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   3,008,369 1,419,042 SH   SOLE   1,419,042 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   11,605,569 397,451 SH   SOLE   397,451 0 0
AMBARELLA INC SHS G037AX101   12,671,029 153,551 SH   SOLE   153,551 0 0
ARLO TECHNOLOGIES INC COM 04206A101   8,810,051 519,767 SH   SOLE   519,767 0 0
ASURE SOFTWARE INC COM 04649U102   3,814,878 465,229 SH   SOLE   465,229 0 0
CANTALOUPE INC COM 138103106   2,090,979 197,822 SH   SOLE   197,822 0 0
COMMERCE.COM INC COM SER 1 08975P108   5,596,714 1,121,586 SH   SOLE   1,121,586 0 0
DAVE INC CLASS A COM NEW 23834J201   13,426,422 67,351 SH   SOLE   67,351 0 0
DIGITAL TURBINE INC COM NEW 25400W102   3,702,854 578,571 SH   SOLE   578,571 0 0
DOCGO INC COM 256086109   3,299,085 2,425,798 SH   SOLE   2,425,798 0 0
EVERQUOTE INC COM CL A 30041R108   1,143,500 50,000 SH   SOLE   50,000 0 0
FIVE9 INC COM 338307101   8,470,000 350,000 SH   SOLE   350,000 0 0
FLOTEK INDUSTRIES INC COM NEW 343389409   3,373,651 231,072 SH   SOLE   231,072 0 0
GAIA INC-CLASS A CL A 36269P104   4,281,966 723,305 SH   SOLE   723,305 0 0
GRID DYNAMICS HOLDINGS INC CL A 39813G109   2,345,675 304,238 SH   SOLE   304,238 0 0
IPG PHOTONICS CORP COM 44980X109   9,416,958 118,916 SH   SOLE   118,916 0 0
KALTURA INC COM 483467106   1,358,171 943,174 SH   SOLE   943,174 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207   18,226,031 199,475 SH   SOLE   199,475 0 0
KRYSTAL BIOTECH INC COM 501147102   19,279,724 109,215 SH   SOLE   109,215 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   25,396,068 346,373 SH   SOLE   346,373 0 0
MAGNACHIP SEMICONDUCT-DEP SH COM 55933J203   1,597,909 510,514 SH   SOLE   510,514 0 0
MAGNITE INC COM 55955D100   5,834,034 267,862 SH   SOLE   267,862 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,813,163 45,357 SH   SOLE   45,357 0 0
MNTN INC CL A 55318A108   2,515,380 135,600 SH   SOLE   135,600 0 0
POWELL INDUSTRIES INC COM 739128106   1,828,860 6,000 SH   SOLE   6,000 0 0
POWER INTEGRATIONS INC COM 739276103   2,412,600 60,000 SH   SOLE   60,000 0 0
PROTO LABS INC COM 743713109   15,564,483 311,103 SH   SOLE   311,103 0 0
PUBMATIC INC-CLASS A COM CL A 74467Q103   2,160,848 260,972 SH   SOLE   260,972 0 0
SEMRUSH HOLDINGS INC-A COM CL A 81686C104   2,964,474 418,711 SH   SOLE   418,711 0 0
SILICON LABORATORIES INC COM 826919102   12,457,350 95,000 SH   SOLE   95,000 0 0
SIMILARWEB LTD SHS M84137104   6,386,050 686,672 SH   SOLE   686,672 0 0
SPRINKLR INC CL A 85208T107   4,022,421 521,039 SH   SOLE   521,039 0 0
SYMBOTIC INC CLASS A COM 87151X101   18,865,000 350,000 SH   SOLE   350,000 0 0
THRYV HOLDINGS INC COM NEW 886029206   4,151,872 344,268 SH   SOLE   344,268 0 0
UDEMY INC COM 902685106   2,210,253 315,300 SH   SOLE   315,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   14,937,520 104,000 SH   SOLE   104,000 0 0