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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFIRM HLDGS INC COM CL A 00827B106   8,042,296 116,319 SH   SOLE   116,319 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   3,315,400 110,000 SH   SOLE   110,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   4,444,700 130,000 SH   SOLE   130,000 0 0
ALLOT LTD SHS M0854Q105   14,175,156 1,657,913 SH   SOLE   1,657,913 0 0
AMPLITUDE INC COM CL A 03213A104   3,246,320 261,800 SH   SOLE   261,800 0 0
ARLO TECHNOLOGIES INC COM 04206A101   2,204,800 130,000 SH   SOLE   130,000 0 0
ARTERIS INC COM 04302A104   2,782,569 291,980 SH   SOLE   291,980 0 0
ASTERA LABS INC COM 04626A103   12,089,064 133,699 SH   SOLE   133,699 0 0
CALIX INC COM 13100M509   16,309,224 306,622 SH   SOLE   306,622 0 0
CAMTEK LTD ORD M20791105   3,037,311 35,919 SH   SOLE   35,919 0 0
CECO ENVIRONMENTAL CORP COM 125141101   3,397,200 120,000 SH   SOLE   120,000 0 0
CELESTICA INC COM 15101Q207   22,089,565 141,500 SH   SOLE   141,500 0 0
CHIME FINL INC COM SHS CL A 16935C109   1,886,006 54,651 SH   SOLE   54,651 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   2,248,721 12,404 SH   SOLE   12,404 0 0
CLEARFIELD INC COM 18482P103   10,022,023 230,869 SH   SOLE   230,869 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105   2,460,261 266,262 SH   SOLE   266,262 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   11,220,937 27,578 SH   SOLE   27,578 0 0
DAVE INC CLASS A COM NEW 23834J201   31,290,164 116,576 SH   SOLE   116,576 0 0
DIGITAL TURBINE INC COM NEW 25400W102   8,341,420 1,413,800 SH   SOLE   1,413,800 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   9,011,940 602,000 SH   SOLE   602,000 0 0
EVERQUOTE INC COM CL A 30041R108   7,737,600 320,000 SH   SOLE   320,000 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   21,431,047 1,802,443 SH   SOLE   1,802,443 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   8,320,000 800,000 SH   SOLE   800,000 0 0
GRAHAM CORP COM 384556106   7,680,585 155,132 SH   SOLE   155,132 0 0
HINGE HEALTH INC CL A 433313103   776,250 15,000 SH   SOLE   15,000 0 0
HIPPO HLDGS INC COM NEW 433539202   1,673,007 59,900 SH   SOLE   59,900 0 0
JFROG LTD ORD SHS M6191J100   3,985,445 90,826 SH   SOLE   90,826 0 0
KORNIT DIGITAL LTD SHS M6372Q113   1,168,717 58,700 SH   SOLE   58,700 0 0
LENDINGTREE INC NEW COM 52603B107   11,327,591 305,573 SH   SOLE   305,573 0 0
LIFE360 INC COM 532206109   15,733,667 241,129 SH   SOLE   241,129 0 0
LSI INDS INC OHIO COM 50216C108   7,804,188 458,800 SH   SOLE   458,800 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   10,090,052 70,417 SH   SOLE   70,417 0 0
MNTN INC CL A 55318A108   6,995,841 319,883 SH   SOLE   319,883 0 0
MODINE MFG CO COM 607828100   8,546,057 86,762 SH   SOLE   86,762 0 0
M-TRON INDS INC COM 55380K109   2,156,112 51,336 SH   SOLE   51,336 0 0
M-TRON INDS INC *W EXP 04/25/202 55380K125   30,526 29,454 SH   SOLE   29,454 0 0
NEXXEN INTL LTD SHS NEW M8T80P204   2,706,600 260,000 SH   SOLE   260,000 0 0
NPK INTERNATIONAL INC COM SHS 651718504   937,802 110,200 SH   SOLE   110,200 0 0
ODDITY TECH LTD SHS CL A M7518J104   10,514,480 139,320 SH   SOLE   139,320 0 0
OPERA LTD SPONSORED ADS 68373M107   13,230,000 700,000 SH   SOLE   700,000 0 0
PAGAYA TECHNOLOGIES LTD CL A NEW M7S64L123   5,403,277 253,437 SH   SOLE   253,437 0 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106   1,404,700 55,000 SH   SOLE   55,000 0 0
PORCH GROUP INC COM 733245104   14,492,068 1,229,183 SH   SOLE   1,229,183 0 0
Q2 HLDGS INC COM 74736L109   992,148 10,601 SH   SOLE   10,601 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   16,637,810 4,660,451 SH   SOLE   4,660,451 0 0
REMITLY GLOBAL INC COM 75960P104   5,073,850 270,317 SH   SOLE   270,317 0 0
ROOT INC CL A NEW 77664L207   7,665,403 59,900 SH   SOLE   59,900 0 0
RUSH STREET INTERACTIVE INC COM 782011100   4,663,700 313,000 SH   SOLE   313,000 0 0
SELECTQUOTE INC COM 816307300   305,654 128,426 SH   SOLE   128,426 0 0
SEZZLE INC COM 78435P105   27,242,415 151,980 SH   SOLE   151,980 0 0
SILICON LABORATORIES INC COM 826919102   2,667,216 18,100 SH   SOLE   18,100 0 0
SITIME CORP COM 82982T106   10,142,608 47,600 SH   SOLE   47,600 0 0
STERLING INFRASTRUCTURE INC COM 859241101   11,574,570 50,165 SH   SOLE   50,165 0 0
THE REAL BROKERAGE INC COM NEW 75585H206   4,128,003 915,300 SH   SOLE   915,300 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   4,985,250 115,000 SH   SOLE   115,000 0 0
TRIVAGO N V SPON ADS A SHS N 89686D303   1,985,576 526,678 SH   SOLE   526,678 0 0
TTM TECHNOLOGIES INC COM 87305R109   7,551,700 185,000 SH   SOLE   185,000 0 0
TURNING PT BRANDS INC COM 90041L105   2,678,242 35,347 SH   SOLE   35,347 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   7,964,150 235,000 SH   SOLE   235,000 0 0
UPSTART HLDGS INC COM 91680M107   4,365,900 67,500 SH   SOLE   67,500 0 0