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
ABERCROMBIE & FITCH CO CL A 002896207 17,799 874,237 SH   SOLE   874,237 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 6,202 320,838 SH   SOLE   320,838 0 0
BOX INC CL A 10316T104 15,269 845,933 SH   SOLE   845,933 0 0
BRUNSWICK CORP COM 117043109 6,505 85,320 SH   SOLE   85,320 0 0
CALIX INC COM 13100M509 17,649 593,061 SH   SOLE   593,061 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 3,681 95,771 SH   SOLE   95,771 0 0
COMFORT SYS USA INC COM 199908104 11,546 219,250 SH   SOLE   219,250 0 0
COOPER STD HLDGS INC COM 21676P103 13,581 391,711 SH   SOLE   391,711 0 0
EXPRESS INC COM 30219E103 3,674 4,037,121 SH   SOLE   4,037,121 0 0
FABRINET SHS G3323L100 16,603 213,978 SH   SOLE   213,978 0 0
HARMONIC INC COM 413160102 3,170 428,895 SH   SOLE   428,895 0 0
II-VI INC COM 902104108 12,432 163,660 SH   SOLE   163,660 0 0
INFINERA CORP COM 45667G103 12,148 1,159,198 SH   SOLE   1,159,198 0 0
KULICKE & SOFFA INDS INC COM 501242101 22,334 702,105 SH   SOLE   702,105 0 0
LUMENTUM HLDGS INC COM 55024U109 21,215 223,782 SH   SOLE   223,782 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 25,243 1,016,222 SH   SOLE   1,016,222 0 0
PDF SOLUTIONS INC COM 693282105 1,589 73,567 SH   SOLE   73,567 0 0
PHOTRONICS INC COM 719405102 13,973 1,252,060 SH   SOLE   1,252,060 0 0
PRIMORIS SVCS CORP COM 74164F103 15,051 545,113 SH   SOLE   545,113 0 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 6,892 963,978 SH   SOLE   963,978 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 10,553 1,747,260 SH   SOLE   1,747,260 0 0
TELOS CORP MD COM 87969B101 5,277 160,000 SH   SOLE   160,000 0 0
TILLYS INC CL A 886885102 15,869 1,944,789 SH   SOLE   1,944,789 0 0
TTM TECHNOLOGIES INC COM 87305R109 16,242 1,177,416 SH   SOLE   1,177,416 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 23,423 751,942 SH   SOLE   751,942 0 0
VISHAY PRECISION GROUP INC COM 92835K103 8,544 271,417 SH   SOLE   271,417 0 0