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 5,316 168,802 SH   SOLE   0 0 168,802
ANSYS INC COM 03662Q105 4,530 14,260 SH   SOLE   0 0 14,260
BORGWARNER INC COM 099724106 8,781 225,730 SH   SOLE   0 0 225,730
COGNEX CORP COM 192422103 1,946 25,224 SH   SOLE   0 0 25,224
DENBURY INC COM 24790A101 5,660 72,044 SH   SOLE   0 0 72,044
HEXCEL CORP NEW COM 428291108 6,616 111,249 SH   SOLE   0 0 111,249
II-VI INC COM 902104108 9,417 129,905 SH   SOLE   0 0 129,905
MAGNITE INC COM 55955D100 8,193 620,244 SH   SOLE   0 0 620,244
MIX TELEMATICS LTD SPONSORED ADR 60688N102 6,247 557,246 SH   SOLE   0 0 557,246
NATIONAL INSTRS CORP COM 636518102 8,870 218,531 SH   SOLE   0 0 218,531
POINTS INTL LTD COM NEW 730843208 7,494 404,850 SH   SOLE   0 0 404,850
PROS HOLDINGS INC COM 74346Y103 7,295 219,007 SH   SOLE   0 0 219,007
SIMULATIONS PLUS INC COM 829214105 3,082 60,460 SH   SOLE   0 0 60,460
STRATASYS LTD SHS M85548101 7,083 278,983 SH   SOLE   0 0 278,983
TECHNIPFMC PLC COM G87110105 9,845 1,270,264 SH   SOLE   0 0 1,270,264
TENNANT CO COM 880345103 7,981 101,279 SH   SOLE   0 0 101,279
TYLER TECHNOLOGIES INC COM 902252105 553 1,242 SH   SOLE   0 0 1,242
VARONIS SYS INC COM 922280102 9,062 190,628 SH   SOLE   0 0 190,628