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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   5,787,674 251,638 SH   SOLE   0 0 251,638
ANSYS INC COM 03662Q105   3,755,517 15,545 SH   SOLE   0 0 15,545
BORGWARNER INC COM 099724106   7,619,406 189,302 SH   SOLE   0 0 189,302
COGNEX CORP COM 192422103   5,152,421 109,370 SH   SOLE   0 0 109,370
COHERENT CORP COM 19247G107   6,601,608 188,080 SH   SOLE   0 0 188,080
DENBURY INC COM 24790A101   2,886,976 33,176 SH   SOLE   0 0 33,176
HEXCEL CORP NEW COM 428291108   3,236,927 55,003 SH   SOLE   0 0 55,003
MAGNITE INC COM 55955D100   8,327,044 786,312 SH   SOLE   0 0 786,312
MIX TELEMATICS LTD SPONSORED ADR 60688N102   4,822,770 686,027 SH   SOLE   0 0 686,027
NATIONAL INSTRS CORP COM 636518102   7,774,867 210,701 SH   SOLE   0 0 210,701
PROS HOLDINGS INC COM 74346Y103   4,949,792 204,031 SH   SOLE   0 0 204,031
SIMULATIONS PLUS INC COM 829214105   1,290,775 35,296 SH   SOLE   0 0 35,296
STRATASYS LTD SHS M85548101   5,084,619 428,720 SH   SOLE   0 0 428,720
TECHNIPFMC PLC COM G87110105   8,954,798 734,602 SH   SOLE   0 0 734,602
TENNANT CO COM 880345103   7,319,195 118,876 SH   SOLE   0 0 118,876
TRUPANION INC COM 898202106   4,503,182 94,744 SH   SOLE   0 0 94,744
TYLER TECHNOLOGIES INC COM 902252105   400,111 1,241 SH   SOLE   0 0 1,241
VARONIS SYS INC COM 922280102   10,411,075 434,882 SH   SOLE   0 0 434,882