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
AMN HEALTHCARE SVCS INC COM 001744101   2,159,220 21,000 SH   SOLE   21,000 0 0
APOLLO ENDOSURGERY INC COM 03767D108   1,694,900 170,000 SH   SOLE   170,000 0 0
ARCH RESOURCES INC CL A 03940R107   2,427,430 17,000 SH   SOLE   17,000 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108   616,000 400,000 SH   SOLE   400,000 0 0
CORECARD CORPORATION COM 45816D100   7,839,282 270,600 SH   SOLE   270,600 0 0
DARLING INGREDIENTS INC COM 237266101   2,628,780 42,000 SH   SOLE   42,000 0 0
EDAP TMS S A SPONSORED ADR 268311107   3,277,715 307,478 SH   SOLE   307,478 0 0
ELASTIC N V ORD SHS N14506104   2,163,000 42,000 SH   SOLE   42,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   556,800 58,000 SH   SOLE   58,000 0 0
GARRETT MOTION INC COM 366505105   3,048,000 400,000 SH   SOLE   400,000 0 0
GOLAR LNG LTD SHS G9456A100   8,432,300 370,000 SH   SOLE   370,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206   1,209,519 29,998 SH   SOLE   29,998 0 0
KLX ENERGY SERVICS HOLDNGS I COM NEW 48253L205   173,100 10,000 SH   SOLE   10,000 0 0
LIQUIDIA CORPORATION COM NEW 53635D202   573,300 90,000 SH   SOLE   90,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   2,842,500 150,000 SH   SOLE   150,000 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   8,223,600 890,000 SH   SOLE   890,000 0 0
OPIANT PHARMACEUTICALS INC COM 683750103   4,339,920 214,000 SH   SOLE   214,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109   6,767,800 380,000 SH   SOLE   380,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   1,096,800 120,000 SH   SOLE   120,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   3,333,740 62,000 SH   SOLE   62,000 0 0
SEMLER SCIENTIFIC INC COM 81684M104   1,392,600 42,200 SH   SOLE   42,200 0 0
SILICOM LTD ORD M84116108   11,797,785 279,900 SH   SOLE   279,900 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   5,530,649 85,100 SH   SOLE   85,100 0 0
SITIME CORP COM 82982T106   630,044 6,200 SH   SOLE   6,200 0 0
SYPRIS SOLUTIONS INC COM 871655106   213,013 104,000 SH   SOLE   104,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   2,918,400 640,000 SH   SOLE   640,000 0 0
XPEL INC COM 98379L100   372,372 6,200 SH   SOLE   6,200 0 0