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
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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
AIR METHODS CORP COM PAR $.06 009128307 35,876 1,126,415 SH   SOLE   0 1,126,415 0
ARRIS INTL INC SHS G0551A103 4,509 149,642 SH   SOLE   0 149,642 0
CALIX INC COM 13100M509 4,388 569,933 SH   SOLE   0 569,933 0
CUTERA INC COM 232109108 12,614 727,031 SH   SOLE   0 727,031 0
FIRSTCASH INC COM 33767D105 1,142 24,294 SH   SOLE   0 24,294 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 5,426 274,849 SH   SOLE   0 274,849 0
LUMENTUM HLDGS INC COM 55024U109 2,194 56,754 SH   SOLE   0 56,754 0
NANOMETRICS INC COM 630077105 4,887 195,024 SH   SOLE   0 195,024 0
OCLARO INC COM NEW 67555N206 1,875 209,457 SH   SOLE   0 209,457 0
RUDOLPH TECHNOLOGIES INC COM 781270103 4,826 206,662 SH   SOLE   0 206,662 0