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
908 DEVICES INC COM 65443P102   855,600 120,000 SH   DFND 1 120,000 0 0
908 DEVICES INC COM 65443P102   213,900 30,000 SH   SOLE   30,000 0 0
ABRDN HEALTHCARE INVESTORS SH BEN INT 87911J103   2,995,890 193,408 SH   DFND 1 193,408 0 0
ABRDN HEALTHCARE INVESTORS SH BEN INT 87911J103   1,390,537 89,770 SH   SOLE   89,770 0 0
ABRDN LIFE SCIENCES INVESTOR SH BEN INT 87911K100   3,637,886 283,988 SH   DFND 1 283,988 0 0
ABRDN LIFE SCIENCES INVESTOR SH BEN INT 87911K100   1,378,189 107,587 SH   SOLE   107,587 0 0
ADTRAN HOLDINGS INC COM 00486H105   627,900 70,000 SH   DFND 2 70,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   8,297,250 925,000 SH   DFND 3 925,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   1,121,250 125,000 SH   DFND 4 125,000 0 0
AIR LEASE CORP CL A 00912X302   1,453,477 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302   1,178,574 20,150 SH   SOLE   20,150 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   4,865,360 61,000 SH   DFND 2 61,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   717,840 9,000 SH   DFND 3 9,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   9,252,160 116,000 SH   DFND 4 116,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   1,709,500 50,000 SH   DFND 3 50,000 0 0
ALPHA PRO TECH LTD COM 020772109   2,872,625 612,500 SH   DFND 4 612,500 0 0
ALPHABET INC CAP STK CL A 02079K305   704,920 4,000 SH   DFND 2 4,000 0 0
ANALOG DEVICES INC COM 032654105   2,380,200 10,000 SH   DFND 2 10,000 0 0
APPLE INC COM 037833100   974,558 4,750 SH   DFND 2 4,750 0 0
APPLE INC COM 037833100   2,810,829 13,700 SH   DFND 4 13,700 0 0
APPLIED MATLS INC COM 038222105   1,510,328 8,250 SH   DFND 2 8,250 0 0
ARLO TECHNOLOGIES INC COM 04206A101   22,175,200 1,307,500 SH   DFND 4 1,307,500 0 0
ARTERIS INC COM 04302A104   5,098,550 535,000 SH   DFND 3 535,000 0 0
ARTERIS INC COM 04302A104   23,062,600 2,420,000 SH   DFND 4 2,420,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,203,823 2,750 SH   DFND 2 2,750 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,404,170 3,000 SH   DFND 4 3,000 0 0
ASPEN AEROGELS INC COM 04523Y105   821,696 138,800 SH   DFND 1 138,800 0 0
ASPEN AEROGELS INC COM 04523Y105   2,590,000 437,500 SH   DFND 2 437,500 0 0
ASPEN AEROGELS INC COM 04523Y105   4,585,040 774,500 SH   DFND 3 774,500 0 0
ASPEN AEROGELS INC COM 04523Y105   9,590,400 1,620,000 SH   DFND 4 1,620,000 0 0
ASPEN AEROGELS INC COM 04523Y105   256,928 43,400 SH   SOLE   43,400 0 0
ASTRONICS CORP COM 046433108   8,955,900 267,500 SH   DFND 4 267,500 0 0
ASURE SOFTWARE INC COM 04649U102   24,351,200 2,495,000 SH   DFND 4 2,495,000 0 0
AXT INC COM 00246W103   156,750 75,000 SH   DFND 1 75,000 0 0
AXT INC COM 00246W103   627,000 300,000 SH   DFND 3 300,000 0 0
AXT INC COM 00246W103   38,665 18,500 SH   SOLE   18,500 0 0
BADGER METER INC COM 056525108   1,469,700 6,000 SH   DFND 3 6,000 0 0
BECTON DICKINSON & CO COM 075887109   2,885,188 16,750 SH   DFND 2 16,750 0 0
BENTLEY SYS INC COM CL B 08265T208   809,550 15,000 SH   DFND 2 15,000 0 0
BENTLEY SYS INC COM CL B 08265T208   1,619,100 30,000 SH   DFND 3 30,000 0 0
BENTLEY SYS INC COM CL B 08265T208   2,293,725 42,500 SH   DFND 4 42,500 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   2,125,000 425,000 SH   DFND 3 425,000 0 0
BOEING CO COM 097023105   3,771,540 18,000 SH   DFND 1 18,000 0 0
BOEING CO COM 097023105   942,885 4,500 SH   SOLE   4,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   1,544,875 12,500 SH   DFND 2 12,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   11,741,050 95,000 SH   DFND 4 95,000 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   481,455 8,715 SH   DFND 1 8,715 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   212,967 3,855 SH   SOLE   3,855 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   2,033,010 32,870 SH   DFND 1 32,870 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   830,274 13,424 SH   SOLE   13,424 0 0
BRUKER CORP COM 116794108   1,874,600 45,500 SH   DFND 2 45,500 0 0
BRUKER CORP COM 116794108   1,545,000 37,500 SH   DFND 3 37,500 0 0
BRUKER CORP COM 116794108   5,665,000 137,500 SH   DFND 4 137,500 0 0
CALIX INC COM 13100M509   2,127,600 40,000 SH   DFND 3 40,000 0 0
CAMTEK LTD ORD M20791105   2,114,000 25,000 SH   DFND 3 25,000 0 0
CAMTEK LTD ORD M20791105   2,959,600 35,000 SH   DFND 4 35,000 0 0
CAREDX INC COM 14167L103   195,400 10,000 SH   DFND 1 10,000 0 0
CAREDX INC COM 14167L103   97,700 5,000 SH   SOLE   5,000 0 0
CARMAX INC COM 143130102   4,368,650 65,000 SH   DFND 2 65,000 0 0
CARMAX INC COM 143130102   4,536,675 67,500 SH   DFND 4 67,500 0 0
CARTERS INC COM 146229109   2,304,945 76,500 SH   DFND 4 76,500 0 0
CENTURI HOLDINGS INC COM SHS 155923105   495,991 22,103 SH   DFND 1 22,103 0 0
CENTURI HOLDINGS INC COM SHS 155923105   1,065,900 47,500 SH   DFND 2 47,500 0 0
CENTURI HOLDINGS INC COM SHS 155923105   504,900 22,500 SH   DFND 3 22,500 0 0
CENTURI HOLDINGS INC COM SHS 155923105   7,180,800 320,000 SH   DFND 4 320,000 0 0
CENTURI HOLDINGS INC COM SHS 155923105   123,981 5,525 SH   SOLE   5,525 0 0
CEVA INC COM 157210105   2,527,700 115,000 SH   DFND 3 115,000 0 0
CHART INDS INC COM 16115Q308   3,704,625 22,500 SH   DFND 3 22,500 0 0
CHEVRON CORP NEW COM 166764100   608,558 4,250 SH   DFND 2 4,250 0 0
CHEVRON CORP NEW COM 166764100   572,760 4,000 SH   SOLE   4,000 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   248,549 1,371 SH   DFND 1 1,371 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   206,852 1,141 SH   DFND 2 1,141 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   185,278 1,022 SH   DFND 3 1,022 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   1,103,694 6,088 SH   DFND 4 6,088 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   68,528 378 SH   SOLE   378 0 0
CLEAN HARBORS INC COM 184496107   2,475,013 10,706 SH   DFND 1 10,706 0 0
CLEAN HARBORS INC COM 184496107   2,843,514 12,300 SH   DFND 2 12,300 0 0
CLEAN HARBORS INC COM 184496107   7,860,120 34,000 SH   DFND 4 34,000 0 0
CLEAN HARBORS INC COM 184496107   901,602 3,900 SH   SOLE   3,900 0 0
COGNEX CORP COM 192422103   1,506,700 47,500 SH   DFND 3 47,500 0 0
COGNEX CORP COM 192422103   3,425,760 108,000 SH   DFND 4 108,000 0 0
COHERENT CORP COM 19247G107   10,259,150 115,000 SH   DFND 1 115,000 0 0
COHERENT CORP COM 19247G107   2,319,460 26,000 SH   DFND 2 26,000 0 0
COHERENT CORP COM 19247G107   2,230,250 25,000 SH   SOLE   25,000 0 0
COHU INC COM 192576106   2,270,320 118,000 SH   DFND 3 118,000 0 0
COMCAST CORP NEW CL A 20030N101   7,138,000 200,000 SH   DFND 1 200,000 0 0
COMCAST CORP NEW CL A 20030N101   1,159,925 32,500 SH   DFND 2 32,500 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   306,618 125,150 SH   DFND 1 125,150 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   245,000 100,000 SH   DFND 3 100,000 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   3,508,400 1,432,000 SH   DFND 4 1,432,000 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   76,563 31,250 SH   SOLE   31,250 0 0
CORE MOLDING TECHNOLOGIES IN COM 218683100   663,600 40,000 SH   DFND 1 40,000 0 0
CORE MOLDING TECHNOLOGIES IN COM 218683100   3,400,950 205,000 SH   DFND 4 205,000 0 0
CORE MOLDING TECHNOLOGIES IN COM 218683100   165,900 10,000 SH   SOLE   10,000 0 0
CORNING INC COM 219350105   2,208,780 42,000 SH   DFND 2 42,000 0 0
CRA INTL INC COM 12618T105   15,879,608 84,750 SH   DFND 4 84,750 0 0
CRH PLC ORD G25508105   459,000 5,000 SH   DFND 2 5,000 0 0
CRH PLC ORD G25508105   2,570,400 28,000 SH   DFND 4 28,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   763,965 1,500 SH   DFND 2 1,500 0 0
CRYOPORT INC COM PAR $0.001 229050307   2,073,880 278,000 SH   DFND 3 278,000 0 0
CRYOPORT INC COM PAR $0.001 229050307   220,070 29,500 SH   DFND 4 29,500 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,646,160 24,000 SH   DFND 1 24,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,200,325 17,500 SH   DFND 2 17,500 0 0
DUPONT DE NEMOURS INC COM 26614N102   411,540 6,000 SH   SOLE   6,000 0 0
ECOVYST INC COM 27923Q109   7,571,600 920,000 SH   DFND 4 920,000 0 0
EDUCATIONAL DEV CORP COM 281479105   1,064,000 800,000 SH   DFND 4 800,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100   5,518,350 45,000 SH   DFND 1 45,000 0 0
ENERGY SVCS ACQUISITION CORP COM 29271Q103   1,242,500 125,000 SH   DFND 4 125,000 0 0
ENHABIT INC COM 29332G102   482,000 50,000 SH   DFND 1 50,000 0 0
ENTEGRIS INC COM 29362U104   4,839,000 60,000 SH   DFND 1 60,000 0 0
ENTEGRIS INC COM 29362U104   7,016,550 87,000 SH   DFND 2 87,000 0 0
ENTEGRIS INC COM 29362U104   967,800 12,000 SH   DFND 3 12,000 0 0
ENTEGRIS INC COM 29362U104   5,322,900 66,000 SH   DFND 4 66,000 0 0
ENTEGRIS INC COM 29362U104   1,209,750 15,000 SH   SOLE   15,000 0 0
EQUINIX INC COM 29444U700   1,988,675 2,500 SH   DFND 2 2,500 0 0
EQUINIX INC COM 29444U700   5,170,555 6,500 SH   DFND 4 6,500 0 0
EVERUS CONSTR GROUP COM 300426103   794,125 12,500 SH   DFND 3 12,500 0 0
EVERUS CONSTR GROUP COM 300426103   5,876,525 92,500 SH   DFND 4 92,500 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   624,000 100,000 SH   DFND 4 100,000 0 0
EXTREME NETWORKS COM 30226D106   718,000 40,000 SH   DFND 3 40,000 0 0
FARO TECHNOLOGIES INC COM 311642102   1,350,540 30,750 SH   DFND 1 30,750 0 0
FARO TECHNOLOGIES INC COM 311642102   34,257,600 780,000 SH   DFND 4 780,000 0 0
FARO TECHNOLOGIES INC COM 311642102   334,890 7,625 SH   SOLE   7,625 0 0
FORMFACTOR INC COM 346375108   7,226,100 210,000 SH   DFND 1 210,000 0 0
FORMFACTOR INC COM 346375108   3,613,050 105,000 SH   DFND 2 105,000 0 0
FORMFACTOR INC COM 346375108   1,376,400 40,000 SH   DFND 3 40,000 0 0
FORMFACTOR INC COM 346375108   8,602,500 250,000 SH   DFND 4 250,000 0 0
FORMFACTOR INC COM 346375108   1,720,500 50,000 SH   SOLE   50,000 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   161,849 32,763 SH   DFND 1 32,763 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   24,700 5,000 SH   SOLE   5,000 0 0
FREQUENCY ELECTRS INC COM 358010106   1,135,500 50,000 SH   SOLE   50,000 0 0
GENERAC HLDGS INC COM 368736104   1,575,310 11,000 SH   DFND 3 11,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   24,492,000 2,355,000 SH   DFND 4 2,355,000 0 0
GILEAD SCIENCES INC COM 375558103   4,434,800 40,000 SH   DFND 1 40,000 0 0
GILEAD SCIENCES INC COM 375558103   582,068 5,250 SH   DFND 2 5,250 0 0
GILEAD SCIENCES INC COM 375558103   1,108,700 10,000 SH   SOLE   10,000 0 0
GORMAN RUPP CO COM 383082104   5,140,800 140,000 SH   DFND 4 140,000 0 0
HARMONIC INC COM 413160102   5,350,550 565,000 SH   DFND 3 565,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,717,800 84,000 SH   DFND 2 84,000 0 0
HONEYWELL INTL INC COM 438516106   4,657,600 20,000 SH   DFND 1 20,000 0 0
HONEYWELL INTL INC COM 438516106   582,200 2,500 SH   DFND 2 2,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   2,414,600 10,000 SH   DFND 2 10,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   10,744,970 44,500 SH   DFND 4 44,500 0 0
ICHOR HOLDINGS SHS G4740B105   1,325,700 67,500 SH   DFND 3 67,500 0 0
INSIGHT ENTERPRISES INC COM 45765U103   1,518,935 11,000 SH   DFND 3 11,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   591,525 4,500 SH   DFND 2 4,500 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,300,375 17,500 SH   DFND 4 17,500 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   354,919 25,424 SH   SOLE   25,424 0 0
KINDERCARE LEARNING COMPANIE COM 49456W105   323,200 32,000 SH   DFND 1 32,000 0 0
KINDERCARE LEARNING COMPANIE COM 49456W105   80,800 8,000 SH   SOLE   8,000 0 0
KLA CORP COM NEW 482480100   9,853,140 11,000 SH   DFND 1 11,000 0 0
KLA CORP COM NEW 482480100   3,135,090 3,500 SH   SOLE   3,500 0 0
KLAVIYO INC COM SER A 49845K101   1,679,000 50,000 SH   DFND 1 50,000 0 0
KLAVIYO INC COM SER A 49845K101   1,511,100 45,000 SH   DFND 2 45,000 0 0
KLAVIYO INC COM SER A 49845K101   6,548,100 195,000 SH   DFND 4 195,000 0 0
KLAVIYO INC COM SER A 49845K101   503,700 15,000 SH   SOLE   15,000 0 0
KVH INDS INC COM 482738101   727,012 136,400 SH   DFND 2 136,400 0 0
KVH INDS INC COM 482738101   860,262 161,400 SH   DFND 3 161,400 0 0
KVH INDS INC COM 482738101   2,352,662 441,400 SH   DFND 4 441,400 0 0
LABCORP HOLDINGS INC COM SHS 504922105   8,600,615 32,763 SH   DFND 1 32,763 0 0
LABCORP HOLDINGS INC COM SHS 504922105   1,640,688 6,250 SH   DFND 2 6,250 0 0
LABCORP HOLDINGS INC COM SHS 504922105   3,228,873 12,300 SH   DFND 4 12,300 0 0
LABCORP HOLDINGS INC COM SHS 504922105   1,312,550 5,000 SH   SOLE   5,000 0 0
LAM RESEARCH CORP COM NEW 512807306   2,433,500 25,000 SH   DFND 2 25,000 0 0
LEMAITRE VASCULAR INC COM 525558201   3,322,000 40,000 SH   DFND 4 40,000 0 0
LINCOLN EDL SVCS CORP COM 533535100   14,048,975 609,500 SH   DFND 4 609,500 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   487,491 41,773 SH   DFND 1 41,773 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   121,952 10,450 SH   SOLE   10,450 0 0
MARKEL GROUP INC COM 570535104   2,996,040 1,500 SH   DFND 2 1,500 0 0
MARKEL GROUP INC COM 570535104   6,890,892 3,450 SH   DFND 4 3,450 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,902,500 37,500 SH   DFND 2 37,500 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,393,200 18,000 SH   DFND 3 18,000 0 0
MATIV HOLDINGS INC COM 808541106   494,450 72,500 SH   DFND 4 72,500 0 0
MATRIX SVC CO COM 576853105   19,184,200 1,420,000 SH   DFND 4 1,420,000 0 0
MATTHEWS INTL CORP CL A 577128101   1,434,600 60,000 SH   DFND 3 60,000 0 0
MAXLINEAR INC COM 57776J100   2,202,550 155,000 SH   DFND 3 155,000 0 0
MDU RES GROUP INC COM 552690109   750,150 45,000 SH   DFND 3 45,000 0 0
MDU RES GROUP INC COM 552690109   5,817,830 349,000 SH   DFND 4 349,000 0 0
MEDTRONIC PLC SHS G5960L103   2,052,069 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103   1,656,230 19,000 SH   DFND 2 19,000 0 0
MEDTRONIC PLC SHS G5960L103   653,775 7,500 SH   SOLE   7,500 0 0
MERCURY SYS INC COM 589378108   538,600 10,000 SH   DFND 3 10,000 0 0
MKS INC. COM 55306N104   2,484,000 25,000 SH   DFND 1 25,000 0 0
MKS INC. COM 55306N104   2,210,760 22,250 SH   DFND 2 22,250 0 0
MKS INC. COM 55306N104   1,987,200 20,000 SH   DFND 3 20,000 0 0
MKS INC. COM 55306N104   4,620,240 46,500 SH   DFND 4 46,500 0 0
MKS INC. COM 55306N104   1,490,400 15,000 SH   SOLE   15,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   269,700 15,000 SH   DFND 2 15,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   969,122 53,900 SH   DFND 3 53,900 0 0
MYR GROUP INC DEL COM 55405W104   5,443,500 30,000 SH   DFND 4 30,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   3,104,510 219,400 SH   DFND 1 219,400 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   212,250 15,000 SH   DFND 2 15,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   942,390 66,600 SH   SOLE   66,600 0 0
NLIGHT INC COM 65487K100   2,494,932 126,775 SH   DFND 1 126,775 0 0
NLIGHT INC COM 65487K100   2,952,000 150,000 SH   DFND 3 150,000 0 0
NLIGHT INC COM 65487K100   30,012,000 1,525,000 SH   DFND 4 1,525,000 0 0
NLIGHT INC COM 65487K100   707,791 35,965 SH   SOLE   35,965 0 0
NORTHERN TECHNOLOGIES INTL C COM 665809109   3,819,855 515,500 SH   DFND 4 515,500 0 0
NOVA LTD COM M7516K103   10,595,200 38,500 SH   DFND 1 38,500 0 0
NOVA LTD COM M7516K103   6,054,400 22,000 SH   DFND 2 22,000 0 0
NOVA LTD COM M7516K103   17,268,800 62,750 SH   DFND 4 62,750 0 0
NOVA LTD COM M7516K103   1,788,800 6,500 SH   SOLE   6,500 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,662,500 50,000 SH   DFND 2 50,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   7,874,375 107,500 SH   DFND 4 107,500 0 0
OIL DRI CORP AMER COM 677864100   33,122,885 561,500 SH   DFND 4 561,500 0 0
PARSONS CORP DEL COM 70202L102   2,511,950 35,000 SH   DFND 1 35,000 0 0
PARSONS CORP DEL COM 70202L102   6,208,105 86,500 SH   DFND 2 86,500 0 0
PARSONS CORP DEL COM 70202L102   1,435,400 20,000 SH   DFND 3 20,000 0 0
PARSONS CORP DEL COM 70202L102   9,868,375 137,500 SH   DFND 4 137,500 0 0
PARSONS CORP DEL COM 70202L102   717,700 10,000 SH   SOLE   10,000 0 0
PDF SOLUTIONS INC COM 693282105   6,734,700 315,000 SH   DFND 2 315,000 0 0
PDF SOLUTIONS INC COM 693282105   7,037,227 329,150 SH   DFND 3 329,150 0 0
PDF SOLUTIONS INC COM 693282105   27,138,703 1,269,350 SH   DFND 4 1,269,350 0 0
PENGUIN SOLUTIONS INC SHS G8232Y101   2,080,050 105,000 SH   DFND 3 105,000 0 0
PHOTRONICS INC COM 719405102   3,577,700 190,000 SH   DFND 1 190,000 0 0
PHOTRONICS INC COM 719405102   2,626,785 139,500 SH   DFND 2 139,500 0 0
PHOTRONICS INC COM 719405102   1,883,000 100,000 SH   DFND 3 100,000 0 0
PHOTRONICS INC COM 719405102   5,413,625 287,500 SH   DFND 4 287,500 0 0
PHOTRONICS INC COM 719405102   847,350 45,000 SH   SOLE   45,000 0 0
POWER INTEGRATIONS INC COM 739276103   419,250 7,500 SH   DFND 3 7,500 0 0
PRECISION OPTICS CORP INC MA COM NEW 740294400   3,409,000 700,000 SH   DFND 4 700,000 0 0
PROS HOLDINGS INC COM 74346Y103   2,349,000 150,000 SH   DFND 3 150,000 0 0
PURE STORAGE INC CL A 74624M102   575,800 10,000 SH   DFND 3 10,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   808,335 4,500 SH   DFND 2 4,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100   538,890 3,000 SH   DFND 4 3,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203   820,166 406,023 SH   DFND 4 406,023 0 0
RAPID7 INC COM 753422104   3,700,800 160,000 SH   DFND 3 160,000 0 0
RESEARCH SOLUTIONS INC COM 761025105   8,409,100 2,930,000 SH   DFND 4 2,930,000 0 0
ROGERS CORP COM 775133101   3,766,400 55,000 SH   DFND 3 55,000 0 0
RTX CORPORATION COM 75513E101   365,050 2,500 SH   DFND 2 2,500 0 0
RTX CORPORATION COM 75513E101   730,100 5,000 SH   SOLE   5,000 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301   864,000 100,000 SH   DFND 4 100,000 0 0
SITIME CORP COM 82982T106   1,598,100 7,500 SH   DFND 2 7,500 0 0
SITIME CORP COM 82982T106   1,065,400 5,000 SH   DFND 3 5,000 0 0
SITIME CORP COM 82982T106   2,024,260 9,500 SH   DFND 4 9,500 0 0
SMITH MIDLAND CORP COM 832156103   7,282,520 217,000 SH   DFND 4 217,000 0 0
SOUTHWEST AIRLS CO COM 844741108   785,048 24,200 SH   DFND 1 24,200 0 0
SOUTHWEST AIRLS CO COM 844741108   358,462 11,050 SH   SOLE   11,050 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   982,800 35,000 SH   DFND 4 35,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   32,820 27,350 SH   DFND 1 27,350 0 0
STANDARD BIOTOOLS INC COM 34385P108   480,000 400,000 SH   DFND 3 400,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   8,502 7,085 SH   SOLE   7,085 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   11,762,400 240,000 SH   DFND 1 240,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   14,555,970 297,000 SH   DFND 2 297,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   2,695,550 55,000 SH   DFND 3 55,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   39,698,100 810,000 SH   DFND 4 810,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   1,225,250 25,000 SH   SOLE   25,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109   2,930,018 356,884 SH   DFND 1 356,884 0 0
SURO CAPITAL CORP COM NEW 86887Q109   670,839 81,710 SH   SOLE   81,710 0 0
TENABLE HLDGS INC COM 88025T102   675,600 20,000 SH   DFND 3 20,000 0 0
TERADYNE INC COM 880770102   2,248,000 25,000 SH   DFND 2 25,000 0 0
TERADYNE INC COM 880770102   2,023,200 22,500 SH   DFND 4 22,500 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   2,520,000 750,000 SH   DFND 4 750,000 0 0
THE TRADE DESK INC COM CL A 88339J105   2,699,625 37,500 SH   DFND 2 37,500 0 0
THE TRADE DESK INC COM CL A 88339J105   1,223,830 17,000 SH   DFND 4 17,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,270,980 13,000 SH   DFND 1 13,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,473,710 13,500 SH   DFND 2 13,500 0 0
THERMON GROUP HLDGS INC COM 88362T103   17,507,880 623,500 SH   DFND 4 623,500 0 0
THREDUP INC CL A 88556E102   44,003,750 5,875,000 SH   DFND 4 5,875,000 0 0
TRANSCAT INC COM 893529107   2,277,940 26,500 SH   DFND 3 26,500 0 0
TRANSCAT INC COM 893529107   3,438,400 40,000 SH   DFND 4 40,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   3,061,500 75,000 SH   DFND 1 75,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   1,591,980 39,000 SH   DFND 2 39,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   7,551,700 185,000 SH   DFND 3 185,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   1,020,500 25,000 SH   SOLE   25,000 0 0
UGI CORP NEW COM 902681105   364,200 10,000 SH   SOLE   10,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   789,950 35,000 SH   DFND 3 35,000 0 0
UNISYS CORP COM NEW 909214306   540,882 119,400 SH   DFND 1 119,400 0 0
UNISYS CORP COM NEW 909214306   1,792,974 395,800 SH   DFND 2 395,800 0 0
UNISYS CORP COM NEW 909214306   2,006,790 443,000 SH   DFND 3 443,000 0 0
UNISYS CORP COM NEW 909214306   20,557,140 4,538,000 SH   DFND 4 4,538,000 0 0
UNISYS CORP COM NEW 909214306   152,208 33,600 SH   SOLE   33,600 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   10,539,790 311,000 SH   DFND 4 311,000 0 0
VAIL RESORTS INC COM 91879Q109   2,356,950 15,000 SH   DFND 1 15,000 0 0
VAIL RESORTS INC COM 91879Q109   549,955 3,500 SH   DFND 2 3,500 0 0
VAIL RESORTS INC COM 91879Q109   2,356,950 15,000 SH   DFND 3 15,000 0 0
VAIL RESORTS INC COM 91879Q109   785,650 5,000 SH   SOLE   5,000 0 0
VEECO INSTRS INC DEL COM 922417100   1,625,600 80,000 SH   DFND 1 80,000 0 0
VEECO INSTRS INC DEL COM 922417100   1,727,200 85,000 SH   DFND 2 85,000 0 0
VEECO INSTRS INC DEL COM 922417100   2,438,400 120,000 SH   DFND 3 120,000 0 0
VEECO INSTRS INC DEL COM 922417100   8,351,520 411,000 SH   DFND 4 411,000 0 0
VEECO INSTRS INC DEL COM 922417100   508,000 25,000 SH   SOLE   25,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   865,400 20,000 SH   SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,113,943 24,250 SH   DFND 2 24,250 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   33,450,805 260,500 SH   DFND 4 260,500 0 0
VIASAT INC COM 92552V100   3,971,200 272,000 SH   DFND 1 272,000 0 0
VIASAT INC COM 92552V100   1,213,260 83,100 SH   SOLE   83,100 0 0
VICOR CORP COM 925815102   1,814,400 40,000 SH   DFND 1 40,000 0 0
VICOR CORP COM 925815102   4,037,040 89,000 SH   DFND 2 89,000 0 0
VICOR CORP COM 925815102   2,268,000 50,000 SH   DFND 3 50,000 0 0
VICOR CORP COM 925815102   23,201,640 511,500 SH   DFND 4 511,500 0 0
VICOR CORP COM 925815102   680,400 15,000 SH   SOLE   15,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   2,937,800 185,000 SH   DFND 2 185,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   4,446,400 280,000 SH   DFND 3 280,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   16,832,800 1,060,000 SH   DFND 4 1,060,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   2,107,500 75,000 SH   DFND 3 75,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   16,368,250 582,500 SH   DFND 4 582,500 0 0
VITAL FARMS INC COM 92847W103   19,548,900 507,500 SH   DFND 4 507,500 0 0
WABTEC COM 929740108   8,374,000 40,000 SH   DFND 1 40,000 0 0
WABTEC COM 929740108   575,713 2,750 SH   DFND 4 2,750 0 0
WABTEC COM 929740108   2,721,550 13,000 SH   SOLE   13,000 0 0
YEXT INC COM 98585N106   255,000 30,000 SH   DFND 3 30,000 0 0