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 5,143 198,652 SH   SOLE   0 0 198,652
ANSYS INC COM 03662Q105 4,251 17,765 SH   SOLE   0 0 17,765
BORGWARNER INC COM 099724106 7,116 213,249 SH   SOLE   0 0 213,249
COGNEX CORP COM 192422103 4,224 99,333 SH   SOLE   0 0 99,333
DENBURY INC COM 24790A101 4,318 71,976 SH   SOLE   0 0 71,976
HEXCEL CORP NEW COM 428291108 4,243 81,122 SH   SOLE   0 0 81,122
II-VI INC COM 902104108 7,033 138,032 SH   SOLE   0 0 138,032
MAGNITE INC COM 55955D100 7,353 828,040 SH   SOLE   0 0 828,040
MIX TELEMATICS LTD SPONSORED ADR 60688N102 4,565 560,824 SH   SOLE   0 0 560,824
NATIONAL INSTRS CORP COM 636518102 7,952 254,634 SH   SOLE   0 0 254,634
PROS HOLDINGS INC COM 74346Y103 5,550 211,584 SH   SOLE   0 0 211,584
SIMULATIONS PLUS INC COM 829214105 2,980 60,403 SH   SOLE   0 0 60,403
STRATASYS LTD SHS M85548101 6,318 337,125 SH   SOLE   0 0 337,125
TECHNIPFMC PLC COM G87110105 7,852 1,166,719 SH   SOLE   0 0 1,166,719
TENNANT CO COM 880345103 7,043 118,876 SH   SOLE   0 0 118,876
TYLER TECHNOLOGIES INC COM 902252105 413 1,241 SH   SOLE   0 0 1,241
VARONIS SYS INC COM 922280102 7,497 255,704 SH   SOLE   0 0 255,704