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
ABERCROMBIE & FITCH CO CL A 002896207   17,213,741 620,315 SH   SOLE   620,315 0 0
ABSOLUTE SOFTWARE CORP COM 00386B109   15,163,398 1,936,577 SH   SOLE   1,936,577 0 0
ARLO TECHNOLOGIES INC COM 04206A101   4,291,159 708,112 SH   SOLE   708,112 0 0
BOX INC CL A 10316T104   11,265,918 420,527 SH   SOLE   420,527 0 0
BRUNSWICK CORP COM 117043109   27,034,908 329,694 SH   SOLE   329,694 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   14,013,322 205,053 SH   SOLE   205,053 0 0
COHERENT CORP COM 19247G107   5,703,851 149,786 SH   SOLE   149,786 0 0
COHU INC COM 192576106   9,746,645 253,885 SH   SOLE   253,885 0 0
COMFORT SYS USA INC COM 199908104   6,637,093 45,472 SH   SOLE   45,472 0 0
COOPER STD HLDGS INC COM 21676P103   3,554,461 249,611 SH   SOLE   249,611 0 0
DZS INC COM 268211109   11,340,123 1,437,278 SH   SOLE   1,437,278 0 0
FABRINET SHS G3323L100   9,301,758 78,324 SH   SOLE   78,324 0 0
FARO TECHNOLOGIES INC COM 311642102   14,340,493 582,710 SH   SOLE   582,710 0 0
GREEN DOT CORP CL A 39304D102   13,064,479 760,447 SH   SOLE   760,447 0 0
HARSCO CORP COM 415864107   10,083,368 1,476,335 SH   SOLE   1,476,335 0 0
INFINERA CORP COM 45667G103   5,385,029 693,947 SH   SOLE   693,947 0 0
KULICKE & SOFFA INDS INC COM 501242101   30,945,785 587,318 SH   SOLE   587,318 0 0
LUMENTUM HLDGS INC COM 55024U109   45,295,162 838,644 SH   SOLE   838,644 0 0
MARKFORGED HOLDING CORPORATI COM 57064N102   958,800 1,000,000 SH   SOLE   1,000,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   17,176,457 564,458 SH   SOLE   564,458 0 0
NLIGHT INC COM 65487K100   8,260,418 811,436 SH   SOLE   811,436 0 0
ONTO INNOVATION INC COM 683344105   8,619,973 98,088 SH   SOLE   98,088 0 0
ORION ENGINEERED CARBONS S A COM L72967109   14,558,898 558,026 SH   SOLE   558,026 0 0
PDF SOLUTIONS INC COM 693282105   13,225,662 311,926 SH   SOLE   311,926 0 0
RENT THE RUNWAY INC COM CL A 76010Y103   13,086,570 4,591,779 SH   SOLE   4,591,779 0 0
RXO INC COMMON STOCK 74982T103   9,148,705 465,820 SH   SOLE   465,820 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207   7,764,100 3,882,050 SH   SOLE   3,882,050 0 0
STITCH FIX INC COM CL A 860897107   6,070,573 1,187,979 SH   SOLE   1,187,979 0 0
TILLYS INC CL A 886885102   13,222,211 1,714,943 SH   SOLE   1,714,943 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   40,305,914 1,215,498 SH   SOLE   1,215,498 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   10,828,398 478,709 SH   SOLE   478,709 0 0
VISHAY PRECISION GROUP INC COM 92835K103   7,214,750 172,767 SH   SOLE   172,767 0 0
ZUMIEZ INC COM 989817101   9,406,594 510,119 SH   SOLE   510,119 0 0