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
AIRGAIN INC COM 00938A104 5,721 270,000 SH   SOLE 270,000 0 0
BROOKDALE SR LIVING INC COM 112463104 4,659 770,000 SH   SOLE 770,000 0 0
CHARAH SOLUTIONS INC COM 15957P105 12,038 2,476,938 SH   SOLE 2,476,938 0 0
CONSTELLIUM SE CL A SHS F21107101 4,043 275,000 SH   SOLE 275,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 12,287 95,000 SH   SOLE 95,000 0 0
DIGI INTL INC COM 253798102 5,697 300,000 SH   SOLE 300,000 0 0
FARMER BROS CO COM 307675108 2,409 230,788 SH   SOLE 230,788 0 0
INVACARE CORP COM 461203101 321 40,000 SH   SOLE 40,000 0 0
KALEYRA INC COM 483379103 15,047 1,067,128 SH   SOLE 1,067,128 0 0
KALEYRA INC *W EXP 11/25/202 483379111 178 40,372 SH   SOLE 40,372 0 0
LENSAR INC COM 52634L108 3,185 438,760 SH   SOLE 438,760 0 0
LIMBACH HLDGS INC COM 53263P105 5,861 555,000 SH   SOLE 555,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 19,846 797,038 SH   SOLE 797,038 0 0
NEW RELIC INC COM 64829B100 6,609 107,500 SH   SOLE 107,500 0 0
PEGASYSTEMS INC COM 705573103 8,861 77,500 SH   SOLE 77,500 0 0
PFSWEB INC COM NEW 717098206 4,067 602,500 SH   SOLE 602,500 0 0
POWERFLEET INC COM 73931J109 17,202 2,092,700 SH   SOLE 2,092,700 0 0
SCULPTOR CAP MGMT COM CL A 811246107 3,657 167,142 SH   SOLE 167,142 0 0
SILICOM LTD ORD M84116108 4,040 89,540 SH   SOLE 89,540 0 0