ABERCROMBIE & FITCH CO CL A 002896207 5875822 64308 SH SOLE 64308 0 0 ADTRAN HOLDINGS INC COM 00486H105 22259543 1769439 SH SOLE 1769439 0 0 BOX INC CL A 10316T104 15083478 638049 SH SOLE 638049 0 0 BRUNSWICK CORP COM 117043109 25449265 349770 SH SOLE 349770 0 0 CALIX INC COM 13100M509 16664585 340163 SH SOLE 340163 0 0 COMMERCE COM INC COM SER 1 08975P108 10484812 3926896 SH SOLE 3926896 0 0 DINE BRANDS GLOBAL INC COM 254423106 6357086 242267 SH SOLE 242267 0 0 FABRINET SHS G3323L100 3947906 7570 SH SOLE 7570 0 0 GENTHERM INC COM 37253A103 4416242 158972 SH SOLE 158972 0 0 KULICKE & SOFFA INDS INC COM 501242101 20825814 316887 SH SOLE 316887 0 0 LUMENTUM HLDGS INC COM 55024U109 24753315 35223 SH SOLE 35223 0 0 MASTERCRAFT BOAT HLDGS INC COM 57637H103 14198581 692276 SH SOLE 692276 0 0 MKS INC. COM 55306N104 19648985 85501 SH SOLE 85501 0 0 NLIGHT INC COM 65487K100 5035664 88314 SH SOLE 88314 0 0 ONTO INNOVATION INC COM 683344105 39630393 193253 SH SOLE 193253 0 0 ORION S.A. COM L72967109 23187210 3567263 SH SOLE 3567263 0 0 OXFORD INDS INC COM 691497309 812407 21096 SH SOLE 21096 0 0 PDF SOLUTIONS INC COM 693282105 20390236 623364 SH SOLE 623364 0 0 POLARIS INC COM 731068102 26044297 477877 SH SOLE 477877 0 0 RXO INC COMMON STOCK 74982T103 15387916 1052525 SH SOLE 1052525 0 0 TTM TECHNOLOGIES INC COM 87305R109 12337171 126639 SH SOLE 126639 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 26118647 420049 SH SOLE 420049 0 0 VERTEX INC CL A 92538J106 14217016 1195712 SH SOLE 1195712 0 0 VIAVI SOLUTIONS INC COM 925550105 4371428 131353 SH SOLE 131353 0 0 WEAVE COMMUNICATIONS INC COM 94724R108 8501262 1840100 SH SOLE 1840100 0 0 ZUMIEZ INC COM 989817101 6406500 289102 SH SOLE 289102 0 0