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   2,781,322 1,419,042 SH   SOLE   1,419,042 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   13,588,850 397,451 SH   SOLE   397,451 0 0
AMBARELLA INC SHS G037AX101   7,832,072 118,551 SH   SOLE   118,551 0 0
ARLO TECHNOLOGIES INC COM 04206A101   8,815,248 519,767 SH   SOLE   519,767 0 0
ASURE SOFTWARE INC COM 04649U102   5,681,472 582,118 SH   SOLE   582,118 0 0
BIGCOMMERCE HOLDINGS-SER 1 COM SER 1 08975P108   3,990,710 798,142 SH   SOLE   798,142 0 0
CANTALOUPE INC COM 138103106   2,174,064 197,822 SH   SOLE   197,822 0 0
DAVE INC CLASS A COM NEW 23834J201   16,467,222 61,351 SH   SOLE   61,351 0 0
DIGITAL TURBINE INC COM NEW 25400W102   3,413,569 578,571 SH   SOLE   578,571 0 0
DOCGO INC COM 256086109   4,518,909 2,878,286 SH   SOLE   2,878,286 0 0
EVERQUOTE INC COM CL A 30041R108   1,209,000 50,000 SH   SOLE   50,000 0 0
FIVE9 INC COM 338307101   4,898,800 185,000 SH   SOLE   185,000 0 0
FLOTEK INDUSTRIES INC COM NEW 343389409   3,263,023 221,072 SH   SOLE   221,072 0 0
GAIA INC-CLASS A CL A 36269P104   3,175,309 723,305 SH   SOLE   723,305 0 0
GRID DYNAMICS HOLDINGS INC CL A 39813G109   1,592,526 137,881 SH   SOLE   137,881 0 0
ICHOR HOLDINGS LTD SHS G4740B105   4,495,792 228,910 SH   SOLE   228,910 0 0
IPG PHOTONICS CORP COM 44980X109   5,070,901 73,866 SH   SOLE   73,866 0 0
KALTURA INC COM 483467106   1,795,280 893,174 SH   SOLE   893,174 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207   12,052,614 259,475 SH   SOLE   259,475 0 0
KRYSTAL BIOTECH INC COM 501147102   15,012,694 109,215 SH   SOLE   109,215 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   16,478,913 336,373 SH   SOLE   336,373 0 0
LUMENTUM HOLDINGS INC COM 55024U109   950,600 10,000 SH   SOLE   10,000 0 0
MAGNACHIP SEMICONDUCT-DEP SH COM 55933J203   2,429,846 610,514 SH   SOLE   610,514 0 0
MAGNITE INC COM 55955D100   7,395,699 306,621 SH   SOLE   306,621 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,993,632 90,357 SH   SOLE   90,357 0 0
POWER SOLUTIONS INTERNATIONA COM NEW 73933G202   2,559,646 39,574 SH   SOLE   39,574 0 0
PROS HOLDINGS INC COM 74346Y103   1,723,414 110,052 SH   SOLE   110,052 0 0
PROTO LABS INC COM 743713109   12,456,564 311,103 SH   SOLE   311,103 0 0
SILICON LABORATORIES INC COM 826919102   12,525,600 85,000 SH   SOLE   85,000 0 0
SIMILARWEB LTD SHS M84137104   5,383,508 686,672 SH   SOLE   686,672 0 0
SITIME CORP COM 82982T106   3,044,700 14,289 SH   SOLE   14,289 0 0
SPRINKLR INC CL A 85208T107   4,830,990 571,039 SH   SOLE   571,039 0 0
SYMBOTIC INC CLASS A COM 87151X101   18,648,000 480,000 SH   SOLE   480,000 0 0
THRYV HOLDINGS INC COM NEW 886029206   5,402,299 444,268 SH   SOLE   444,268 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   14,673,700 95,000 SH   SOLE   95,000 0 0