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 7,614 219,420 SH   SOLE   0 0 219,420
ANSYS INC COM 03662Q105 5,782 14,415 SH   SOLE   0 0 14,415
BORGWARNER INC COM 099724106 9,437 209,392 SH   SOLE   0 0 209,392
COGNEX CORP COM 192422103 1,982 25,491 SH   SOLE   0 0 25,491
DENBURY INC COM 24790A101 6,591 86,062 SH   SOLE   0 0 86,062
HEXCEL CORP NEW COM 428291108 7,268 140,311 SH   SOLE   0 0 140,311
II-VI INC COM 902104108 9,843 144,057 SH   SOLE   0 0 144,057
MAGNITE INC COM 55955D100 7,879 450,241 SH   SOLE   0 0 450,241
MIX TELEMATICS LTD SPONSORED ADR 60688N102 7,107 563,630 SH   SOLE   0 0 563,630
NATIONAL INSTRS CORP COM 636518102 10,161 232,666 SH   SOLE   0 0 232,666
POINTS INTL LTD COM NEW 730843208 6,365 415,626 SH   SOLE   0 0 415,626
PROS HOLDINGS INC COM 74346Y103 7,641 221,534 SH   SOLE   0 0 221,534
SIMULATIONS PLUS INC COM 829214105 820 17,330 SH   SOLE   0 0 17,330
STRATASYS LTD SHS M85548101 6,815 278,290 SH   SOLE   0 0 278,290
TECHNIPFMC PLC COM G87110105 7,079 1,195,836 SH   SOLE   0 0 1,195,836
TENNANT CO COM 880345103 9,029 111,420 SH   SOLE   0 0 111,420
TYLER TECHNOLOGIES INC COM 902252105 694 1,290 SH   SOLE   0 0 1,290
VARONIS SYS INC COM 922280102 8,749 179,354 SH   SOLE   0 0 179,354