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
ADESTO TECHNOLOGIES CORP COM 00687D101 2,338 275,000 SH   SOLE   275,000 0 0
ADVANCED ENERGY INDS COM 007973100 4,583 64,364 SH   SOLE   64,364 0 0
AGILYSYS INC COM 00847J105 9,500 373,864 SH   SOLE   373,864 0 0
ALLIED MOTION TECHNOLOGIES I COM 019330109 1,844 38,011 SH   SOLE   38,011 0 0
ALPHATEC HOLDINGS INC COM NEW 02081G201 1,978 278,719 SH   SOLE   278,719 0 0
ALTERYX INC COM CL A 02156B103 2,100 20,986 SH   SOLE   20,986 0 0
APPIAN CORP CL A 03782L101 1,468 38,415 SH   SOLE   38,415 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 711 59,818 SH   SOLE   59,818 0 0
AUDIOCODES LTD ORD M15342104 2,948 114,756 SH   SOLE   114,756 0 0
AVALARA INC COM 05338G106 4,989 68,112 SH   SOLE   68,112 0 0
AXON ENTERPRISE INC COM 05464C101 403 5,494 SH   SOLE   5,494 0 0
BILL COM HLDGS INC COM 090043100 581 15,271 SH   SOLE   15,271 0 0
BLACK KNIGHT INC COM 09215C105 645 10,000 SH   SOLE   10,000 0 0
CAREDX INC COM 14167L103 2,047 94,913 SH   SOLE   94,913 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,611 36,098 SH   SOLE   36,098 0 0
CUTERA INC COM 232109108 4,897 136,744 SH   SOLE   136,744 0 0
CYBEROPTICS CORP COM 232517102 423 23,000 SH   SOLE   23,000 0 0
DELUXE CORP COM 248019101 7,430 148,829 SH   SOLE   148,829 0 0
DMC GLOBAL INC COM 23291C103 1,607 35,748 SH   SOLE   35,748 0 0
ENPHASE ENERGY INC COM 29355A107 1,252 47,903 SH   SOLE   47,903 0 0
EVERQUOTE INC COM CL A 30041R108 20,712 602,976 SH   SOLE   602,976 0 0
EXACT SCIENCES CORP COM 30063P105 1,548 16,744 SH   SOLE   16,744 0 0
FASTLY INC CL A 31188V100 289 14,412 SH   SOLE   14,412 0 0
FIVE9 INC COM 338307101 18,971 289,285 SH   SOLE   289,285 0 0
FORMFACTOR INC COM 346375108 874 33,637 SH   SOLE   33,637 0 0
GENERAC HLDGS INC COM 368736104 5,318 52,870 SH   SOLE   52,870 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 626 37,299 SH   SOLE   37,299 0 0
GRAHAM CORP COM 384556106 372 17,000 SH   SOLE   17,000 0 0
GREEN DOT CORP CL A 39304D102 1,165 50,000 SH Call SOLE   50,000 0 0
GREEN DOT CORP CL A 39304D102 3,193 137,018 SH   SOLE   137,018 0 0
HYRECAR INC COM 44916T107 197 74,919 SH   SOLE   74,919 0 0
ICAD INC COM NEW 44934S206 4,467 574,930 SH   SOLE   574,930 0 0
IMPINJ INC COM 453204109 7,304 282,428 SH   SOLE   282,428 0 0
IROBOT CORP COM 462726100 1,069 21,121 SH   SOLE   21,121 0 0
ISHARES TR EXPANDED TECH 464287515 3,496 15,000 SH Put SOLE   15,000 0 0
ITRON INC COM 465741106 2,099 25,000 SH   SOLE   25,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 6,983 204,016 SH   SOLE   204,016 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 4,123 215,395 SH   SOLE   215,395 0 0
LENDINGTREE INC NEW COM 52603B107 8,552 28,182 SH   SOLE   28,182 0 0
LENDINGTREE INC NEW COM 52603B107 1,517 5,000 SH Put SOLE   5,000 0 0
LIQTECH INTL INC COM 53632A201 679 116,047 SH   SOLE   116,047 0 0
LUMENTUM HLDGS INC COM 55024U109 2,687 33,887 SH   SOLE   33,887 0 0
MCGRATH RENTCORP COM 580589109 4,622 60,390 SH   SOLE   60,390 0 0
MEDALLIA INC COM 584021109 1,272 40,901 SH   SOLE   40,901 0 0
MERCURY SYS INC COM 589378108 6,589 95,342 SH   SOLE   95,342 0 0
MITEK SYS INC COM NEW 606710200 433 56,605 SH   SOLE   56,605 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 4,066 313,515 SH   SOLE   313,515 0 0
MODEL N INC COM 607525102 1,824 52,000 SH   SOLE   52,000 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105 7,396 251,656 SH   SOLE   251,656 0 0
NEW RELIC INC COM 64829B100 5,914 90,000 SH Call SOLE   90,000 0 0
NEW RELIC INC COM 64829B100 3,927 59,761 SH   SOLE   59,761 0 0
ON DECK CAP INC COM 682163100 207 50,000 SH   SOLE   50,000 0 0
OPTIMIZERX CORP COM NEW 68401U204 6,761 658,277 SH   SOLE   658,277 0 0
PC CONNECTION INC COM 69318J100 11,467 230,915 SH   SOLE   230,915 0 0
PING IDENTITY HLDG CORP COM 72341T103 5,746 236,462 SH   SOLE   236,462 0 0
PROOFPOINT INC COM 743424103 2,778 24,200 SH   SOLE   24,200 0 0
QAD INC CL A 74727D306 870 17,083 SH   SOLE   17,083 0 0
QUINSTREET INC COM 74874Q100 883 57,676 SH   SOLE   57,676 0 0
RADCOM LTD SHS NEW M81865111 5,718 671,128 SH   SOLE   671,128 0 0
REALPAGE INC COM 75606N109 1,613 30,000 SH   SOLE   30,000 0 0
REPAY HLDGS CORP COM CL A 76029L100 8,196 559,455 SH   SOLE   559,455 0 0
RF INDS LTD COM PAR $0.01 749552105 652 96,394 SH   SOLE   96,394 0 0
RIGNET INC COM 766582100 4,812 729,099 SH   SOLE   729,099 0 0
RINGCENTRAL INC CL A 76680R206 13,716 81,319 SH   SOLE   81,319 0 0
ROGERS CORP COM 775133101 1,330 10,663 SH   SOLE   10,663 0 0
ROSETTA STONE INC COM 777780107 7,710 425,000 SH   SOLE   425,000 0 0
SMITH MICRO SOFTWARE INC COM NEW 832154207 444 111,664 SH   SOLE   111,664 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 8,504 89,430 SH   SOLE   89,430 0 0
SPARTAN MTRS INC COM 846819100 2,458 135,967 SH   SOLE   135,967 0 0
STAMPS COM INC COM NEW 852857200 1,119 13,403 SH   SOLE   13,403 0 0
STREAMLINE HEALTH SOLUTIONS COM 86323X106 973 700,000 SH   SOLE   700,000 0 0
SVMK INC COM 78489X103 4,215 235,852 SH   SOLE   235,852 0 0
TALEND S A ADS 874224207 2,463 62,972 SH   SOLE   62,972 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 517 8,671 SH   SOLE   8,671 0 0
TELARIA INC COM 879181105 524 59,503 SH   SOLE   59,503 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 3,426 9,886 SH   SOLE   9,886 0 0
TURTLE BEACH CORP COM NEW 900450206 459 48,548 SH   SOLE   48,548 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 3,193 136,064 SH   SOLE   136,064 0 0
UNIVERSAL ELECTRS INC COM 913483103 2,260 43,254 SH   SOLE   43,254 0 0
UPLAND SOFTWARE INC COM 91544A109 8,893 249,042 SH   SOLE   249,042 0 0
VARONIS SYS INC COM 922280102 10,926 140,598 SH   SOLE   140,598 0 0
WESTPORT FUEL SYSTEMS INC COM NEW 960908309 1,387 585,441 SH   SOLE   585,441 0 0