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
ABIVAX SA SPONSORED ADS 00370M103   8,948,460 105,400 SH   SOLE   105,400 0 0
ACUREN CORP COM 00510N102   2,475,660 186,000 SH   SOLE   186,000 0 0
AELUMA INC COM 00776X109   4,082,075 253,545 SH   SOLE   253,545 0 0
ALMONTY INDS INC COM NEW 020398707   2,040,468 338,386 SH   SOLE   338,386 0 0
ANI PHARMACEUTICALS INC COM 00182C103   15,022,400 164,000 SH   SOLE   164,000 0 0
ARIS MNG CORP COM 04040Y109   24,642,277 2,514,000 SH   SOLE   2,514,000 0 0
ARTERIS INC COM 04302A104   606,000 60,000 SH   SOLE   60,000 0 0
CELCUITY INC COM 15102K100   38,334,400 776,000 SH   SOLE   776,000 0 0
CELESTICA INC COM 15101Q207   6,759,435 27,435 SH   SOLE   27,435 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   11,303,300 610,000 SH   SOLE   610,000 0 0
COMSTOCK INC COM SHS 205750409   1,723,680 504,000 SH   SOLE   504,000 0 0
CORPORACION AMER ARPTS S A COM L1995B107   724,800 40,000 SH   SOLE   40,000 0 0
DELCATH SYS INC COM NEW 24661P807   2,644,500 246,000 SH   SOLE   246,000 0 0
DYADIC INTL INC DEL COM 26745T101   1,817,200 1,540,000 SH   SOLE   1,540,000 0 0
ETON PHARMACEUTICALS INC COM 29772L108   2,555,448 117,600 SH   SOLE   117,600 0 0
FREQUENCY ELECTRS INC COM 358010106   1,017,300 30,000 SH   SOLE   30,000 0 0
GARRETT MOTION INC COM 366505105   1,906,800 140,000 SH   SOLE   140,000 0 0
GENERAC HLDGS INC COM 368736104   12,555,000 75,000 SH   SOLE   75,000 0 0
GEO GROUP INC NEW COM 36162J106   17,621,400 860,000 SH   SOLE   860,000 0 0
HALLADOR ENERGY COMPANY COM 40609P105   16,712,780 854,000 SH   SOLE   854,000 0 0
IDAHO STRATEGIC RESOURCES COM NEW 645827205   337,900 10,000 SH   SOLE   10,000 0 0
IPG PHOTONICS CORP COM 44980X109   2,771,650 35,000 SH   SOLE   35,000 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805   634,400 80,000 SH   SOLE   80,000 0 0
LIQUIDIA CORPORATION COM NEW 53635D202   9,568,992 420,800 SH   SOLE   420,800 0 0
MAGNITE INC COM 55955D100   18,282,110 839,399 SH   SOLE   839,399 0 0
MOBILICOM LTD SPON ADS 60742B102   558,000 60,000 SH   SOLE   60,000 0 0
NEW GOLD INC CDA COM 644535106   22,932,920 3,194,000 SH   SOLE   3,194,000 0 0
NLIGHT INC COM 65487K100   888,900 30,000 SH   SOLE   30,000 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109   626,900 10,000 SH   SOLE   10,000 0 0
RIOT PLATFORMS INC COM 767292105   4,281,750 225,000 SH   SOLE   225,000 0 0
SANDISK CORP COM 80004C200   19,186,200 171,000 SH   SOLE   171,000 0 0
SCPHARMACEUTICALS INC COM 810648105   2,494,800 440,000 SH   SOLE   440,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   26,981,658 114,300 SH   SOLE   114,300 0 0
SHARKNINJA INC COM SHS G8068L108   20,382,440 197,600 SH   SOLE   197,600 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   27,115,660 286,000 SH   SOLE   286,000 0 0
SOLID BIOSCIENCES INC COM NEW 83422E204   1,209,320 196,000 SH   SOLE   196,000 0 0
SSR MINING IN COM 784730103   27,081,780 1,109,000 SH   SOLE   1,109,000 0 0
SUPERCOM LTD NEW ORD SHS M87095309   1,131,760 94,000 SH   SOLE   94,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   9,815,630 638,000 SH   SOLE   638,000 0 0
TALEN ENERGY CORP COM 87422Q109   32,499,032 76,400 SH   SOLE   76,400 0 0
TAT TECHNOLOGIES LTD ORD NEW M8740S227   5,063,450 115,000 SH   SOLE   115,000 0 0
TECOGEN INC NEW COM NEW 87876P201   1,347,930 153,000 SH   SOLE   153,000 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   3,967,400 166,000 SH   SOLE   166,000 0 0
TURNING PT BRANDS INC COM 90041L105   5,677,431 57,429 SH   SOLE   57,429 0 0
UNIQURE NV SHS N90064101   3,724,006 63,800 SH   SOLE   63,800 0 0
VELO3D INC COM NEW 92259N302   318,494 103,744 SH   SOLE   103,744 0 0
VUZIX CORP COM NEW 92921W300   2,059,540 658,000 SH   SOLE   658,000 0 0
WESTERN DIGITAL CORP COM 958102105   24,828,408 206,800 SH   SOLE   206,800 0 0
WILLIS LEASE FIN CORP COM 970646105   3,482,086 25,400 SH   SOLE   25,400 0 0