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
ASPEN AEROGELS INC COM 04523Y105   4,744,170 198,917 SH   SOLE   198,917 0 0
AUGMEDIX INC COM 05105P107   721,600 820,000 SH   SOLE   820,000 0 0
AVIAT NETWORKS INC COM NEW 05366Y201   3,442,800 120,000 SH   SOLE   120,000 0 0
AXON ENTERPRISE INC COM 05464C101   2,785,276 9,466 SH   SOLE   9,466 0 0
BLEND LABS INC CL A 09352U108   1,652,000 700,000 SH   SOLE   700,000 0 0
BOWMAN CONSULTING GROUP LTD COM 103002101   2,873,085 90,377 SH   SOLE   90,377 0 0
CALIX INC COM 13100M509   885,750 25,000 SH Call SOLE   25,000 0 0
CALIX INC COM 13100M509   2,863,665 80,826 SH   SOLE   80,826 0 0
CAMTEK LTD ORD M20791105   17,470,980 139,500 SH   SOLE   139,500 0 0
CELESTICA INC COM 15101Q207   21,511,707 375,226 SH   SOLE   375,226 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   2,390,000 200,000 SH   SOLE   200,000 0 0
CIMPRESS PLC SHS EURO G2143T103   4,818,550 55,000 SH   SOLE   55,000 0 0
CLEARFIELD INC COM 18482P103   2,526,143 65,512 SH   SOLE   65,512 0 0
COGNEX CORP COM 192422103   2,129,030 45,531 SH   SOLE   45,531 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105   2,385,758 312,272 SH   SOLE   312,272 0 0
COMMVAULT SYS INC COM 204166102   8,985,603 73,913 SH   SOLE   73,913 0 0
COUCHBASE INC COM 22207T101   4,802,380 263,000 SH   SOLE   263,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   10,920,395 39,940 SH   SOLE   39,940 0 0
DAVE INC CLASS A COM NEW 23834J201   3,655,604 120,647 SH   SOLE   120,647 0 0
DIGIMARC CORP NEW COM 25381B101   1,485,317 47,898 SH   SOLE   47,898 0 0
EVERQUOTE INC COM CL A 30041R108   1,637,885 78,518 SH   SOLE   78,518 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   2,804,740 1,099,898 SH   SOLE   1,099,898 0 0
FIVE9 INC COM 338307101   2,306,430 52,300 SH   SOLE   52,300 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   6,676,284 812,200 SH   SOLE   812,200 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109   3,975,554 442,712 SH   SOLE   442,712 0 0
GRAHAM CORP COM 384556106   2,702,740 95,978 SH   SOLE   95,978 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   2,422,800 120,000 SH   SOLE   120,000 0 0
IBOTTA INC CLASS A COM SHS 451051106   522,137 6,947 SH   SOLE   6,947 0 0
IES HLDGS INC COM 44951W106   5,377,999 38,599 SH   SOLE   38,599 0 0
IMPINJ INC COM 453204109   7,979,593 50,900 SH   SOLE   50,900 0 0
INFORMATICA INC COM CL A 45674M101   7,206,249 233,363 SH   SOLE   233,363 0 0
KORNIT DIGITAL LTD SHS M6372Q113   2,231,209 152,405 SH   SOLE   152,405 0 0
LENDINGTREE INC NEW COM 52603B107   6,698,153 161,052 SH   SOLE   161,052 0 0
LIFEMD INC COM 53216B104   2,092,300 305,000 SH   SOLE   305,000 0 0
LINCOLN EDL SVCS CORP COM 533535100   465,458 39,246 SH   SOLE   39,246 0 0
LIVERAMP HLDGS INC COM 53815P108   2,174,865 70,293 SH   SOLE   70,293 0 0
LSI INDS INC OHIO COM 50216C108   6,296,403 435,135 SH   SOLE   435,135 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   11,856,395 106,364 SH   SOLE   106,364 0 0
MAGNITE INC COM 55955D100   1,774,654 133,533 SH   SOLE   133,533 0 0
MATRIX SVC CO COM 576853105   2,104,703 211,954 SH   SOLE   211,954 0 0
MATTERPORT INC COM CL A 577096100   3,546,945 793,500 SH   SOLE   793,500 0 0
MODINE MFG CO COM 607828100   12,631,454 126,075 SH   SOLE   126,075 0 0
MONEYLION INC CL A 60938K304   12,744,776 173,304 SH   SOLE   173,304 0 0
NEURONETICS INC COM 64131A105   1,226,630 681,461 SH   SOLE   681,461 0 0
OPERA LTD SPONSORED ADS 68373M107   7,324,471 521,686 SH   SOLE   521,686 0 0
OPTIMIZERX CORP COM NEW 68401U204   3,922,450 392,245 SH   SOLE   392,245 0 0
ORION GROUP HLDGS INC COM 68628V308   787,856 82,845 SH   SOLE   82,845 0 0
PROS HOLDINGS INC COM 74346Y103   6,388,950 223,000 SH   SOLE   223,000 0 0
Q2 HLDGS INC COM 74736L109   8,527,585 141,349 SH   SOLE   141,349 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   10,373,088 1,613,233 SH   SOLE   1,613,233 0 0
REDDIT INC CL A 75734B100   3,379,781 52,900 SH   SOLE   52,900 0 0
REPAY HLDGS CORP COM CL A 76029L100   9,282,736 879,047 SH   SOLE   879,047 0 0
RUSH STREET INTERACTIVE INC COM 782011100   9,590,000 1,000,000 SH   SOLE   1,000,000 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   6,474,547 483,536 SH   SOLE   483,536 0 0
SEZZLE INC COM 78435P105   8,434,626 95,609 SH   SOLE   95,609 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   13,512,939 166,847 SH   SOLE   166,847 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   1,235,003 312,659 SH   SOLE   312,659 0 0
STERLING INFRASTRUCTURE INC COM 859241101   6,390,360 54,000 SH   SOLE   54,000 0 0
STRATEGIC ED INC COM 86272C103   3,319,800 30,000 SH   SOLE   30,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   15,678,262 19,135 SH   SOLE   19,135 0 0
TABOOLA.COM LTD ORD SHS M8744T106   3,543,200 1,030,000 SH   SOLE   1,030,000 0 0
TALKSPACE INC COM 87427V103   4,600,000 2,000,000 SH   SOLE   2,000,000 0 0
THE REAL BROKERAGE INC COM NEW 75585H206   5,560,669 1,369,623 SH   SOLE   1,369,623 0 0
TTM TECHNOLOGIES INC COM 87305R109   6,718,331 345,771 SH   SOLE   345,771 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   943,800 60,000 SH   SOLE   60,000 0 0
VARONIS SYS INC COM 922280102   9,749,423 203,240 SH   SOLE   203,240 0 0
VEECO INSTRS INC DEL COM 922417100   3,565,935 76,342 SH   SOLE   76,342 0 0
VERTEX INC CL A 92538J106   8,596,123 238,450 SH   SOLE   238,450 0 0
VIANT TECHNOLOGY INC COM CL A 92557A101   3,315,195 335,886 SH   SOLE   335,886 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   947,100 105,000 SH   SOLE   105,000 0 0
WEBTOON ENTMT INC COM 94845U105   1,141,500 50,000 SH   SOLE   50,000 0 0
WIX COM LTD SHS M98068105   10,094,105 63,457 SH   SOLE   63,457 0 0