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
8X8 INC NEW COM 282914100   1,641,262 393,588 SH   SOLE   393,588 0 0
ABSOLUTE SOFTWARE CORP COM 00386B109   3,247,101 414,700 SH   SOLE   414,700 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   13,554,823 282,451 SH   SOLE   282,451 0 0
ALLOT LTD SHS M0854Q105   567,213 210,860 SH   SOLE   210,860 0 0
AMBARELLA INC SHS G037AX101   7,397,558 95,551 SH   SOLE   95,551 0 0
ASURE SOFTWARE INC COM 04649U102   12,327,842 850,196 SH   SOLE   850,196 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   4,702,792 35,293 SH   SOLE   35,293 0 0
CANTALOUPE INC COM 138103106   2,328,205 408,457 SH   SOLE   408,457 0 0
CHEGG INC COM 163092109   3,912,000 240,000 SH   SOLE   240,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   3,768,000 400,000 SH   SOLE   400,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102   6,676,674 540,184 SH   SOLE   540,184 0 0
DOCGO INC COM 256086109   1,877,967 217,106 SH   SOLE   217,106 0 0
EVERQUOTE INC COM CL A 30041R108   1,668,000 120,000 SH   SOLE   120,000 0 0
GAIA INC NEW CL A 36269P104   1,844,266 663,405 SH   SOLE   663,405 0 0
GRID DYNAMICS HLDGS INC CL A 39813G109   3,902,405 340,524 SH   SOLE   340,524 0 0
GSE SYS INC COM 36227K106   513,666 739,088 SH   SOLE   739,088 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   6,287,894 466,461 SH   SOLE   466,461 0 0
KRYSTAL BIOTECH INC COM 501147102   8,663,693 108,215 SH   SOLE   108,215 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   9,488,735 133,946 SH   SOLE   133,946 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   6,251,194 673,620 SH   SOLE   673,620 0 0
MAGNITE INC COM 55955D100   4,945,673 534,090 SH   SOLE   534,090 0 0
MARVELL TECHNOLOGY INC COM 573874104   9,108,458 210,357 SH   SOLE   210,357 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105   4,533,351 120,632 SH   SOLE   120,632 0 0
NLIGHT INC COM 65487K100   2,623,651 257,726 SH   SOLE   257,726 0 0
NV5 GLOBAL INC COM 62945V109   4,164,726 40,057 SH   SOLE   40,057 0 0
OUTBRAIN INC COM 69002R103   2,549,656 617,350 SH   SOLE   617,350 0 0
POWER SOLUTIONS INTERNATIONA COM 73933G202   1,759,688 690,074 SH   SOLE   690,074 0 0
SILICON LABORATORIES INC COM 826919102   11,030,670 63,000 SH   SOLE   63,000 0 0
SYMBOTIC INC CLASS A COM 87151X101   2,969,200 130,000 SH   SOLE   130,000 0 0
TREMOR INTL LTD ADS 89484T104   2,026,778 386,421 SH   SOLE   386,421 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   12,410,400 80,000 SH   SOLE   80,000 0 0
VARONIS SYS INC COM 922280102   2,269,659 87,261 SH   SOLE   87,261 0 0
VICOR CORP COM 925815102   7,383,850 157,304 SH   SOLE   157,304 0 0