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
ACI WORLDWIDE INC COM 004498101   9,446 308,706 SH   SOLE   0 0 308,706
ANSYS INC COM 03662Q105   5,662 15,602 SH   SOLE   0 0 15,602
BORGWARNER INC COM 099724106   10,728 299,260 SH   SOLE   0 0 299,260
COGNEX CORP COM 192422103   7,249 173,663 SH   SOLE   0 0 173,663
COHERENT CORP COM 19247G107   11,058 254,024 SH   SOLE   0 0 254,024
HEXCEL CORP NEW COM 428291108   5,887 79,827 SH   SOLE   0 0 79,827
MAGNITE INC COM 55955D100   10,153 1,087,041 SH   SOLE   0 0 1,087,041
MIX TELEMATICS LTD SPONSORED ADR 60688N102   8,828 1,025,321 SH   SOLE   0 0 1,025,321
PROS HOLDINGS INC COM 74346Y103   5,249 135,307 SH   SOLE   0 0 135,307
SIMULATIONS PLUS INC COM 829214105   5,491 122,709 SH   SOLE   0 0 122,709
SOUNDTHINKING INC COM 82536T107   3,202 125,369 SH   SOLE   0 0 125,369
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   2,611 28,571 SH   SOLE   0 0 28,571
STRATASYS LTD SHS M85548101   9,418 659,499 SH   SOLE   0 0 659,499
TECHNIPFMC PLC COM G87110105   11,127 552,468 SH   SOLE   0 0 552,468
TENNANT CO COM 880345103   4,718 50,904 SH   SOLE   0 0 50,904
TRUPANION INC COM 898202106   10,041 329,105 SH   SOLE   0 0 329,105
TYLER TECHNOLOGIES INC COM 902252105   498 1,192 SH   SOLE   0 0 1,192
VARONIS SYS INC COM 922280102   9,114 201,272 SH   SOLE   0 0 201,272