The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACI WORLDWIDE INC | COM | 004498101 | 5,557 | 205,899 | SH | SOLE | 0 | 0 | 205,899 | ||
| ANSYS INC | COM | 03662Q105 | 6,452 | 22,116 | SH | SOLE | 0 | 0 | 22,116 | ||
| BORGWARNER INC | COM | 099724106 | 7,635 | 216,303 | SH | SOLE | 0 | 0 | 216,303 | ||
| COGNEX CORP | COM | 192422103 | 3,249 | 54,396 | SH | SOLE | 0 | 0 | 54,396 | ||
| CORE LABORATORIES N V | COM | N22717107 | 695 | 34,203 | SH | SOLE | 0 | 0 | 34,203 | ||
| DENBURY RES INC | COM NEW | 247916208 | 365 | 1,320,238 | SH | SOLE | 0 | 0 | 1,320,238 | ||
| DIXIE GROUP INC | CL A | 255519100 | 575 | 611,681 | SH | SOLE | 0 | 0 | 611,681 | ||
| FLIR SYS INC | COM | 302445101 | 3,046 | 75,073 | SH | SOLE | 0 | 0 | 75,073 | ||
| HEXCEL CORP NEW | COM | 428291108 | 8,568 | 189,467 | SH | SOLE | 0 | 0 | 189,467 | ||
| II-VI INC | COM | 902104108 | 5,620 | 119,014 | SH | SOLE | 0 | 0 | 119,014 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 5,990 | 154,742 | SH | SOLE | 0 | 0 | 154,742 | ||
| POINTS INTL LTD | COM NEW | 730843208 | 4,468 | 490,412 | SH | SOLE | 0 | 0 | 490,412 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 6,947 | 156,352 | SH | SOLE | 0 | 0 | 156,352 | ||
| RIGNET INC | COM | 766582100 | 3,065 | 1,425,612 | SH | SOLE | 0 | 0 | 1,425,612 | ||
| RUBICON PROJ INC | COM | 78112V102 | 2,990 | 448,330 | SH | SOLE | 0 | 0 | 448,330 | ||
| SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 853 | 9,315 | SH | SOLE | 0 | 0 | 9,315 | ||
| STRATASYS LTD | SHS | M85548101 | 5,262 | 331,782 | SH | SOLE | 0 | 0 | 331,782 | ||
| TECHNIPFMC PLC | COM | G87110105 | 2,272 | 332,206 | SH | SOLE | 0 | 0 | 332,206 | ||
| TENNANT CO | COM | 880345103 | 6,204 | 95,431 | SH | SOLE | 0 | 0 | 95,431 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 788 | 2,271 | SH | SOLE | 0 | 0 | 2,271 | ||
| VARONIS SYS INC | COM | 922280102 | 7,687 | 86,880 | SH | SOLE | 0 | 0 | 86,880 | ||