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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
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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   6,988,840 309,789 SH   SOLE   0 0 309,789
ANSYS INC COM 03662Q105   4,205,572 14,134 SH   SOLE   0 0 14,134
BORGWARNER INC COM 099724106   8,315,211 205,975 SH   SOLE   0 0 205,975
COGNEX CORP COM 192422103   5,572,796 131,310 SH   SOLE   0 0 131,310
COHERENT CORP COM 19247G107   9,135,381 279,883 SH   SOLE   0 0 279,883
DENBURY INC COM 24790A101   3,214,336 32,796 SH   SOLE   0 0 32,796
HEXCEL CORP NEW COM 428291108   5,216,607 80,083 SH   SOLE   0 0 80,083
MAGNITE INC COM 55955D100   7,748,217 1,027,615 SH   SOLE   0 0 1,027,615
MIX TELEMATICS LTD SPONSORED ADR 60688N102   5,361,896 971,358 SH   SOLE   0 0 971,358
PROS HOLDINGS INC COM 74346Y103   5,960,318 172,164 SH   SOLE   0 0 172,164
SIMULATIONS PLUS INC COM 829214105   2,088,628 50,087 SH   SOLE   0 0 50,087
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   3,039,150 33,099 SH   SOLE   0 0 33,099
STRATASYS LTD SHS M85548101   7,826,281 575,039 SH   SOLE   0 0 575,039
TECHNIPFMC PLC COM G87110105   11,099,538 545,700 SH   SOLE   0 0 545,700
TENNANT CO COM 880345103   6,364,665 85,835 SH   SOLE   0 0 85,835
TRUPANION INC COM 898202106   9,847,919 349,217 SH   SOLE   0 0 349,217
TYLER TECHNOLOGIES INC COM 902252105   459,120 1,189 SH   SOLE   0 0 1,189
VARONIS SYS INC COM 922280102   9,701,214 317,656 SH   SOLE   0 0 317,656