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   5,875,822 64,308 SH   SOLE   64,308 0 0
ADTRAN HOLDINGS INC COM 00486H105   22,259,543 1,769,439 SH   SOLE   1,769,439 0 0
BOX INC CL A 10316T104   15,083,478 638,049 SH   SOLE   638,049 0 0
BRUNSWICK CORP COM 117043109   25,449,265 349,770 SH   SOLE   349,770 0 0
CALIX INC COM 13100M509   16,664,585 340,163 SH   SOLE   340,163 0 0
COMMERCE COM INC COM SER 1 08975P108   10,484,812 3,926,896 SH   SOLE   3,926,896 0 0
DINE BRANDS GLOBAL INC COM 254423106   6,357,086 242,267 SH   SOLE   242,267 0 0
FABRINET SHS G3323L100   3,947,906 7,570 SH   SOLE   7,570 0 0
GENTHERM INC COM 37253A103   4,416,242 158,972 SH   SOLE   158,972 0 0
KULICKE & SOFFA INDS INC COM 501242101   20,825,814 316,887 SH   SOLE   316,887 0 0
LUMENTUM HLDGS INC COM 55024U109   24,753,315 35,223 SH   SOLE   35,223 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   14,198,581 692,276 SH   SOLE   692,276 0 0
MKS INC. COM 55306N104   19,648,985 85,501 SH   SOLE   85,501 0 0
NLIGHT INC COM 65487K100   5,035,664 88,314 SH   SOLE   88,314 0 0
ONTO INNOVATION INC COM 683344105   39,630,393 193,253 SH   SOLE   193,253 0 0
ORION S.A. COM L72967109   23,187,210 3,567,263 SH   SOLE   3,567,263 0 0
OXFORD INDS INC COM 691497309   812,407 21,096 SH   SOLE   21,096 0 0
PDF SOLUTIONS INC COM 693282105   20,390,236 623,364 SH   SOLE   623,364 0 0
POLARIS INC COM 731068102   26,044,297 477,877 SH   SOLE   477,877 0 0
RXO INC COMMON STOCK 74982T103   15,387,916 1,052,525 SH   SOLE   1,052,525 0 0
TTM TECHNOLOGIES INC COM 87305R109   12,337,171 126,639 SH   SOLE   126,639 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   26,118,647 420,049 SH   SOLE   420,049 0 0
VERTEX INC CL A 92538J106   14,217,016 1,195,712 SH   SOLE   1,195,712 0 0
VIAVI SOLUTIONS INC COM 925550105   4,371,428 131,353 SH   SOLE   131,353 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   8,501,262 1,840,100 SH   SOLE   1,840,100 0 0
ZUMIEZ INC COM 989817101   6,406,500 289,102 SH   SOLE   289,102 0 0