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 6,976 227,025 SH   SOLE   0 0 227,025
ANSYS INC COM 03662Q105 5,782 16,983 SH   SOLE   0 0 16,983
BORGWARNER INC COM 099724106 9,361 216,639 SH   SOLE   0 0 216,639
COGNEX CORP COM 192422103 2,372 29,564 SH   SOLE   0 0 29,564
DENBURY INC COM 24790A101 6,254 89,028 SH   SOLE   0 0 89,028
DIXIE GROUP INC CL A 255519100 2,154 443,267 SH   SOLE   0 0 443,267
HEXCEL CORP NEW COM 428291108 8,621 145,157 SH   SOLE   0 0 145,157
II-VI INC COM 902104108 8,714 146,807 SH   SOLE   0 0 146,807
MAGNITE INC COM 55955D100 5,230 186,791 SH   SOLE   0 0 186,791
MIX TELEMATICS LTD SPONSORED ADR 60688N102 6,833 555,067 SH   SOLE   0 0 555,067
NATIONAL INSTRS CORP COM 636518102 10,758 274,228 SH   SOLE   0 0 274,228
POINTS INTL LTD COM NEW 730843208 7,686 449,488 SH   SOLE   0 0 449,488
PROS HOLDINGS INC COM 74346Y103 6,569 185,136 SH   SOLE   0 0 185,136
STRATASYS LTD SHS M85548101 9,085 422,143 SH   SOLE   0 0 422,143
TECHNIPFMC PLC COM G87110105 9,318 1,237,498 SH   SOLE   0 0 1,237,498
TENNANT CO COM 880345103 9,595 129,756 SH   SOLE   0 0 129,756
TYLER TECHNOLOGIES INC COM 902252105 976 2,127 SH   SOLE   0 0 2,127
VARONIS SYS INC COM 922280102 8,733 143,525 SH   SOLE   0 0 143,525