The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
A10 NETWORK INC | COM | 002121101 | 2,427 | 381,003 | SH | SOLE | 381,003 | 0 | 0 | ||
ABERCROMBIE & FITCH CO | CL A | 002896207 | 14,017 | 1,006,237 | SH | SOLE | 1,006,237 | 0 | 0 | ||
BONANZA CREEK ENERGY INC | COM NEW | 097793400 | 6,613 | 351,747 | SH | SOLE | 351,747 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 16,074 | 925,933 | SH | SOLE | 925,933 | 0 | 0 | ||
CALIX INC | COM | 13100M509 | 10,712 | 602,461 | SH | SOLE | 602,461 | 0 | 0 | ||
CHICOS FAS INC | COM | 168615102 | 1,899 | 1,953,203 | SH | SOLE | 1,953,203 | 0 | 0 | ||
COLUMBUS MCKINNON CORP N Y | COM | 199333105 | 3,501 | 105,771 | SH | SOLE | 105,771 | 0 | 0 | ||
COMFORT SYS USA INC | COM | 199908104 | 9,059 | 175,868 | SH | SOLE | 175,868 | 0 | 0 | ||
COOPER STD HLDGS INC | COM | 21676P103 | 13,676 | 1,035,269 | SH | SOLE | 1,035,269 | 0 | 0 | ||
EXPRESS INC | COM | 30219E103 | 3,403 | 5,579,121 | SH | SOLE | 5,579,121 | 0 | 0 | ||
FABRINET | SHS | G3323L100 | 13,487 | 213,978 | SH | SOLE | 213,978 | 0 | 0 | ||
HARMONIC INC | COM | 413160102 | 4,151 | 743,895 | SH | SOLE | 743,895 | 0 | 0 | ||
II-VI INC | COM | 902104108 | 16,167 | 398,603 | SH | SOLE | 398,603 | 0 | 0 | ||
INFINERA CORP | COM | 45667G103 | 15,879 | 2,577,710 | SH | SOLE | 2,577,710 | 0 | 0 | ||
KULICKE & SOFFA INDS INC | COM | 501242101 | 19,327 | 862,820 | SH | SOLE | 862,820 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 16,061 | 213,782 | SH | SOLE | 213,782 | 0 | 0 | ||
MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 25,120 | 1,436,254 | SH | SOLE | 1,436,254 | 0 | 0 | ||
PDF SOLUTIONS INC | COM | 693282105 | 1,376 | 73,567 | SH | SOLE | 73,567 | 0 | 0 | ||
PHOTRONICS INC | COM | 719405102 | 12,072 | 1,212,060 | SH | SOLE | 1,212,060 | 0 | 0 | ||
PRIMORIS SVCS CORP | COM | 74164F103 | 13,380 | 741,669 | SH | SOLE | 741,669 | 0 | 0 | ||
SELECT INTERIOR CONCEPTS INC | CL A | 816120307 | 6,353 | 920,757 | SH | SOLE | 920,757 | 0 | 0 | ||
SEQUANS COMMUNICATIONS S A | SPONSORED ADS | 817323207 | 12,430 | 2,082,064 | SH | SOLE | 2,082,064 | 0 | 0 | ||
TELENAV INC | COM | 879455103 | 6,631 | 1,841,849 | SH | SOLE | 1,841,849 | 0 | 0 | ||
TILLYS INC | CL A | 886885102 | 12,692 | 2,104,789 | SH | SOLE | 2,104,789 | 0 | 0 | ||
TTM TECHNOLOGIES INC | COM | 87305R109 | 14,983 | 1,313,106 | SH | SOLE | 1,313,106 | 0 | 0 | ||
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 24,232 | 1,129,162 | SH | SOLE | 1,129,162 | 0 | 0 | ||
VISHAY PRECISION GROUP INC | COM | 92835K103 | 6,872 | 271,417 | SH | SOLE | 271,417 | 0 | 0 |