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   6,989 309,789 SH   SOLE   0 0 309,789
ANSYS INC COM 03662Q105   4,206 14,134 SH   SOLE   0 0 14,134
BORGWARNER INC COM 099724106   8,315 205,975 SH   SOLE   0 0 205,975
COGNEX CORP COM 192422103   5,573 131,310 SH   SOLE   0 0 131,310
COHERENT CORP COM 19247G107   9,135 279,883 SH   SOLE   0 0 279,883
DENBURY INC COM 24790A101   3,214 32,796 SH   SOLE   0 0 32,796
HEXCEL CORP NEW COM 428291108   5,217 80,083 SH   SOLE   0 0 80,083
MAGNITE INC COM 55955D100   7,748 1,027,615 SH   SOLE   0 0 1,027,615
MIX TELEMATICS LTD SPONSORED ADR 60688N102   5,362 971,358 SH   SOLE   0 0 971,358
PROS HOLDINGS INC COM 74346Y103   5,960 172,164 SH   SOLE   0 0 172,164
SIMULATIONS PLUS INC COM 829214105   2,089 50,087 SH   SOLE   0 0 50,087
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   3,039 33,099 SH   SOLE   0 0 33,099
STRATASYS LTD SHS M85548101   7,826 575,039 SH   SOLE   0 0 575,039
TECHNIPFMC PLC COM G87110105   11,100 545,700 SH   SOLE   0 0 545,700
TENNANT CO COM 880345103   6,365 85,835 SH   SOLE   0 0 85,835
TRUPANION INC COM 898202106   9,848 349,217 SH   SOLE   0 0 349,217
TYLER TECHNOLOGIES INC COM 902252105   459 1,189 SH   SOLE   0 0 1,189
VARONIS SYS INC COM 922280102   9,701 317,656 SH   SOLE   0 0 317,656