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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI WORLDWIDE INC COM 004498101 6,399 168,166 SH   SOLE   0 0 168,166
ANSYS INC COM 03662Q105 5,776 17,011 SH   SOLE   0 0 17,011
BORGWARNER INC COM 099724106 13,265 286,129 SH   SOLE   0 0 286,129
COGNEX CORP COM 192422103 3,078 37,087 SH   SOLE   0 0 37,087
CORE LABORATORIES N V COM N22717107 1,614 56,060 SH   SOLE   0 0 56,060
DENBURY INC COM 24790A101 4,269 89,138 SH   SOLE   0 0 89,138
DIXIE GROUP INC CL A 255519100 1,545 520,236 SH   SOLE   0 0 520,236
HEXCEL CORP NEW COM 428291108 8,904 158,993 SH   SOLE   0 0 158,993
II-VI INC COM 902104108 7,917 115,795 SH   SOLE   0 0 115,795
MAGNITE INC COM 55955D100 5,075 121,956 SH   SOLE   0 0 121,956
MIX TELEMATICS LTD SPONSORED ADR 60688N102 6,895 500,340 SH   SOLE   0 0 500,340
NATIONAL INSTRS CORP COM 636518102 11,973 277,242 SH   SOLE   0 0 277,242
POINTS INTL LTD COM NEW 730843208 6,849 449,991 SH   SOLE   0 0 449,991
PROS HOLDINGS INC COM 74346Y103 7,297 171,695 SH   SOLE   0 0 171,695
RIGNET INC COM 766582100 7,064 810,149 SH   SOLE   0 0 810,149
STRATASYS LTD SHS M85548101 7,366 284,413 SH   SOLE   0 0 284,413
TECHNIPFMC PLC COM G87110105 8,801 1,140,003 SH   SOLE   0 0 1,140,003
TENNANT CO COM 880345103 11,680 146,204 SH   SOLE   0 0 146,204
TYLER TECHNOLOGIES INC COM 902252105 904 2,130 SH   SOLE   0 0 2,130
VARONIS SYS INC COM 922280102 7,509 146,257 SH   SOLE   0 0 146,257