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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI WORLDWIDE INC COM 004498101 6,638 175,207 SH   SOLE   0 0 175,207
ANSYS INC COM 03662Q105 8,225 31,951 SH   SOLE   0 0 31,951
BORGWARNER INC COM 099724106 8,785 202,522 SH   SOLE   0 0 202,522
COGNEX CORP COM 192422103 4,292 76,590 SH   SOLE   0 0 76,590
CORE LABORATORIES N V COM N22717107 1,287 34,157 SH   SOLE   0 0 34,157
DENBURY RES INC COM NEW 247916208 1,859 1,318,631 SH   SOLE   0 0 1,318,631
DIXIE GROUP INC CL A 255519100 1,201 1,063,373 SH   SOLE   0 0 1,063,373
FLIR SYS INC COM 302445101 4,267 81,943 SH   SOLE   0 0 81,943
HEXCEL CORP NEW COM 428291108 5,830 79,527 SH   SOLE   0 0 79,527
II VI INC COM 902104108 6,015 178,640 SH   SOLE   0 0 178,640
NATIONAL INSTRS CORP COM 636518102 7,123 168,242 SH   SOLE   0 0 168,242
POINTS INTL LTD COM NEW 730843208 6,164 404,045 SH   SOLE   0 0 404,045
PROS HOLDINGS INC COM 74346Y103 5,601 93,477 SH   SOLE   0 0 93,477
RIGNET INC COM 766582100 3,267 495,064 SH   SOLE   0 0 495,064
STRATASYS LTD SHS M85548101 5,103 252,334 SH   SOLE   0 0 252,334
TECHNIPFMC PLC COM G87110105 3,531 164,707 SH   SOLE   0 0 164,707
TELARIA INC COM 879181105 3,820 433,552 SH   SOLE   0 0 433,552
TENNANT CO COM 880345103 6,219 79,808 SH   SOLE   0 0 79,808
TYLER TECHNOLOGIES INC COM 902252105 2,593 8,644 SH   SOLE   0 0 8,644
VARONIS SYS INC COM 922280102 8,928 114,895 SH   SOLE   0 0 114,895