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
AMBER ROAD INC COM 02318Y108 5,185 582,620 SH   SOLE   582,620 0 0
A10 NETWORKS INC COM 002121101 8,468 1,455,046 SH   SOLE   1,455,046 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 7,746 279,551 SH   SOLE   279,551 0 0
CALIX INC COM 13100M509 20,812 3,038,305 SH   SOLE   3,038,305 0 0
CALAMP CORP COM 128126109 7,927 346,474 SH   SOLE   346,474 0 0
CARBONITE INC COM 141337105 733 25,463 SH   SOLE   25,463 0 0
ENPHASE ENERGY INC COM 29355A107 1,503 328,875 SH   SOLE   328,875 0 0
ELECTRO SCIENTIFIC INDUSTRIES INC COM 285229100 13,244 685,167 SH   SOLE   685,167 0 0
FABRINET SHS G3323L100 19,538 622,632 SH   SOLE   622,632 0 0
GUESS INC COM 401617105 20,549 990,789 SH   SOLE   990,789 0 0
HARMONIC INC COM 413160102 9,604 2,527,464 SH   SOLE   2,527,464 0 0
HIGHPOINT RESOURCES CORP COM 43114K108 22,637 4,456,182 SH   SOLE   4,456,182 0 0
II-VI INC COM 902104108 5,500 134,469 SH   SOLE   134,469 0 0
INFINERA CORP COM 45667G103 20,626 1,899,254 SH   SOLE   1,899,254 0 0
KEMET CORP COM NEW 488360207 1,277 70,420 SH   SOLE   70,420 0 0
KIRKLAND'S INC COM 497498105 8,365 863,258 SH   SOLE   863,258 0 0
MCBC HOLDINGS INC COM 55276F107 20,187 801,089 SH   SOLE   801,089 0 0
MITCHAM INDUSTRIES INC COM 606501104 972 299,931 SH   SOLE   299,931 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,258 155,135 SH   SOLE   155,135 0 0
MAXLINEAR INC COM 57776J100 10,581 465,100 SH   SOLE   465,100 0 0
OCLARO INC COM NEW 67555N206 16,033 1,677,092 SH   SOLE   1,677,092 0 0
PDF SOLUTIONS INC COM 693282105 16,476 1,413,076 SH   SOLE   1,413,076 0 0
PETROQUEST ENERGY INC COM NEW 716748306 207 357,063 SH   SOLE   357,063 0 0
PRIMORIS SERVICES CORP COM 74164F103 3,773 151,045 SH   SOLE   151,045 0 0
QAD INC CL A 74727D306 5,895 141,530 SH   SOLE   141,530 0 0
SEQUANS COMMUNICATIONS SA SPONSORED ADS 817323108 5,904 3,514,399 SH   SOLE   3,514,399 0 0
STAGE STORES INC COM NEW 85254C305 5,022 2,303,702 SH   SOLE   2,303,702 0 0
TILLYS INC CL A 886885102 6,714 594,196 SH   SOLE   594,196 0 0
TELENAV INC COM 879455103 20,688 3,831,134 SH   SOLE   3,831,134 0 0
ZUMIEZ INC COM 989817101 3,515 147,079 SH   SOLE   147,079 0 0