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 COM 282914100   4,176,530 1,546,863 SH   SOLE   1,546,863 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   8,558,479 317,451 SH   SOLE   317,451 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105   420,044 185,860 SH   SOLE   185,860 0 0
AMBARELLA INC SHS G037AX101   6,374,224 125,551 SH   SOLE   125,551 0 0
ASURE SOFTWARE INC COM 04649U102   7,272,410 934,757 SH   SOLE   934,757 0 0
AVEPOINT INC COM CL A 053604104   4,530,240 572,000 SH   SOLE   572,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   5,464,480 49,000 SH   SOLE   49,000 0 0
CANTALOUPE INC COM 138103106   1,271,995 197,822 SH   SOLE   197,822 0 0
DIGITAL TURBINE INC COM NEW 25400W102   560,837 214,060 SH   SOLE   214,060 0 0
DOCGO INC COM 256086109   7,842,884 1,941,308 SH   SOLE   1,941,308 0 0
DXC TECHNOLOGY COMPANY COM 23355L106   3,393,600 160,000 SH   SOLE   160,000 0 0
EVERQUOTE INC COM CL A 30041R108   1,244,003 67,026 SH   SOLE   67,026 0 0
GAIA INC-CLASS A CL A 36269P104   1,935,179 628,305 SH   SOLE   628,305 0 0
GRID DYNAMICS HOLDINGS INC CL A 39813G109   2,824,009 229,781 SH   SOLE   229,781 0 0
ICHOR HOLDINGS LTD SHS G4740B105   6,964,885 180,344 SH   SOLE   180,344 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207   9,547,951 519,475 SH   SOLE   519,475 0 0
KRYSTAL BIOTECH INC COM 501147102   16,051,955 90,215 SH   SOLE   90,215 0 0
LENDINGTREE INC COM 52603B107   1,638,727 38,704 SH   SOLE   38,704 0 0
LUMENTUM HOLDINGS INC COM 55024U109   7,882,023 166,463 SH   SOLE   166,463 0 0
MACOM TECHNOLOGY SOLUTIONS COM 55405Y100   12,332,395 128,946 SH   SOLE   128,946 0 0
MAGNACHIP SEMICONDUCT-DEP SH COM 55933J203   3,848,610 689,715 SH   SOLE   689,715 0 0
MAGNITE INC COM 55955D100   5,315,929 494,505 SH   SOLE   494,505 0 0
MARVELL TECHNOLOGY INC COM 573874104   17,745,304 250,357 SH   SOLE   250,357 0 0
NERDY INC CL A COM 64081V109   291,000 100,000 SH   SOLE   100,000 0 0
OUTBRAIN INC COM 69002R103   3,693,933 935,173 SH   SOLE   935,173 0 0
POWER SOLUTIONS INTERNATIONA COM 73933G202   1,580,270 690,074 SH   SOLE   690,074 0 0
PROS HOLDINGS INC COM 74346Y103   5,498,146 151,339 SH   SOLE   151,339 0 0
PROTO LABS INC COM 743713109   9,724,107 272,003 SH   SOLE   272,003 0 0
SILICON LABORATORIES INC COM 826919102   10,635,280 74,000 SH   SOLE   74,000 0 0
SIMILARWEB LTD SHS M84137104   2,772,207 308,023 SH   SOLE   308,023 0 0
SITIME CORP COM 82982T106   10,166,359 109,046 SH   SOLE   109,046 0 0
SYMBOTIC INC CLASS A COM 87151X101   13,950,000 310,000 SH   SOLE   310,000 0 0
THRYV HOLDINGS INC COM NEW 886029206   6,404,307 288,093 SH   SOLE   288,093 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   13,476,000 80,000 SH   SOLE   80,000 0 0
ZOOMINFO TECHNOLOGIES INC-A COMMON STOCK 98980F104   2,404,500 150,000 SH   SOLE   150,000 0 0