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   16,232,833 184,004 SH   SOLE   184,004 0 0
ADTRAN HOLDINGS INC COM 00486H105   22,434,182 3,056,428 SH   SOLE   3,056,428 0 0
BOX INC CL A 10316T104   15,594,211 608,911 SH   SOLE   608,911 0 0
BRUNSWICK CORP COM 117043109   30,033,232 310,421 SH   SOLE   310,421 0 0
CHILDRENS PL INC NEW COM 168905107   5,752,825 247,753 SH   SOLE   247,753 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   9,713,584 142,053 SH   SOLE   142,053 0 0
COHERENT CORP COM 19247G107   2,711,310 62,286 SH   SOLE   62,286 0 0
COHU INC COM 192576106   15,641,849 441,985 SH   SOLE   441,985 0 0
COMFORT SYS USA INC COM 199908104   4,587,881 22,307 SH   SOLE   22,307 0 0
COOPER STD HLDGS INC COM 21676P103   2,851,120 145,912 SH   SOLE   145,912 0 0
ENVIRI CORP COM 415864107   25,368,354 2,818,706 SH   SOLE   2,818,706 0 0
FABRINET SHS G3323L100   8,055,527 42,324 SH   SOLE   42,324 0 0
FARO TECHNOLOGIES INC COM 311642102   37,153,930 1,649,087 SH   SOLE   1,649,087 0 0
GREEN DOT CORP CL A 39304D102   3,032,568 306,320 SH   SOLE   306,320 0 0
KULICKE & SOFFA INDS INC COM 501242101   41,874,535 765,251 SH   SOLE   765,251 0 0
LUMENTUM HLDGS INC COM 55024U109   49,081,056 936,304 SH   SOLE   936,304 0 0
MARKFORGED HOLDING CORPORATI COM 57064N102   4,369,817 5,329,045 SH   SOLE   5,329,045 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   12,438,054 549,384 SH   SOLE   549,384 0 0
NERDY INC CL A COM 64081V109   5,634,554 1,642,727 SH   SOLE   1,642,727 0 0
NLIGHT INC COM 65487K100   20,347,686 1,507,236 SH   SOLE   1,507,236 0 0
ONTO INNOVATION INC COM 683344105   5,212,055 34,088 SH   SOLE   34,088 0 0
ORION S.A. COM L72967109   18,367,686 662,376 SH   SOLE   662,376 0 0
PDF SOLUTIONS INC COM 693282105   17,273,322 537,440 SH   SOLE   537,440 0 0
RXO INC COMMON STOCK 74982T103   22,056,737 948,269 SH   SOLE   948,269 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207   13,375,652 4,726,379 SH   SOLE   3,940,246 0 0
STITCH FIX INC COM CL A 860897107   21,793,493 6,104,620 SH   SOLE   6,104,620 0 0
TILLYS INC CL A 886885102   12,129,628 1,608,704 SH   SOLE   1,608,704 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   48,382,798 1,417,188 SH   SOLE   1,417,188 0 0
VIMEO INC COMMON STOCK 92719V100   24,442,325 6,235,287 SH   SOLE   6,235,287 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   6,144,446 256,339 SH   SOLE   256,339 0 0
VISHAY PRECISION GROUP INC COM 92835K103   5,886,172 172,767 SH   SOLE   172,767 0 0
ZUMIEZ INC COM 989817101   14,750,222 725,183 SH   SOLE   725,183 0 0