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
ABRDN HEALTHCARE INVESTORS SH BEN INT 87911J103   2,568,582 155,014 SH   DFND 1 155,014 0 0
ABRDN HEALTHCARE INVESTORS SH BEN INT 87911J103   1,192,228 71,951 SH   SOLE   71,951 0 0
ABRDN LIFE SCIENCES INVESTOR SH BEN INT 87911K100   3,063,160 227,575 SH   DFND 1 227,575 0 0
ABRDN LIFE SCIENCES INVESTOR SH BEN INT 87911K100   1,160,481 86,217 SH   SOLE   86,217 0 0
ACV AUCTIONS INC COM CL A 00091G104   1,310,475 86,500 SH   DFND 4 86,500 0 0
ADAMS RES & ENERGY INC COM NEW 006351308   3,586,660 137,000 SH   DFND 4 137,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   25,690 3,500 SH   DFND 1 3,500 0 0
ADTRAN HOLDINGS INC COM 00486H105   11,010 1,500 SH   SOLE   1,500 0 0
ADTRAN HOLDINGS INC COM 00486H105   2,312,100 315,000 SH   DFND 4 315,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   6,973,000 950,000 SH   DFND 3 950,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   1,064,300 145,000 SH   DFND 2 145,000 0 0
ADVANCED ENERGY INDS COM 007973100   1,860,571 17,082 SH   DFND 3 17,082 0 0
AIR LEASE CORP CL A 00912X302   845,091 20,150 SH   SOLE   20,150 0 0
AIR LEASE CORP CL A 00912X302   314,550 7,500 SH   DFND 2 7,500 0 0
AIR LEASE CORP CL A 00912X302   1,042,209 24,850 SH   DFND 1 24,850 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   2,485,350 21,000 SH   DFND 4 21,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   3,905,550 33,000 SH   DFND 2 33,000 0 0
ALLBIRDS INC COM CL A 01675A109   61,250 50,000 SH   DFND 4 50,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   1,362,150 45,000 SH   DFND 3 45,000 0 0
ALPHA PRO TECH LTD COM 020772109   1,163,800 220,000 SH   DFND 4 220,000 0 0
ALPHABET INC CAP STK CL A 02079K305   698,450 5,000 SH   DFND 2 5,000 0 0
ALTAIR ENGR INC COM CL A 021369103   841,500 10,000 SH   DFND 3 10,000 0 0
ALTAIR ENGR INC COM CL A 021369103   1,624,095 19,300 SH   DFND 2 19,300 0 0
ALTAIR ENGR INC COM CL A 021369103   5,511,825 65,500 SH   DFND 4 65,500 0 0
ALTERYX INC COM CL A 02156B103   992,718 21,050 SH   DFND 2 21,050 0 0
ALTERYX INC COM CL A 02156B103   7,489,008 158,800 SH   DFND 3 158,800 0 0
ALTERYX INC COM CL A 02156B103   5,423,400 115,000 SH   DFND 4 115,000 0 0
AMER SOFTWARE INC CL A 029683109   4,802,500 425,000 SH   DFND 4 425,000 0 0
ANALOG DEVICES INC COM 032654105   1,985,600 10,000 SH   DFND 2 10,000 0 0
APPLE INC COM 037833100   1,299,578 6,750 SH   DFND 2 6,750 0 0
APPLE INC COM 037833100   4,620,720 24,000 SH   DFND 4 24,000 0 0
APPLIED MATLS INC COM 038222105   1,458,630 9,000 SH   DFND 2 9,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101   2,284,800 240,000 SH   DFND 4 240,000 0 0
ARTERIS INC COM 04302A104   3,534,000 600,000 SH   DFND 4 600,000 0 0
ARTERIS INC COM 04302A104   2,414,900 410,000 SH   DFND 3 410,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,043,684 2,700 SH   DFND 4 2,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,703,070 2,250 SH   DFND 2 2,250 0 0
ASPEN AEROGELS INC COM 04523Y105   508,116 32,200 SH   SOLE   32,200 0 0
ASPEN AEROGELS INC COM 04523Y105   16,805,700 1,065,000 SH   DFND 4 1,065,000 0 0
ASPEN AEROGELS INC COM 04523Y105   1,656,900 105,000 SH   DFND 1 105,000 0 0
ASPEN AEROGELS INC COM 04523Y105   6,706,500 425,000 SH   DFND 2 425,000 0 0
ASPEN AEROGELS INC COM 04523Y105   21,148,356 1,340,200 SH   DFND 3 1,340,200 0 0
ASURE SOFTWARE INC COM 04649U102   3,094,000 325,000 SH   DFND 4 325,000 0 0
AXT INC COM 00246W103   96,000 40,000 SH   SOLE   40,000 0 0
AXT INC COM 00246W103   3,600,000 1,500,000 SH   DFND 3 1,500,000 0 0
AXT INC COM 00246W103   300,000 125,000 SH   DFND 4 125,000 0 0
AXT INC COM 00246W103   720,000 300,000 SH   DFND 2 300,000 0 0
AXT INC COM 00246W103   384,000 160,000 SH   DFND 1 160,000 0 0
BECTON DICKINSON & CO COM 075887109   4,449,898 18,250 SH   DFND 2 18,250 0 0
BENCHMARK ELECTRS INC COM 08160H101   270,872 9,800 SH   DFND 1 9,800 0 0
BENCHMARK ELECTRS INC COM 08160H101   69,100 2,500 SH   SOLE   2,500 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   3,892,000 400,000 SH   DFND 3 400,000 0 0
BOEING CO COM 097023105   4,691,880 18,000 SH   DFND 1 18,000 0 0
BOEING CO COM 097023105   1,172,970 4,500 SH   SOLE   4,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   942,400 10,000 SH   DFND 2 10,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   5,418,800 57,500 SH   DFND 4 57,500 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   154,855 3,855 SH   SOLE   3,855 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   350,082 8,715 SH   DFND 1 8,715 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,318,744 32,870 SH   DFND 1 32,870 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   538,571 13,424 SH   SOLE   13,424 0 0
BROOKFIELD REINS LTD CL A EXCH LT VTG G16250105   161,480 4,000 SH   SOLE   4,000 0 0
BROOKFIELD REINS LTD CL A EXCH LT VTG G16250105   161,480 4,000 SH   DFND 1 4,000 0 0
BRUKER CORP COM 116794108   3,747,480 51,000 SH   DFND 4 51,000 0 0
BRUKER CORP COM 116794108   606,210 8,250 SH   DFND 2 8,250 0 0
CAMBIUM NETWORKS CORP SHS G17766109   190,800 31,800 SH   DFND 4 31,800 0 0
CAMBIUM NETWORKS CORP SHS G17766109   4,425,000 737,500 SH   DFND 3 737,500 0 0
CAMBIUM NETWORKS CORP SHS G17766109   26,700 4,450 SH   SOLE   4,450 0 0
CAMBIUM NETWORKS CORP SHS G17766109   58,800 9,800 SH   DFND 1 9,800 0 0
CAMBIUM NETWORKS CORP SHS G17766109   588,000 98,000 SH   DFND 2 98,000 0 0
CARMAX INC COM 143130102   4,067,220 53,000 SH   DFND 4 53,000 0 0
CARMAX INC COM 143130102   5,371,800 70,000 SH   DFND 2 70,000 0 0
CARTERS INC COM 146229109   5,242,300 70,000 SH   DFND 4 70,000 0 0
CARTERS INC COM 146229109   1,291,853 17,250 SH   DFND 2 17,250 0 0
CHART INDS INC COM 16115Q308   1,363,300 10,000 SH   DFND 3 10,000 0 0
CHEVRON CORP NEW COM 166764100   745,800 5,000 SH   DFND 2 5,000 0 0
CHEVRON CORP NEW COM 166764100   596,640 4,000 SH   SOLE   4,000 0 0
CIENA CORP COM NEW 171779309   2,250,500 50,000 SH   DFND 3 50,000 0 0
CLEAN HARBORS INC COM 184496107   2,129,022 12,200 SH   DFND 2 12,200 0 0
CLEAN HARBORS INC COM 184496107   5,497,065 31,500 SH   DFND 4 31,500 0 0
CLEAN HARBORS INC COM 184496107   1,868,304 10,706 SH   DFND 1 10,706 0 0
CLEAN HARBORS INC COM 184496107   680,589 3,900 SH   SOLE   3,900 0 0
COGNEX CORP COM 192422103   1,757,254 42,100 SH   DFND 3 42,100 0 0
COGNEX CORP COM 192422103   2,087,000 50,000 SH   DFND 4 50,000 0 0
COGNEX CORP COM 192422103   371,486 8,900 SH   DFND 2 8,900 0 0
COHERENT CORP COM 19247G107   1,305,900 30,000 SH   SOLE   30,000 0 0
COHERENT CORP COM 19247G107   435,300 10,000 SH   DFND 3 10,000 0 0
COHERENT CORP COM 19247G107   5,005,950 115,000 SH   DFND 1 115,000 0 0
COHERENT CORP COM 19247G107   1,218,840 28,000 SH   DFND 2 28,000 0 0
COMCAST CORP NEW CL A 20030N101   8,770,000 200,000 SH   DFND 1 200,000 0 0
COMCAST CORP NEW CL A 20030N101   3,069,500 70,000 SH   DFND 2 70,000 0 0
CORE MOLDING TECHNOLOGIES IN COM 218683100   1,760,350 95,000 SH   DFND 4 95,000 0 0
CORE MOLDING TECHNOLOGIES IN COM 218683100   444,720 24,000 SH   DFND 1 24,000 0 0
CORE MOLDING TECHNOLOGIES IN COM 218683100   111,180 6,000 SH   SOLE   6,000 0 0
CORNING INC COM 219350105   1,218,000 40,000 SH   DFND 2 40,000 0 0
CRA INTL INC COM 12618T105   5,090,775 51,500 SH   DFND 4 51,500 0 0
CRH PLC ORD G25508105   345,800 5,000 SH   DFND 2 5,000 0 0
CRH PLC ORD G25508105   1,383,200 20,000 SH   DFND 4 20,000 0 0
CRYOPORT INC COM PAR $0.001 229050307   1,006,850 65,000 SH   DFND 3 65,000 0 0
CRYOPORT INC COM PAR $0.001 229050307   774,500 50,000 SH   DFND 2 50,000 0 0
CRYOPORT INC COM PAR $0.001 229050307   1,703,900 110,000 SH   DFND 4 110,000 0 0
EDUCATIONAL DEV CORP COM 281479105   649,600 560,000 SH   DFND 4 560,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100   3,336,000 50,000 SH   DFND 1 50,000 0 0
ENHABIT INC COM 29332G102   362,250 35,000 SH   DFND 1 35,000 0 0
ENTEGRIS INC COM 29362U104   7,668,480 64,000 SH   DFND 4 64,000 0 0
ENTEGRIS INC COM 29362U104   7,189,200 60,000 SH   DFND 1 60,000 0 0
ENTEGRIS INC COM 29362U104   11,322,990 94,500 SH   DFND 2 94,500 0 0
ENTEGRIS INC COM 29362U104   1,797,300 15,000 SH   SOLE   15,000 0 0
EQUINIX INC COM 29444U700   1,691,319 2,100 SH   DFND 4 2,100 0 0
FARO TECHNOLOGIES INC COM 311642102   6,533,700 290,000 SH   DFND 4 290,000 0 0
FARO TECHNOLOGIES INC COM 311642102   450,600 20,000 SH   DFND 3 20,000 0 0
FARO TECHNOLOGIES INC COM 311642102   99,132 4,400 SH   SOLE   4,400 0 0
FARO TECHNOLOGIES INC COM 311642102   401,034 17,800 SH   DFND 1 17,800 0 0
FORMFACTOR INC COM 346375108   5,005,200 120,000 SH   DFND 3 120,000 0 0
FORMFACTOR INC COM 346375108   8,342,000 200,000 SH   DFND 1 200,000 0 0
FORMFACTOR INC COM 346375108   4,171,000 100,000 SH   DFND 4 100,000 0 0
FORMFACTOR INC COM 346375108   1,876,950 45,000 SH   SOLE   45,000 0 0
FORMFACTOR INC COM 346375108   4,692,375 112,500 SH   DFND 2 112,500 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   724,175 20,750 SH   DFND 2 20,750 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   1,221,500 35,000 SH   DFND 4 35,000 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   174,500 5,000 SH   SOLE   5,000 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   1,143,429 32,763 SH   DFND 1 32,763 0 0
FREQUENCY ELECTRS INC COM 358010106   3,531,375 322,500 SH   DFND 3 322,500 0 0
FREQUENCY ELECTRS INC COM 358010106   1,180,958 107,850 SH   SOLE   107,850 0 0
G1 THERAPEUTICS INC COM 3621LQ109   45,750 15,000 SH   SOLE   15,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109   213,500 70,000 SH   DFND 4 70,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109   106,750 35,000 SH   DFND 2 35,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109   183,000 60,000 SH   DFND 1 60,000 0 0
GENERAC HLDGS INC COM 368736104   4,523,400 35,000 SH   DFND 3 35,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   3,244,500 525,000 SH   DFND 4 525,000 0 0
GILEAD SCIENCES INC COM 375558103   1,134,140 14,000 SH   DFND 2 14,000 0 0
GILEAD SCIENCES INC COM 375558103   810,100 10,000 SH   SOLE   10,000 0 0
GILEAD SCIENCES INC COM 375558103   3,240,400 40,000 SH   DFND 1 40,000 0 0
GSE SYS INC COM NEW 36227K205   153,750 75,000 SH   DFND 4 75,000 0 0
HARMONIC INC COM 413160102   4,564,000 350,000 SH   DFND 3 350,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   568,000 40,000 SH   SOLE   40,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   2,272,000 160,000 SH   DFND 1 160,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   466,950 27,500 SH   DFND 2 27,500 0 0
HONEYWELL INTL INC COM 438516106   4,194,200 20,000 SH   DFND 1 20,000 0 0
HONEYWELL INTL INC COM 438516106   524,275 2,500 SH   DFND 2 2,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   2,077,120 8,000 SH   DFND 4 8,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   194,730 750 SH   DFND 2 750 0 0
ICHOR HOLDINGS SHS G4740B105   1,597,425 47,500 SH   DFND 3 47,500 0 0
INFINERA CORP COM 45667G103   3,800,000 800,000 SH   DFND 3 800,000 0 0
INTEVAC INC COM 461148108   626,400 145,000 SH   DFND 3 145,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   382,631 25,424 SH   SOLE   25,424 0 0
KLA CORP COM NEW 482480100   7,556,900 13,000 SH   DFND 1 13,000 0 0
KLA CORP COM NEW 482480100   2,325,200 4,000 SH   SOLE   4,000 0 0
KLAVIYO INC COM SER A 49845K101   277,800 10,000 SH   DFND 2 10,000 0 0
KLAVIYO INC COM SER A 49845K101   222,240 8,000 SH   DFND 1 8,000 0 0
KLAVIYO INC COM SER A 49845K101   1,458,450 52,500 SH   DFND 4 52,500 0 0
KLAVIYO INC COM SER A 49845K101   55,560 2,000 SH   SOLE   2,000 0 0
KVH INDS INC COM 482738101   2,577,400 490,000 SH   DFND 2 490,000 0 0
KVH INDS INC COM 482738101   503,908 95,800 SH   DFND 1 95,800 0 0
KVH INDS INC COM 482738101   3,465,025 658,750 SH   DFND 4 658,750 0 0
KVH INDS INC COM 482738101   2,590,550 492,500 SH   DFND 3 492,500 0 0
KVH INDS INC COM 482738101   582,808 110,800 SH   SOLE   110,800 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   7,446,702 32,763 SH   DFND 1 32,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   2,000,152 8,800 SH   DFND 2 8,800 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   2,795,667 12,300 SH   DFND 4 12,300 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   1,136,450 5,000 SH   SOLE   5,000 0 0
LAM RESEARCH CORP COM 512807108   1,958,150 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201   2,185,260 38,500 SH   DFND 4 38,500 0 0
LUMENTUM HLDGS INC COM 55024U109   1,048,400 20,000 SH   DFND 3 20,000 0 0
MARKEL GROUP INC COM 570535104   283,980 200 SH   DFND 2 200 0 0
MARKEL GROUP INC COM 570535104   2,768,805 1,950 SH   DFND 4 1,950 0 0
MARVELL TECHNOLOGY INC COM 573874104   753,875 12,500 SH   DFND 3 12,500 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,005,308 33,250 SH   DFND 2 33,250 0 0
MATIV HOLDINGS INC COM 808541106   3,062,000 200,000 SH   DFND 4 200,000 0 0
MATRIX SVC CO COM 576853105   3,471,900 355,000 SH   DFND 4 355,000 0 0
MAXLINEAR INC COM 57776J100   5,169,975 217,500 SH   DFND 3 217,500 0 0
MEDTRONIC PLC SHS G5960L103   617,850 7,500 SH   SOLE   7,500 0 0
MEDTRONIC PLC SHS G5960L103   1,939,308 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103   1,647,600 20,000 SH   DFND 2 20,000 0 0
MERCURY SYS INC COM 589378108   1,462,800 40,000 SH   DFND 3 40,000 0 0
MKS INSTRS INC COM 55306N104   3,600,450 35,000 SH   DFND 1 35,000 0 0
MKS INSTRS INC COM 55306N104   7,663,815 74,500 SH   DFND 3 74,500 0 0
MKS INSTRS INC COM 55306N104   2,314,575 22,500 SH   DFND 2 22,500 0 0
MKS INSTRS INC COM 55306N104   4,114,800 40,000 SH   DFND 4 40,000 0 0
MKS INSTRS INC COM 55306N104   1,543,050 15,000 SH   SOLE   15,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   291,000 20,000 SH   DFND 2 20,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   3,192,270 219,400 SH   DFND 1 219,400 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   969,030 66,600 SH   SOLE   66,600 0 0
NLIGHT INC COM 65487K100   6,210,000 460,000 SH   DFND 4 460,000 0 0
NLIGHT INC COM 65487K100   1,822,500 135,000 SH   DFND 2 135,000 0 0
NLIGHT INC COM 65487K100   1,171,463 86,775 SH   DFND 1 86,775 0 0
NLIGHT INC COM 65487K100   7,425,000 550,000 SH   DFND 3 550,000 0 0
NLIGHT INC COM 65487K100   350,528 25,965 SH   SOLE   25,965 0 0
NORTHERN TECHNOLOGIES INTL C COM 665809109   3,062,800 260,000 SH   DFND 4 260,000 0 0
NOVA LTD COM M7516K103   6,148,203 44,750 SH   DFND 2 44,750 0 0
NOVA LTD COM M7516K103   8,243,400 60,000 SH   DFND 1 60,000 0 0
NOVA LTD COM M7516K103   2,404,325 17,500 SH   SOLE   17,500 0 0
NOVA LTD COM M7516K103   8,861,655 64,500 SH   DFND 4 64,500 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,536,340 26,000 SH   DFND 4 26,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   295,450 5,000 SH   DFND 2 5,000 0 0
OIL DRI CORP AMER COM 677864100   9,089,340 135,500 SH   DFND 4 135,500 0 0
OMNICELL COM COM 68213N109   2,069,650 55,000 SH   DFND 4 55,000 0 0
PARSONS CORP DEL COM 70202L102   4,860,025 77,500 SH   DFND 2 77,500 0 0
PARSONS CORP DEL COM 70202L102   5,549,835 88,500 SH   DFND 4 88,500 0 0
PARSONS CORP DEL COM 70202L102   627,100 10,000 SH   SOLE   10,000 0 0
PARSONS CORP DEL COM 70202L102   2,194,850 35,000 SH   DFND 1 35,000 0 0
PDF SOLUTIONS INC COM 693282105   9,079,550 282,500 SH   DFND 2 282,500 0 0
PDF SOLUTIONS INC COM 693282105   15,266,500 475,000 SH   DFND 4 475,000 0 0
PDF SOLUTIONS INC COM 693282105   3,374,700 105,000 SH   DFND 3 105,000 0 0
PHOTRONICS INC COM 719405102   1,568,500 50,000 SH   SOLE   50,000 0 0
PHOTRONICS INC COM 719405102   7,340,580 234,000 SH   DFND 4 234,000 0 0
PHOTRONICS INC COM 719405102   4,547,082 144,950 SH   DFND 2 144,950 0 0
PHOTRONICS INC COM 719405102   6,274,000 200,000 SH   DFND 1 200,000 0 0
PRECISION OPTICS CORP INC MA COM NEW 740294400   1,848,000 300,000 SH   DFND 4 300,000 0 0
PURE STORAGE INC CL A 74624M102   2,852,800 80,000 SH   DFND 3 80,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   413,640 3,000 SH   DFND 4 3,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   758,340 5,500 SH   DFND 2 5,500 0 0
RESEARCH SOLUTIONS INC COM 761025105   3,315,000 1,275,000 SH   DFND 4 1,275,000 0 0
ROGERS CORP COM 775133101   2,641,400 20,000 SH   DFND 3 20,000 0 0
SITIME CORP COM 82982T106   732,480 6,000 SH   DFND 4 6,000 0 0
SITIME CORP COM 82982T106   1,342,880 11,000 SH   DFND 2 11,000 0 0
SMITH MIDLAND CORP COM 832156103   7,110,000 180,000 SH   DFND 4 180,000 0 0
SOUTHWEST AIRLS CO COM 844741108   319,124 11,050 SH   SOLE   11,050 0 0
SOUTHWEST AIRLS CO COM 844741108   698,896 24,200 SH   DFND 1 24,200 0 0
STANDARD BIOTOOLS INC COM 34385P108   15,658 7,085 SH   SOLE   7,085 0 0
STANDARD BIOTOOLS INC COM 34385P108   2,408,900 1,090,000 SH   DFND 3 1,090,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   60,444 27,350 SH   DFND 1 27,350 0 0
SUPER MICRO COMPUTER INC COM 86800U104   14,070,870 49,500 SH   DFND 2 49,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104   2,842,600 10,000 SH   SOLE   10,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   20,608,850 72,500 SH   DFND 4 72,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104   18,476,900 65,000 SH   DFND 1 65,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109   1,217,200 308,934 SH   DFND 1 308,934 0 0
SURO CAPITAL CORP COM NEW 86887Q109   286,257 72,654 SH   SOLE   72,654 0 0
TERADYNE INC COM 880770102   596,860 5,500 SH   DFND 4 5,500 0 0
TERADYNE INC COM 880770102   569,730 5,250 SH   DFND 2 5,250 0 0
THE TRADE DESK INC COM CL A 88339J105   863,520 12,000 SH   DFND 4 12,000 0 0
THE TRADE DESK INC COM CL A 88339J105   3,238,200 45,000 SH   DFND 2 45,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,900,270 13,000 SH   DFND 1 13,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,625,338 16,250 SH   DFND 2 16,250 0 0
THERMON GROUP HLDGS INC COM 88362T103   6,269,725 192,500 SH   DFND 4 192,500 0 0
THREDUP INC CL A 88556E102   4,280,625 1,902,500 SH   DFND 4 1,902,500 0 0
TRANSCAT INC COM 893529107   2,569,255 23,500 SH   DFND 4 23,500 0 0
TTM TECHNOLOGIES INC COM 87305R109   395,250 25,000 SH   SOLE   25,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   1,185,750 75,000 SH   DFND 1 75,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   845,835 53,500 SH   DFND 2 53,500 0 0
TTM TECHNOLOGIES INC COM 87305R109   10,276,500 650,000 SH   DFND 3 650,000 0 0
UGI CORP NEW COM 902681105   492,000 20,000 SH   SOLE   20,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   1,963,050 57,500 SH   DFND 3 57,500 0 0
UNISYS CORP COM NEW 909214306   2,332,300 415,000 SH   DFND 2 415,000 0 0
UNISYS CORP COM NEW 909214306   1,686,000 300,000 SH   DFND 3 300,000 0 0
UNISYS CORP COM NEW 909214306   10,537,500 1,875,000 SH   DFND 4 1,875,000 0 0
UNISYS CORP COM NEW 909214306   140,500 25,000 SH   SOLE   25,000 0 0
UNISYS CORP COM NEW 909214306   477,700 85,000 SH   DFND 1 85,000 0 0
VACASA INC CL A NEW 91854V206   65,953 8,043 SH   DFND 2 8,043 0 0
VACASA INC CL A NEW 91854V206   317,176 38,680 SH   DFND 4 38,680 0 0
VAIL RESORTS INC COM 91879Q109   1,067,350 5,000 SH   DFND 3 5,000 0 0
VEECO INSTRS INC DEL COM 922417100   2,792,700 90,000 SH   DFND 2 90,000 0 0
VEECO INSTRS INC DEL COM 922417100   2,637,550 85,000 SH   DFND 3 85,000 0 0
VEECO INSTRS INC DEL COM 922417100   4,499,350 145,000 SH   DFND 4 145,000 0 0
VEECO INSTRS INC DEL COM 922417100   775,750 25,000 SH   SOLE   25,000 0 0
VEECO INSTRS INC DEL COM 922417100   2,482,400 80,000 SH   DFND 1 80,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   754,000 20,000 SH   SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   11,215,005 233,500 SH   DFND 4 233,500 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109   78,110 100,000 SH   DFND 4 100,000 0 0
VIASAT INC COM 92552V100   1,956,500 70,000 SH   DFND 3 70,000 0 0
VIASAT INC COM 92552V100   209,625 7,500 SH   DFND 2 7,500 0 0
VIASAT INC COM 92552V100   3,018,600 108,000 SH   DFND 1 108,000 0 0
VIASAT INC COM 92552V100   894,400 32,000 SH   SOLE   32,000 0 0
VICOR CORP COM 925815102   4,044,600 90,000 SH   DFND 2 90,000 0 0
VICOR CORP COM 925815102   9,886,800 220,000 SH   DFND 4 220,000 0 0
VICOR CORP COM 925815102   1,123,500 25,000 SH   SOLE   25,000 0 0
VICOR CORP COM 925815102   2,247,000 50,000 SH   DFND 1 50,000 0 0
VICOR CORP COM 925815102   7,185,906 159,900 SH   DFND 3 159,900 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   1,318,350 55,000 SH   DFND 2 55,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   10,476,525 307,500 SH   DFND 4 307,500 0 0
VISHAY PRECISION GROUP INC COM 92835K103   2,384,900 70,000 SH   DFND 3 70,000 0 0
WABTEC COM 929740108   5,076,000 40,000 SH   DFND 1 40,000 0 0
WABTEC COM 929740108   2,601,450 20,500 SH   SOLE   20,500 0 0
WABTEC COM 929740108   380,700 3,000 SH   DFND 4 3,000 0 0
YEXT INC COM 98585N106   1,767,000 300,000 SH   DFND 3 300,000 0 0
ZUORA INC COM CL A 98983V106   7,379,000 785,000 SH   DFND 3 785,000 0 0