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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
8X8 INC COM 282914100   5,847,142 1,546,863 SH   SOLE   1,546,863 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   9,306,542 307,451 SH   SOLE   307,451 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105   306,669 185,860 SH   SOLE   185,860 0 0
AMBARELLA INC SHS G037AX101   6,162,771 100,551 SH   SOLE   100,551 0 0
ARLO TECHNOLOGIES INC COM 04206A101   285,600 30,000 SH   SOLE   30,000 0 0
ASURE SOFTWARE INC COM 04649U102   9,300,088 976,900 SH   SOLE   976,900 0 0
CANTALOUPE INC COM 138103106   1,465,861 197,822 SH   SOLE   197,822 0 0
DIGITAL TURBINE INC COM NEW 25400W102   2,789,002 406,560 SH   SOLE   406,560 0 0
DOCGO INC COM 256086109   5,726,608 1,024,438 SH   SOLE   1,024,438 0 0
DXC TECHNOLOGY COMPANY COM 23355L106   3,659,200 160,000 SH   SOLE   160,000 0 0
GAIA INC-CLASS A CL A 36269P104   1,696,424 628,305 SH   SOLE   628,305 0 0
GRID DYNAMICS HOLDINGS INC CL A 39813G109   3,062,981 229,781 SH   SOLE   229,781 0 0
ICHOR HOLDINGS LTD SHS G4740B105   5,525,409 164,300 SH   SOLE   164,300 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207   9,464,494 466,461 SH   SOLE   466,461 0 0
KRYSTAL BIOTECH INC COM 501147102   13,673,273 110,215 SH   SOLE   110,215 0 0
LUMENTUM HOLDINGS INC COM 55024U109   8,725,990 166,463 SH   SOLE   166,463 0 0
MACOM TECHNOLOGY SOLUTIONS COM 55405Y100   12,450,281 133,946 SH   SOLE   133,946 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   5,172,863 689,715 SH   SOLE   689,715 0 0
MAGNITE INC COM 55955D100   3,135,868 335,746 SH   SOLE   335,746 0 0
MARVELL TECHNOLOGY INC COM 573874104   15,099,031 250,357 SH   SOLE   250,357 0 0
MICRON TECHNOLOGY INC COM 595112103   5,120,400 60,000 SH   SOLE   60,000 0 0
NERDY INC CL A COM 64081V109   702,416 204,786 SH   SOLE   204,786 0 0
NEXXEN INTERNATIONAL LTD AMERICAN DEPOSI ADS 89484T104   1,661,117 328,284 SH   SOLE   328,284 0 0
NV5 GLOBAL INC COM 62945V109   4,451,134 40,057 SH   SOLE   40,057 0 0
OUTBRAIN INC COM 69002R103   3,511,087 801,618 SH   SOLE   801,618 0 0
POWER SOLUTIONS INTERNATIONA COM 73933G202   1,414,652 690,074 SH   SOLE   690,074 0 0
PROS HOLDINGS INC COM 74346Y103   1,959,167 50,507 SH   SOLE   50,507 0 0
PROTO LABS INC COM 743713109   9,818,037 252,003 SH   SOLE   252,003 0 0
SILICON LABORATORIES INC COM 826919102   10,449,330 79,000 SH   SOLE   79,000 0 0
SITIME CORP COM 82982T106   9,772,016 80,046 SH   SOLE   80,046 0 0
SYMBOTIC INC CLASS A COM 87151X101   13,859,100 270,000 SH   SOLE   270,000 0 0
THRYV HOLDINGS INC COM NEW 886029206   5,135,994 252,383 SH   SOLE   252,383 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   15,300,800 80,000 SH   SOLE   80,000 0 0