The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 5,158,441 | 191,195 | SH | SOLE | 0 | 0 | 191,195 | |||
| ANSYS INC | COM | 03662Q105 | 4,896,819 | 14,714 | SH | SOLE | 0 | 0 | 14,714 | |||
| BORGWARNER INC | COM | 099724106 | 7,999,381 | 162,887 | SH | SOLE | 0 | 0 | 162,887 | |||
| COGNEX CORP | COM | 192422103 | 4,797,134 | 96,814 | SH | SOLE | 0 | 0 | 96,814 | |||
| COHERENT CORP | COM | 19247G107 | 7,883,055 | 207,013 | SH | SOLE | 0 | 0 | 207,013 | |||
| DENBURY INC | COM | 24790A101 | 4,442,578 | 50,697 | SH | SOLE | 0 | 0 | 50,697 | |||
| HEXCEL CORP NEW | COM | 428291108 | 3,754,706 | 55,014 | SH | SOLE | 0 | 0 | 55,014 | |||
| MAGNITE INC | COM | 55955D100 | 8,023,290 | 866,446 | SH | SOLE | 0 | 0 | 866,446 | |||
| MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 6,362,680 | 820,991 | SH | SOLE | 0 | 0 | 820,991 | |||
| NATIONAL INSTRS CORP | COM | 636518102 | 9,483,065 | 180,940 | SH | SOLE | 0 | 0 | 180,940 | |||
| PROS HOLDINGS INC | COM | 74346Y103 | 5,591,628 | 204,074 | SH | SOLE | 0 | 0 | 204,074 | |||
| SIMULATIONS PLUS INC | COM | 829214105 | 2,284,397 | 51,989 | SH | SOLE | 0 | 0 | 51,989 | |||
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | 2,106,902 | 22,946 | SH | SOLE | 0 | 0 | 22,946 | |||
| STRATASYS LTD | SHS | M85548101 | 7,804,623 | 472,149 | SH | SOLE | 0 | 0 | 472,149 | |||
| TECHNIPFMC PLC | COM | G87110105 | 10,029,242 | 734,743 | SH | SOLE | 0 | 0 | 734,743 | |||
| TENNANT CO | COM | 880345103 | 7,863,886 | 114,751 | SH | SOLE | 0 | 0 | 114,751 | |||
| TRUPANION INC | COM | 898202106 | 6,887,791 | 160,592 | SH | SOLE | 0 | 0 | 160,592 | |||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 440,108 | 1,241 | SH | SOLE | 0 | 0 | 1,241 | |||
| VARONIS SYS INC | COM | 922280102 | 9,156,456 | 352,036 | SH | SOLE | 0 | 0 | 352,036 | |||