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
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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
Accuray Inc com 004397105   1,901 640,000 SH   SOLE   158,600 0 481,400
Adeia Inc com 00676p107   1,844 208,126 SH   SOLE   99,726 0 108,400
Adt Inc com 00090q103   5,376 743,600 SH   SOLE   337,300 0 406,300
Adtran Holdings Inc com 00486h105   5,405 340,800 SH   SOLE   185,600 0 155,200
American Vanguard Corp com 030371108   6,371 291,200 SH   SOLE   118,800 0 172,400
AngioDynamics Inc com 03475v101   3,083 298,200 SH   SOLE   121,000 0 177,200
Ardagh Metal Packaging SA com l02235106   217 53,100 SH   SOLE   53,100 0 0
Arrow Electronics Inc com 042735100   3,234 25,900 SH   SOLE   9,600 0 16,300
AudioCodes Ltd com m15342104   3,613 239,600 SH   SOLE   118,300 0 121,300
Ball Corp com 058498106   1,053 19,100 SH   SOLE   19,100 0 0
Barrett Business Services Inc com 068463108   3,687 41,600 SH   SOLE   15,900 0 25,700
Ciena Corp New com 171779309   2,899 55,200 SH   SOLE   15,000 0 40,200
Comtech Telecom Corp com 205826209   504 40,400 SH   SOLE   40,400 0 0
Crown Holdings Inc com 228368106   1,125 13,600 SH   SOLE   0 0 13,600
CSG Systems Intl Inc com 126349109   2,127 39,600 SH   SOLE   13,300 0 26,300
Cutera Inc com 232109108   2,374 100,500 SH   SOLE   53,300 0 47,200
DENTSPLY Sirona Inc com 24906p109   6,501 165,500 SH   SOLE   62,500 0 103,000
Dxc Technology Co com 23355l106   4,000 156,500 SH   SOLE   71,200 0 85,300
Element Solutions Inc com 28618m106   2,510 130,000 SH   SOLE   2,000 0 128,000
Euronet Worldwide Inc com 298736109   8,023 71,700 SH   SOLE   31,600 0 40,100
FMC Corp New com 302491303   1,172 9,600 SH   SOLE   9,600 0 0
Franklin Covey Co com 353469109   3,785 98,400 SH   SOLE   18,900 0 79,500
Frontdoor Inc com 35905a109   2,696 96,700 SH   SOLE   7,600 0 89,100
Grand Canyon Ed Inc com 38526m106   5,194 45,600 SH   SOLE   16,900 0 28,700
Hanesbrands Inc com 410345102   2,321 441,300 SH   SOLE   259,400 0 181,900
Henry Schein, Inc. com 806407102   1,313 16,100 SH   SOLE   2,300 0 13,800
Huntsman Corp com 447011107   3,505 128,100 SH   SOLE   60,700 0 67,400
IMAX Corp com 45245e109   1,228 64,000 SH   SOLE   64,000 0 0
Integer Holdings Corp com 45826h109   5,347 69,000 SH   SOLE   25,800 0 43,200
Knowles Corp com 49926d109   7,288 428,700 SH   SOLE   195,800 0 232,900
Levi Strauss & Co Cl A Stock com 52736r102   1,931 105,900 SH   SOLE   38,900 0 67,000
Lightspeed Commerce Inc Sub Vt com 53229c107   3,340 220,000 SH   SOLE   106,000 0 114,000
Magnite Inc com 55955d100   1,395 150,700 SH   SOLE   54,600 0 96,100
NCR Corp com 62886e108   5,003 212,100 SH   SOLE   82,100 0 130,000
NetApp Inc com 64110d104   3,448 54,000 SH   SOLE   29,700 0 24,300
Pubmatic Inc Cl A com 74467q103   2,077 150,300 SH   SOLE   77,100 0 73,200
Purple Innovation Inc com 74640y106   199 75,400 SH   SOLE   38,200 0 37,200
Sensata Technologies Holding P com g8060n102   4,802 96,000 SH   SOLE   35,000 0 61,000
Stride Inc com 86333m108   5,046 128,556 SH   SOLE   64,056 0 64,500
Summit Materials Inc Cl A com 86614u100   4,209 147,738 SH   SOLE   79,703 0 68,035
Teleflex Incorporated com 879369106   1,444 5,700 SH   SOLE   800 0 4,900
Tetra Tech Inc com 88162g103   1,748 11,900 SH   SOLE   4,700 0 7,200
Toast Inc Cl A com 888787108   1,482 83,500 SH   SOLE   26,900 0 56,600
Universal Electronics Inc com 913483103   4,698 463,300 SH   SOLE   204,400 0 258,900
Verint Systems Inc com 92343x100   4,573 122,800 SH   SOLE   58,800 0 64,000
VF Corp com 918204108   2,644 115,400 SH   SOLE   37,200 0 78,200
Westrock Co com 96145d105   3,483 114,300 SH   SOLE   51,800 0 62,500
Xperi Inc Common Stock com 98423j101   4,066 371,970 SH   SOLE   183,870 0 188,100
Criteo SA Spons ADS ADR 226718104   8,387 266,200 SH   SOLE   115,200 0 151,000
Grifols SA Sp ADR Rep B Nvt ADR 398438408   1,252 169,900 SH   SOLE   76,700 0 93,200