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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI WORLDWIDE INC COM 004498101   5,788 251,638 SH   SOLE   0 0 251,638
ANSYS INC COM 03662Q105   3,756 15,545 SH   SOLE   0 0 15,545
BORGWARNER INC COM 099724106   7,619 189,302 SH   SOLE   0 0 189,302
COGNEX CORP COM 192422103   5,152 109,370 SH   SOLE   0 0 109,370
COHERENT CORP COM 19247G107   6,602 188,080 SH   SOLE   0 0 188,080
DENBURY INC COM 24790A101   2,887 33,176 SH   SOLE   0 0 33,176
HEXCEL CORP NEW COM 428291108   3,237 55,003 SH   SOLE   0 0 55,003
MAGNITE INC COM 55955D100   8,327 786,312 SH   SOLE   0 0 786,312
MIX TELEMATICS LTD SPONSORED ADR 60688N102   4,823 686,027 SH   SOLE   0 0 686,027
NATIONAL INSTRS CORP COM 636518102   7,775 210,701 SH   SOLE   0 0 210,701
PROS HOLDINGS INC COM 74346Y103   4,950 204,031 SH   SOLE   0 0 204,031
SIMULATIONS PLUS INC COM 829214105   1,291 35,296 SH   SOLE   0 0 35,296
STRATASYS LTD SHS M85548101   5,085 428,720 SH   SOLE   0 0 428,720
TECHNIPFMC PLC COM G87110105   8,955 734,602 SH   SOLE   0 0 734,602
TENNANT CO COM 880345103   7,319 118,876 SH   SOLE   0 0 118,876
TRUPANION INC COM 898202106   4,503 94,744 SH   SOLE   0 0 94,744
TYLER TECHNOLOGIES INC COM 902252105   400 1,241 SH   SOLE   0 0 1,241
VARONIS SYS INC COM 922280102   10,411 434,882 SH   SOLE   0 0 434,882