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
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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
ADTRAN Holdings Inc COM 00486H105   2,499,000 300,000 SH   SOLE 0 300,000 0 0
Advanced Micro Devices Inc COM 007903107   4,616,594 38,220 SH   SOLE 0 38,220 0 0
Akamai Technologies Inc COM 00971T101   1,453,880 15,200 SH   SOLE 0 15,200 0 0
Alkami Technology Inc COM 01644J108   5,497,500 150,000 SH   SOLE 0 150,000 0 0
Alphabet Inc COM 02079K305   8,879,108 46,900 SH   SOLE 0 46,900 0 0
Amazon.com Inc COM 023135106   9,585,158 43,700 SH   SOLE 0 43,700 0 0
Apple Inc COM 037833100   6,259,750 25,000 SH   SOLE 0 25,000 0 0
Arista Networks Inc COM 040413205   6,796,689 61,464 SH   SOLE 0 61,464 0 0
Arlo Technologies Inc COM 04206A101   14,276,860 1,277,000 SH   SOLE 0 1,277,000 0 0
Arrow Electronics Inc COM 042735100   1,719,576 15,200 SH   SOLE 0 15,200 0 0
Arteris Inc COM 04302A104   3,048,000 300,000 SH   SOLE 0 300,000 0 0
AvePoint Inc COM 053604104   11,543,000 700,000 SH   SOLE 0 700,000 0 0
Aviat Networks Inc COM 05366Y201   2,805,500 155,000 SH   SOLE 0 155,000 0 0
AvidXchange Holdings Inc COM 05368X102   4,653,000 450,000 SH   SOLE 0 450,000 0 0
Aware Inc/MA COM 05453N100   838,500 430,000 SH   SOLE 0 430,000 0 0
Bandwidth Inc COM 05988J103   3,572,100 210,000 SH   SOLE 0 210,000 0 0
Bel Fuse Inc COM 077347300   1,973,280 24,000 SH   SOLE 0 24,000 0 0
Bel Fuse Inc COM 077347201   359,800 4,000 SH   SOLE 0 4,000 0 0
BigCommerce Holdings Inc COM 08975P108   3,055,000 500,000 SH   SOLE 0 500,000 0 0
Cadence Design Systems Inc COM 127387108   751,150 2,500 SH   SOLE 0 2,500 0 0
Celestica Inc COM 15101Q207   42,970,139 465,700 SH   SOLE 0 465,700 0 0
Ceva Inc COM 157210105   10,250,500 325,000 SH   SOLE 0 325,000 0 0
Check Point Software Technologies Ltd COM 162825103   1,717,640 9,200 SH   SOLE 0 9,200 0 0
CI&T Inc COM G21307106   2,161,950 355,000 SH   SOLE 0 355,000 0 0
Climb Global Solutions Inc COM 946760105   5,051,600 40,000 SH   SOLE 0 40,000 0 0
Cogent Communications Holdings Inc COM 19239V302   15,444,194 200,600 SH   SOLE 0 200,600 0 0
Couchbase Inc COM 22207T101   2,806,200 180,000 SH   SOLE 0 180,000 0 0
CyberArk Software Ltd COM M2682V108   15,757,995 47,300 SH   SOLE 0 47,300 0 0
Descartes Systems Group Inc/The COM 249906108   21,584,000 190,000 SH   SOLE 0 190,000 0 0
Digital Turbine Inc COM 25400W102   1,008,000 600,000 SH   SOLE 0 600,000 0 0
Dynatrace Inc COM 268150109   2,719,000 50,000 SH   SOLE 0 50,000 0 0
Electrovaya Inc COM 28617B606   2,855,600 1,180,000 SH   SOLE 0 1,180,000 0 0
Everspin Technologies Inc COM 30041T104   3,822,000 600,000 SH   SOLE 0 600,000 0 0
Fabrinet COM G3323L100   39,234,577 178,550 SH   SOLE 0 178,550 0 0
First Advantage Corp COM 31846B108   5,616,000 300,000 SH   SOLE 0 300,000 0 0
Five9 Inc COM 338307101   6,700,650 165,000 SH   SOLE 0 165,000 0 0
FormFactor Inc COM 346375108   5,196,919 118,300 SH   SOLE 0 118,300 0 0
Franklin Covey Co COM 353469109   6,012,800 160,000 SH   SOLE 0 160,000 0 0
Freightos Ltd COM 514051013   1,520,000 500,000 SH   SOLE 0 500,000 0 0
Freshworks Inc COM 358054104   1,455,300 90,000 SH   SOLE 0 90,000 0 0
Genasys Inc COM 36872P103   1,950,000 750,000 SH   SOLE 0 750,000 0 0
Harmonic Inc COM 413160102   10,385,550 785,000 SH   SOLE 0 785,000 0 0
HealthStream Inc COM 42222N103   6,028,700 190,000 SH   SOLE 0 190,000 0 0
Integral Ad Science Holding Corp COM 45828L108   2,086,000 200,000 SH   SOLE 0 200,000 0 0
Intel Corp COM 458140100   381,140 19,000 SH   SOLE 0 19,000 0 0
Intellicheck Inc COM 45817G201   2,800,000 1,000,000 SH   SOLE 0 1,000,000 0 0
Inuvo Inc COM 46122W204   3,616,305 5,775,000 SH   SOLE 0 5,775,000 0 0
Issuer Direct Corp COM 46520M204   783,000 90,000 SH   SOLE 0 90,000 0 0
Jamf Holding Corp COM 47074L105   2,106,000 150,000 SH   SOLE 0 150,000 0 0
JFrog Ltd COM M6191J100   7,347,500 250,000 SH   SOLE 0 250,000 0 0
Kopin Corp COM 500600101   2,056,900 1,535,000 SH   SOLE 0 1,535,000 0 0
Kulicke & Soffa Industries Inc COM 501242101   11,576,346 248,100 SH   SOLE 0 248,100 0 0
Kyndryl Holdings Inc COM 50155Q100   2,316,860 67,000 SH   SOLE 0 67,000 0 0
Lantronix Inc COM 516548203   3,801,750 925,000 SH   SOLE 0 925,000 0 0
Leonardo DRS Inc COM 52661A108   10,336,000 320,000 SH   SOLE 0 320,000 0 0
Logility Supply Chain Solutions Inc COM 029683109   9,126,097 823,655 SH   SOLE 0 823,655 0 0
Mesa Laboratories Inc COM 59064R109   977,338 7,417 SH   SOLE 0 7,417 0 0
Micron Technology Inc COM 595112103   3,029,760 36,000 SH   SOLE 0 36,000 0 0
Microsoft Corp COM 594918104   10,635,214 25,245 SH   SOLE 0 25,245 0 0
N-Able Inc COM 62878D100   3,853,290 413,000 SH   SOLE 0 413,000 0 0
nLight Inc COM 65487K100   2,727,400 260,000 SH   SOLE 0 260,000 0 0
Onespan Inc COM 68287N100   3,704,000 200,000 SH   SOLE 0 200,000 0 0
Ooma Inc COM 683416101   3,647,800 260,000 SH   SOLE 0 260,000 0 0
PDF Solutions Inc COM 693282105   2,028,750 75,000 SH   SOLE 0 75,000 0 0
Pegasystems Inc COM 705573103   32,387,000 347,500 SH   SOLE 0 347,500 0 0
Power Integrations Inc COM 739276103   2,342,700 38,000 SH   SOLE 0 38,000 0 0
Qualys Inc COM 74758T303   9,113,650 65,000 SH   SOLE 0 65,000 0 0
QuickLogic Corp COM 74837P405   8,231,371 730,379 SH   SOLE 0 730,379 0 0
RADCOM Ltd COM M81865111   3,335,750 275,000 SH   SOLE 0 275,000 0 0
RADWARE Ltd COM M81873107   16,269,000 725,000 SH   SOLE 0 725,000 0 0
Red Violet Inc COM 75704L104   7,218,000 200,000 SH   SOLE 0 200,000 0 0
Ribbon Communications Inc COM 762544104   4,674,500 1,123,678 SH   SOLE 0 1,123,678 0 0
Rimini Street Inc COM 76674Q107   2,269,500 850,000 SH   SOLE 0 850,000 0 0
SecureWorks Corp COM 81374A105   2,115,000 250,000 SH   SOLE 0 250,000 0 0
Silicom Ltd COM M84116108   2,011,250 125,000 SH   SOLE 0 125,000 0 0
Silicon Motion Technology Corp ADR 82706C108   20,796,471 384,906 SH   SOLE 0 384,906 0 0
Spire Global Inc COM 848560306   3,039,120 216,000 SH   SOLE 0 216,000 0 0
SPS Commerce Inc COM 78463M107   9,203,000 50,000 SH   SOLE 0 50,000 0 0
Super Micro Computer Inc COM 86800U302   23,004,705 754,500 SH   SOLE 0 754,500 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100   1,876,915 9,500 SH   SOLE 0 9,500 0 0
Teradyne Inc COM 880770102   2,593,952 20,600 SH   SOLE 0 20,600 0 0
Texas Instruments Inc COM 882508104   768,791 4,100 SH   SOLE 0 4,100 0 0
Thryv Holdings Inc COM 886029206   1,851,258 125,085 SH   SOLE 0 125,085 0 0
Tower Semiconductor Ltd COM M87915274   10,195,020 198,000 SH   SOLE 0 198,000 0 0
TTEC Holdings Inc COM 89854H102   697,200 140,000 SH   SOLE 0 140,000 0 0
UiPath Inc COM 90364P105   1,104,030 87,000 SH   SOLE 0 87,000 0 0
Valens Semiconductor Ltd COM M9607U115   2,451,000 950,000 SH   SOLE 0 950,000 0 0
Varonis Systems Inc COM 922280102   19,691,400 443,500 SH   SOLE 0 443,500 0 0
Veeco Instruments Inc COM 922417100   4,690,000 175,000 SH   SOLE 0 175,000 0 0
Vertex Inc COM 92538J106   6,405,600 120,000 SH   SOLE 0 120,000 0 0
Vicor Corp COM 925815102   9,650,000 200,000 SH   SOLE 0 200,000 0 0
Vishay Precision Group Inc COM 92835K103   2,347,000 100,000 SH   SOLE 0 100,000 0 0
Yelp Inc COM 985817105   3,095,200 80,000 SH   SOLE 0 80,000 0 0
Zoom Communications Inc COM 98980L101   2,113,738 25,910 SH   SOLE 0 25,910 0 0