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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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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   2,133,470 191,000 SH   SOLE   191,000 0 0
ATI INC COM 01741R102   5,212,300 94,000 SH   SOLE   94,000 0 0
BEL FUSE INC CL B 077347300   1,709,288 26,200 SH   SOLE   26,200 0 0
CELESTICA INC COM 15101Q207   9,511,047 165,900 SH   SOLE   165,900 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   3,274,300 274,000 SH   SOLE   274,000 0 0
CORECARD CORPORATION COM 45816D100   1,984,240 136,000 SH   SOLE   136,000 0 0
CSP INC COM 126389105   536,400 36,000 SH   SOLE   36,000 0 0
EDAP TMS S A SPONSORED ADR 268311107   2,943,040 541,000 SH   SOLE   541,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   357,000 140,000 SH   SOLE   140,000 0 0
GARRETT MOTION INC COM 366505105   1,889,800 220,000 SH   SOLE   220,000 0 0
GEN RESTAURENT GROUP CL A COM 36870C104   90,600 10,000 SH   SOLE   10,000 0 0
GENERAC HLDGS INC COM 368736104   7,668,760 58,000 SH   SOLE   58,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206   1,372,750 17,000 SH   SOLE   17,000 0 0
HARROW INC COM 415858109   1,660,358 79,481 SH   SOLE   79,481 0 0
ICHOR HOLDINGS SHS G4740B105   7,829,505 203,100 SH   SOLE   203,100 0 0
IES HLDGS INC COM 44951W106   6,409,180 46,000 SH   SOLE   46,000 0 0
IMPINJ INC COM 453204109   3,793,834 24,200 SH   SOLE   24,200 0 0
INFINERA CORP COM 45667G103   2,605,436 427,822 SH   SOLE   427,822 0 0
INFORMATICA INC COM CL A 45674M101   4,014,400 130,000 SH   SOLE   130,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   4,128,320 32,000 SH   SOLE   32,000 0 0
MAMAS CREATIONS INC COM 56146T103   3,113,880 462,000 SH   SOLE   462,000 0 0
MICRON TECHNOLOGY INC COM 595112103   4,866,610 37,000 SH   SOLE   37,000 0 0
PERMA-FIX ENVIRONMENTAL SVCS COM NEW 714157203   607,800 60,000 SH   SOLE   60,000 0 0
PREFORMED LINE PRODS CO COM 740444104   572,884 4,600 SH   SOLE   4,600 0 0
RAMBUS INC DEL COM 750917106   7,051,200 120,000 SH   SOLE   120,000 0 0
SHARKNINJA INC COM SHS G8068L108   12,895,740 171,600 SH   SOLE   171,600 0 0
SILICOM LTD ORD M84116108   544,320 36,000 SH   SOLE   36,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   4,697,420 58,000 SH   SOLE   58,000 0 0
SILK RD MED INC COM 82710M100   2,763,488 102,200 SH   SOLE   102,200 0 0
SKY HARBOUR GROUP CORPORATIO COM CL A 83085C107   92,500 10,000 SH   SOLE   10,000 0 0
TIDEWATER INC NEW COM 88642R109   13,891,139 145,900 SH   SOLE   145,900 0 0
TRANSMEDICS GROUP INC COM 89377M109   6,024,800 40,000 SH   SOLE   40,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   2,033,000 380,000 SH   SOLE   380,000 0 0
VIEMED HEALTHCARE INC COM 92663R105   1,535,320 234,400 SH   SOLE   234,400 0 0
VIKING THERAPEUTICS INC COM 92686J106   5,301,000 100,000 SH   SOLE   100,000 0 0
XPEL INC COM 98379L100   401,046 11,278 SH   SOLE   11,278 0 0