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
ABERCROMBIE & FITCH CO CL A 002896207   18,473,901 490,284 SH   SOLE   490,284 0 0
ADTRAN HOLDINGS INC COM 00486H105   12,352,069 1,173,036 SH   SOLE   1,173,036 0 0
BOX INC CL A 10316T104   12,355,083 420,527 SH   SOLE   420,527 0 0
BRUNSWICK CORP COM 117043109   27,154,795 313,421 SH   SOLE   313,421 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   12,490,277 180,053 SH   SOLE   180,053 0 0
COHERENT CORP COM 19247G107   5,087,090 99,786 SH   SOLE   99,786 0 0
COHU INC COM 192576106   11,382,661 273,885 SH   SOLE   273,885 0 0
COMFORT SYS USA INC COM 199908104   6,645,502 40,472 SH   SOLE   40,472 0 0
COOPER STD HLDGS INC COM 21676P103   2,846,339 199,603 SH   SOLE   199,603 0 0
DZS INC COM 268211109   5,880,662 1,481,275 SH   SOLE   1,481,275 0 0
ENVIRI CORP COM 415864107   16,196,058 1,640,938 SH   SOLE   1,640,938 0 0
FABRINET SHS G3323L100   10,172,721 78,324 SH   SOLE   78,324 0 0
FARO TECHNOLOGIES INC COM 311642102   20,035,463 1,236,757 SH   SOLE   1,236,757 0 0
GREEN DOT CORP CL A 39304D102   15,286,124 815,695 SH   SOLE   815,695 0 0
INFINERA CORP COM 45667G103   3,351,764 693,947 SH   SOLE   693,947 0 0
KULICKE & SOFFA INDS INC COM 501242101   40,266,555 677,318 SH   SOLE   677,318 0 0
LUMENTUM HLDGS INC COM 55024U109   41,706,875 735,182 SH   SOLE   735,182 0 0
MARKFORGED HOLDING CORPORATI COM 57064N102   2,637,617 2,179,849 SH   SOLE   2,179,849 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   17,300,638 564,458 SH   SOLE   564,458 0 0
NLIGHT INC COM 65487K100   18,146,395 1,176,809 SH   SOLE   1,176,809 0 0
ONTO INNOVATION INC COM 683344105   7,464,329 64,088 SH   SOLE   64,088 0 0
ORION S.A. COM L72967109   12,584,012 593,026 SH   SOLE   593,026 0 0
PDF SOLUTIONS INC COM 693282105   13,776,201 305,459 SH   SOLE   305,459 0 0
RENT THE RUNWAY INC COM CL A 76010Y103   9,174,110 4,633,389 SH   SOLE   4,633,389 0 0
RXO INC COMMON STOCK 74982T103   13,733,939 605,820 SH   SOLE   605,820 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207   10,539,826 4,726,379 SH   SOLE   4,726,379 0 0
STITCH FIX INC COM CL A 860897107   14,394,707 3,738,885 SH   SOLE   3,738,885 0 0
TILLYS INC CL A 886885102   12,652,650 1,804,943 SH   SOLE   1,804,943 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   44,979,585 1,169,516 SH   SOLE   1,169,516 0 0
VIMEO INC COMMON STOCK 92719V100   8,491,596 2,061,067 SH   SOLE   2,061,067 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   8,124,367 276,339 SH   SOLE   276,339 0 0
VISHAY PRECISION GROUP INC COM 92835K103   6,418,294 172,767 SH   SOLE   172,767 0 0
ZUMIEZ INC COM 989817101   12,330,383 740,119 SH   SOLE   740,119 0 0