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

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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   3,424,335 1,358,863 SH   SOLE   1,358,863 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   9,021,485 282,451 SH   SOLE   282,451 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105   405,175 185,860 SH   SOLE   185,860 0 0
AMBARELLA INC SHS G037AX101   5,332,220 100,551 SH   SOLE   100,551 0 0
ARLO TECHNOLOGIES INC COM 04206A101   309,000 30,000 SH   SOLE   30,000 0 0
ASURE SOFTWARE INC COM 04649U102   8,177,423 864,421 SH   SOLE   864,421 0 0
CANTALOUPE INC COM 138103106   1,236,388 197,822 SH   SOLE   197,822 0 0
CREDO TECHNOLOGY GROUP ORDINARY SHARES G25457105   6,023,750 395,000 SH   SOLE   395,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102   2,459,688 406,560 SH   SOLE   406,560 0 0
DOCGO INC COM 256086109   3,994,505 749,438 SH   SOLE   749,438 0 0
DXC TECHNOLOGY COMPANY COM 23355L106   3,332,800 160,000 SH   SOLE   160,000 0 0
GAIA INC-CLASS A CL A 36269P104   1,708,990 628,305 SH   SOLE   628,305 0 0
GRID DYNAMICS HOLDINGS INC CL A 39813G109   2,798,733 229,781 SH   SOLE   229,781 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207   7,006,244 466,461 SH   SOLE   466,461 0 0
KRYSTAL BIOTECH INC COM 501147102   12,552,940 108,215 SH   SOLE   108,215 0 0
LIVEVOX HOLDINGS INC COM CL A 53838L100   210,420 63,000 SH   SOLE   63,000 0 0
LUMENTUM HOLDINGS INC COM 55024U109   7,068,998 156,463 SH   SOLE   156,463 0 0
MACOM TECHNOLOGY SOLUTIONS COM 55405Y100   10,927,315 133,946 SH   SOLE   133,946 0 0
MAGNACHIP SEMICONDUCT-DEP SH COM 55933J203   5,731,532 689,715 SH   SOLE   689,715 0 0
MAGNITE INC COM 55955D100   3,737,925 495,746 SH   SOLE   495,746 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,739,874 235,357 SH   SOLE   235,357 0 0
MICRON TECHNOLOGY INC COM 595112103   5,442,400 80,000 SH   SOLE   80,000 0 0
NERDY INC CL A COM 64081V109   111,000 30,000 SH   SOLE   30,000 0 0
NLIGHT INC COM 65487K100   1,452,235 139,638 SH   SOLE   139,638 0 0
NV5 GLOBAL INC COM 62945V109   3,854,685 40,057 SH   SOLE   40,057 0 0
OUTBRAIN INC COM 69002R103   3,250,608 667,476 SH   SOLE   667,476 0 0
POWER SOLUTIONS INTERNATIONA COM 73933G202   2,259,992 690,074 SH   SOLE   690,074 0 0
PROTO LABS INC COM 743713109   6,647,599 251,803 SH   SOLE   251,803 0 0
SILICON LABORATORIES INC COM 826919102   9,155,310 79,000 SH   SOLE   79,000 0 0
SITIME CORP COM 82982T106   8,574,006 75,046 SH   SOLE   75,046 0 0
SYMBOTIC INC CLASS A COM 87151X101   8,691,800 260,000 SH   SOLE   260,000 0 0
THRYV HOLDINGS INC COM NEW 886029206   4,174,129 222,383 SH   SOLE   222,383 0 0
TREMOR INTERNATIONAL LTD-ADR ADS 89484T104   1,123,543 318,284 SH   SOLE   318,284 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   12,559,200 80,000 SH   SOLE   80,000 0 0
VICOR CORP COM 925815102   9,852,533 167,304 SH   SOLE   167,304 0 0