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
AEHR TEST SYS COM 00760J108   2,853,840 92,000 SH   SOLE   0 0 92,000
ARCBEST CORP COM 03937C105   2,310,500 25,000 SH   SOLE   0 0 25,000
ARISTA NETWORKS INC COM 040413106   2,517,900 15,000 SH   SOLE   0 0 15,000
ATKORE INC COM 047649108   2,809,600 20,000 SH   SOLE   0 0 20,000
CALIX INC COM 13100M509   3,429,760 64,000 SH   SOLE   0 0 64,000
DIGI INTL INC COM 253798102   2,559,680 76,000 SH   SOLE   0 0 76,000
E L F BEAUTY INC COM 26856L103   2,799,900 34,000 SH   SOLE   0 0 34,000
ENPHASE ENERGY INC COM 29355A107   3,154,200 15,000 SH   SOLE   0 0 15,000
INTERDIGITAL INC COM 45867G101   1,676,700 23,000 SH   SOLE   0 0 23,000
LATTICE SEMICONDUCTOR CORP COM 518415104   1,719,000 18,000 SH   SOLE   0 0 18,000
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   2,229,360 84,000 SH   SOLE   0 0 84,000
MODINE MFG CO COM 607828100   3,457,500 150,000 SH   SOLE   0 0 150,000
SHIFT4 PMTS INC CL A 82452J109   2,274,000 30,000 SH   SOLE   0 0 30,000
STMICROELECTRONICS N V NY REGISTRY 861012102   2,567,520 48,000 SH   SOLE   0 0 48,000
SUPER MICRO COMPUTER INC COM 86800U104   2,983,400 28,000 SH   SOLE   0 0 28,000
XPONENTIAL FITNESS INC COM CL A 98422X101   2,431,200 80,000 SH   SOLE   0 0 80,000