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
ADTALEM GLOBAL ED INC COM 00737L103   2,467,200 48,000 SH   SOLE   48,000 0 0
ATI INC COM 01741R102   18,738,454 366,200 SH   SOLE   366,200 0 0
BEL FUSE INC CL B 077347300   2,177,191 36,100 SH   SOLE   36,100 0 0
BURFORD CAP LTD ORD SHS G17977110   606,860 38,000 SH   SOLE   38,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108   13,464,024 299,600 SH   SOLE   299,600 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   2,481,920 224,000 SH   SOLE   224,000 0 0
CORECARD CORPORATION COM 45816D100   2,162,341 195,687 SH   SOLE   195,687 0 0
CSP INC COM 126389105   443,040 24,000 SH   SOLE   24,000 0 0
CYTOKINETICS INC COM NEW 23282W605   1,766,772 25,200 SH   SOLE   25,200 0 0
EDAP TMS S A SPONSORED ADR 268311107   4,012,924 545,976 SH   SOLE   545,976 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   890,000 200,000 SH   SOLE   200,000 0 0
GARRETT MOTION INC COM 366505105   2,385,600 240,000 SH   SOLE   240,000 0 0
GENERAC HLDGS INC COM 368736104   4,541,040 36,000 SH   SOLE   36,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206   683,010 9,000 SH   SOLE   9,000 0 0
ICHOR HOLDINGS SHS G4740B105   5,422,248 140,400 SH   SOLE   140,400 0 0
IMPINJ INC COM 453204109   3,287,296 25,600 SH   SOLE   25,600 0 0
INFINERA CORP COM 45667G103   5,601,870 929,000 SH   SOLE   929,000 0 0
INFORMATICA INC COM CL A 45674M101   3,955,000 113,000 SH   SOLE   113,000 0 0
MAMAS CREATIONS INC COM 56146T103   2,195,000 439,000 SH   SOLE   439,000 0 0
MAXCYTE INC COM 57777K106   191,902 45,800 SH   SOLE   45,800 0 0
MICRON TECHNOLOGY INC COM 595112103   1,768,350 15,000 SH   SOLE   15,000 0 0
NET LEASE OFFICE PROPERTIES COM 64110Y108   571,200 24,000 SH   SOLE   24,000 0 0
ORION S.A. COM L72967109   576,852 24,526 SH   SOLE   24,526 0 0
PERMA-FIX ENVIRONMENTAL SVCS COM NEW 714157203   546,940 46,000 SH   SOLE   46,000 0 0
RAMBUS INC DEL COM 750917106   3,584,980 58,000 SH   SOLE   58,000 0 0
RUSH STREET INTERACTIVE INC COM 782011100   716,100 110,000 SH   SOLE   110,000 0 0
SHARKNINJA INC COM SHS G8068L108   9,779,530 157,000 SH   SOLE   157,000 0 0
SILICOM LTD ORD M84116108   534,600 36,000 SH   SOLE   36,000 0 0
SITIME CORP COM 82982T106   2,237,520 24,000 SH   SOLE   24,000 0 0
TIDEWATER INC NEW COM 88642R109   17,001,600 184,800 SH   SOLE   184,800 0 0
TRANSMEDICS GROUP INC COM 89377M109   3,874,456 52,400 SH   SOLE   52,400 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   4,019,200 640,000 SH   SOLE   640,000 0 0
VIEMED HEALTHCARE INC COM 92663R105   754,400 80,000 SH   SOLE   80,000 0 0
VIKING THERAPEUTICS INC COM 92686J106   5,740,000 70,000 SH   SOLE   70,000 0 0
XPEL INC COM 98379L100   750,878 13,900 SH   SOLE   13,900 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   1,842,556 111,400 SH   SOLE   111,400 0 0