0 0
LUMENTUM HLDGS INC COM 55024U109 16,061 213,782 SH   SOLE   213,782 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 25,120 1,436,254 SH   SOLE   1,436,254 0 0
PDF SOLUTIONS INC COM 693282105 1,376 73,567 SH   SOLE   73,567 0 0
PHOTRONICS INC COM 719405102 12,072 1,212,060 SH   SOLE   1,212,060 0 0
PRIMORIS SVCS CORP COM 74164F103 13,380 741,669 SH   SOLE   741,669 0 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 6,353 920,757 SH   SOLE   920,757 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 12,430 2,082,064 SH   SOLE   2,082,064 0 0
TELENAV INC COM 879455103 6,631 1,841,849 SH   SOLE   1,841,849 0 0
TILLYS INC CL A 886885102 12,692 2,104,789 SH   SOLE   2,104,789 0 0
TTM TECHNOLOGIES INC COM 87305R109 14,983 1,313,106 SH   SOLE   1,313,106 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 24,232 1,129,162 SH   SOLE   1,129,162 0 0
VISHAY PRECISION GROUP INC COM 92835K103 6,872 271,417 SH   SOLE   271,417 0 0