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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADTRAN INC COM 00738A106 1,743 170,000 SH   SOLE   170,000 0 0
ANALOG DEVICES INC COM 032654105 2,802 24,000 SH   SOLE   24,000 0 0
ARCOSA INC COM 039653100 1,323 30,000 SH   SOLE   30,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 921 175,000 SH   SOLE   175,000 0 0
ASPEN AEROGELS INC COM 04523Y105 4,581 418,375 SH   SOLE   418,375 0 0
ASTEC INDS INC COM 046224101 3,364 62,000 SH   SOLE   62,000 0 0
BLUE BIRD CORP COM 095306106 790 64,999 SH   SOLE   64,999 0 0
BROOKS AUTOMATION INC NEW COM 114340102 1,850 40,000 SH   SOLE   40,000 0 0
CARLISLE COS INC COM 142339100 1,713 14,000 SH   SOLE   14,000 0 0
COMPASS MINERALS INTL INC COM 20451N101 2,048 34,500 SH   SOLE   34,500 0 0
CTS CORP COM 126501105 891 40,444 SH   SOLE   40,444 0 0
EDGEWELL PERS CARE CO COM 28035Q102 1,394 50,000 SH   SOLE   50,000 0 0
ENPRO INDS INC COM 29355X107 1,130 20,034 SH   SOLE   20,034 0 0
FORD MTR CO DEL COM 345370860 1,332 200,000 SH   SOLE   200,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,128 200,000 SH   SOLE   200,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 3,138 330,000 SH   SOLE   330,000 0 0
HARVARD BIOSCIENCE INC COM 416906105 2,378 790,000 SH   SOLE   790,000 0 0
INSPIRED ENTMT INC COM 45782N108 574 194,000 SH   SOLE   194,000 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 1,430 200,000 SH   SOLE   200,000 0 0
LIMELIGHT NETWORKS INC COM 53261M104 1,440 250,000 SH   SOLE   250,000 0 0
MRC GLOBAL INC COM 55345K103 471 110,100 SH   SOLE   110,100 0 0
MUELLER WTR PRODS INC COM SER A 624758108 883 85,000 SH   SOLE   85,000 0 0
NATIONAL INSTRS CORP COM 636518102 1,107 31,000 SH   SOLE   31,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 2,439 195,000 SH   SOLE   195,000 0 0
PENTAIR PLC SHS G7S00T104 1,523 33,272 SH   SOLE   33,272 0 0
QUANTA SVCS INC COM 74762E102 1,797 34,000 SH   SOLE   34,000 0 0
RAVEN INDS INC COM 754212108 1,141 53,000 SH   SOLE   53,000 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 1,216 39,999 SH   SOLE   39,999 0 0
SEALED AIR CORP NEW COM 81211K100 1,746 45,000 SH   SOLE   45,000 0 0
SECUREWORKS CORP CL A 81374A105 740 65,000 SH   SOLE   65,000 0 0
SOFTWARE ACQUISITION GROUP I *W EXP 10/01/202 83406B119 63 65,614 SH   SOLE   65,614 0 0
SOFTWARE ACQUISITION GROUP I COM CL A 83406B101 2,057 206,498 SH   SOLE   206,498 0 0
SOFTWARE ACQUISITION GROUP I UNIT 10/01/2026 83406B200 21 2 SH   SOLE   2 0 0
SONIM TECHNOLOGIES INC COM 83548F101 873 1,125,000 SH   SOLE   1,125,000 0 0
STRATASYS LTD SHS M85548101 249 20,000 SH   SOLE   20,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,247 110,999 SH   SOLE   110,999 0 0
TUFIN SOFTWARE TECHNOLOGIS L SHS M8893U102 1,279 155,000 SH   SOLE   155,000 0 0
UNISYS CORP COM NEW 909214306 27 2,500 SH Call SOLE   2,500 0 0
UNISYS CORP COM NEW 909214306 4,348 407,500 SH   SOLE   407,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,499 15,000 SH   SOLE   15,000 0 0
VALMONT INDS INC COM 920253101 4,533 36,500 SH   SOLE   36,500 0 0
VISHAY PRECISION GROUP INC COM 92835K103 3,747 148,000 SH   SOLE   148,000 0 0
XPERI HOLDING CORP COM 98390M103 747 65,000 SH Call SOLE   65,000 0 0
XPERI HOLDING CORP COM 98390M103 4,251 370,000 SH   SOLE   370,000 0 0