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 | 5,394 | 206,421 | SH | SOLE | 0 | 0 | 206,421 | ||
| ANSYS INC | COM | 03662Q105 | 6,006 | 18,355 | SH | SOLE | 0 | 0 | 18,355 | ||
| BORGWARNER INC | COM | 099724106 | 6,866 | 177,227 | SH | SOLE | 0 | 0 | 177,227 | ||
| COGNEX CORP | COM | 192422103 | 2,617 | 40,194 | SH | SOLE | 0 | 0 | 40,194 | ||
| CORE LABORATORIES N V | COM | N22717107 | 523 | 34,290 | SH | SOLE | 0 | 0 | 34,290 | ||
| DIXIE GROUP INC | CL A | 255519100 | 551 | 613,221 | SH | SOLE | 0 | 0 | 613,221 | ||
| FLIR SYS INC | COM | 302445101 | 4,092 | 114,156 | SH | SOLE | 0 | 0 | 114,156 | ||
| HEXCEL CORP NEW | COM | 428291108 | 6,373 | 189,947 | SH | SOLE | 0 | 0 | 189,947 | ||
| II-VI INC | COM | 902104108 | 4,839 | 119,316 | SH | SOLE | 0 | 0 | 119,316 | ||
| MAGNITE INC | COM | 55955D100 | 4,550 | 655,098 | SH | SOLE | 0 | 0 | 655,098 | ||
| MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 3,584 | 400,884 | SH | SOLE | 0 | 0 | 400,884 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 6,007 | 168,273 | SH | SOLE | 0 | 0 | 168,273 | ||
| POINTS INTL LTD | COM NEW | 730843208 | 4,759 | 491,652 | SH | SOLE | 0 | 0 | 491,652 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 5,303 | 166,033 | SH | SOLE | 0 | 0 | 166,033 | ||
| RIGNET INC | COM | 766582100 | 5,618 | 1,370,311 | SH | SOLE | 0 | 0 | 1,370,311 | ||
| SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 855 | 9,338 | SH | SOLE | 0 | 0 | 9,338 | ||
| STRATASYS LTD | SHS | M85548101 | 4,148 | 332,623 | SH | SOLE | 0 | 0 | 332,623 | ||
| TECHNIPFMC PLC | COM | G87110105 | 2,346 | 371,838 | SH | SOLE | 0 | 0 | 371,838 | ||
| TENNANT CO | COM | 880345103 | 5,517 | 91,409 | SH | SOLE | 0 | 0 | 91,409 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 794 | 2,277 | SH | SOLE | 0 | 0 | 2,277 | ||
| VARONIS SYS INC | COM | 922280102 | 6,232 | 53,991 | SH | SOLE | 0 | 0 | 53,991 | ||