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   16,695,892 296,184 SH   SOLE   296,184 0 0
ADTRAN HOLDINGS INC COM 00486H105   16,118,949 1,958,560 SH   SOLE   1,958,560 0 0
BOX INC CL A 10316T104   10,665,159 440,527 SH   SOLE   440,527 0 0
BRUNSWICK CORP COM 117043109   26,893,259 340,421 SH   SOLE   340,421 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   12,296,526 152,053 SH   SOLE   152,053 0 0
COHERENT CORP COM 19247G107   3,257,015 99,786 SH   SOLE   99,786 0 0
COHU INC COM 192576106   12,015,599 348,885 SH   SOLE   348,885 0 0
COMFORT SYS USA INC COM 199908104   3,801,336 22,307 SH   SOLE   22,307 0 0
COOPER STD HLDGS INC COM 21676P103   2,392,826 178,303 SH   SOLE   178,303 0 0
DZS INC COM 268211109   2,250,047 1,071,451 SH   SOLE   1,071,451 0 0
ENVIRI CORP COM 415864107   17,711,736 2,453,149 SH   SOLE   2,453,149 0 0
FABRINET SHS G3323L100   9,551,325 57,324 SH   SOLE   57,324 0 0
FARO TECHNOLOGIES INC COM 311642102   22,099,309 1,451,038 SH   SOLE   1,451,038 0 0
GREEN DOT CORP CL A 39304D102   14,543,603 1,044,049 SH   SOLE   1,044,049 0 0
INFINERA CORP COM 45667G103   2,900,698 693,947 SH   SOLE   693,947 0 0
KULICKE & SOFFA INDS INC COM 501242101   36,342,074 747,318 SH   SOLE   747,318 0 0
LUMENTUM HLDGS INC COM 55024U109   42,703,323 945,182 SH   SOLE   945,182 0 0
MARKFORGED HOLDING CORPORATI COM 57064N102   4,114,479 2,837,572 SH   SOLE   2,837,572 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   12,207,312 549,384 SH   SOLE   549,384 0 0
NLIGHT INC COM 65487K100   14,505,722 1,394,781 SH   SOLE   1,394,781 0 0
ONTO INNOVATION INC COM 683344105   4,346,902 34,088 SH   SOLE   34,088 0 0
ORION S.A. COM L72967109   13,244,161 622,376 SH   SOLE   622,376 0 0
PDF SOLUTIONS INC COM 693282105   10,382,872 320,459 SH   SOLE   320,459 0 0
RENT THE RUNWAY INC COM CL A 76010Y103   1,902,376 2,795,146 SH   SOLE   2,795,146 0 0
RXO INC COMMON STOCK 74982T103   17,920,147 908,269 SH   SOLE   908,269 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207   13,375,652 4,726,379 SH   SOLE   4,726,379 0 0
STITCH FIX INC COM CL A 860897107   16,346,590 4,738,142 SH   SOLE   4,738,142 0 0
TILLYS INC CL A 886885102   13,062,676 1,608,704 SH   SOLE   1,608,704 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   41,452,669 1,397,124 SH   SOLE   1,397,124 0 0
VIMEO INC COMMON STOCK 92719V100   16,054,137 4,535,067 SH   SOLE   4,535,067 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   6,336,700 256,339 SH   SOLE   256,339 0 0
VISHAY PRECISION GROUP INC COM 92835K103   5,801,516 172,767 SH   SOLE   172,767 0 0
ZUMIEZ INC COM 989817101   13,708,118 770,119 SH   SOLE   770,119 0 0