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
ACV AUCTIONS INC COM CL A 00091G104 2,761 154,350 SH   SOLE   154,350 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 2,807 108,765 SH   SOLE   108,765 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 5,243 315,266 SH   SOLE   315,266 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,299 42,614 SH   SOLE   42,614 0 0
ANTERIX INC COM 03676C100 11,586 190,871 SH   SOLE   190,871 0 0
ASPEN AEROGELS INC COM 04523Y105 3,581 77,838 SH   SOLE   77,838 0 0
ASSURANT INC COM 04621X108 3,400 21,552 SH   SOLE   21,552 0 0
BELDEN INC COM 077454106 3,464 59,465 SH   SOLE   59,465 0 0
CERUS CORP COM 157085101 3,561 584,753 SH   SOLE   584,753 0 0
CEVA INC COM 157210105 5,369 125,820 SH   SOLE   125,820 0 0
CODEXIS INC COM 192005106 1,641 70,563 SH   SOLE   70,563 0 0
CRYOPORT INC COM PAR $0.001 229050307 4,764 71,634 SH   SOLE   71,634 0 0
DIODES INC COM 254543101 4,508 49,762 SH   SOLE   49,762 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 2,562 123,601 SH   SOLE   123,601 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 3,614 222,134 SH   SOLE   222,134 0 0
GENTHERM INC COM 37253A103 3,109 38,412 SH   SOLE   38,412 0 0
HAYWARD HLDGS INC COM 421298100 4,216 189,572 SH   SOLE   189,572 0 0
JFROG LTD ORD SHS M6191J100 1,662 49,620 SH   SOLE   49,620 0 0
KURA SUSHI USA INC CL A COM 501270102 4,468 102,279 SH   SOLE   102,279 0 0
MATERION CORP COM 576690101 5,221 76,063 SH   SOLE   76,063 0 0
MAYVILLE ENGR CO INC COM 578605107 5,694 302,885 SH   SOLE   302,885 0 0
MEMBERSHIP COLLECTIVE GROUP COM CL A 586001109 2,918 234,581 SH   SOLE   234,581 0 0
MODINE MFG CO COM 607828100 4,780 421,845 SH   SOLE   421,845 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105 3,075 71,371 SH   SOLE   71,371 0 0
ONDAS HLDGS INC COM NEW 68236H204 3,423 373,653 SH   SOLE   373,653 0 0
ORION ENGINEERED CARBONS S A COM L72967109 3,346 183,518 SH   SOLE   183,518 0 0
PARK AEROSPACE CORP COM 70014A104 5,364 392,122 SH   SOLE   392,122 0 0
POINTS INTL LTD COM NEW 730843208 1,604 93,773 SH   SOLE   93,773 0 0
ROGERS CORP COM 775133101 5,364 28,762 SH   SOLE   28,762 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 2,689 612,542 SH   SOLE   612,542 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 3,134 112,420 SH   SOLE   112,420 0 0
SOTERA HEALTH CO COM 83601L102 2,683 102,612 SH   SOLE   102,612 0 0
STEREOTAXIS INC COM NEW 85916J409 2,253 418,683 SH   SOLE   418,683 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 3,078 121,599 SH   SOLE   121,599 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,694 97,845 SH   SOLE   97,845 0 0
TRANSACT TECHNOLOGIES INC COM 892918103 1,833 131,865 SH   SOLE   131,865 0 0
TRAVEL PLUS LEISURE CO COM 894164102 5,620 103,063 SH   SOLE   103,063 0 0
UFP TECHNOLOGIES INC COM 902673102 3,398 55,167 SH   SOLE   55,167 0 0
UNIFI INC COM NEW 904677200 2,212 100,864 SH   SOLE   100,864 0 0
VICOR CORP COM 925815102 4,800 35,781 SH   SOLE   35,781 0 0
WALKME LTD ORD SHS M97628107 1,738 58,411 SH   SOLE   58,411 0 0