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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERCROMBIE & FITCH CO CL A 002896207 15,149 974,221 SH   SOLE   974,221 0 0
ABSOLUTE SOFTWARE CORP COM 00386B109 17,510 1,508,143 SH   SOLE   1,508,143 0 0
AMKOR TECHNOLOGY INC COM 031652100 6,802 398,928 SH   SOLE   398,928 0 0
ARLO TECHNOLOGIES INC COM 04206A101 10,020 2,159,456 SH   SOLE   2,159,456 0 0
BOX INC CL A 10316T104 12,333 505,644 SH   SOLE   505,644 0 0
BRUNSWICK CORP COM 117043109 19,363 295,850 SH   SOLE   295,850 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 11,336 197,517 SH   SOLE   197,517 0 0
COHERENT CORP COM 19247G107 4,772 136,933 SH   SOLE   136,933 0 0
COHU INC COM 192576106 4,546 176,319 SH   SOLE   176,319 0 0
COMFORT SYS USA INC COM 199908104 8,612 88,482 SH   SOLE   88,482 0 0
COOPER STD HLDGS INC COM 21676P103 6,974 1,194,132 SH   SOLE   1,194,132 0 0
FABRINET SHS G3323L100 13,522 141,667 SH   SOLE   141,667 0 0
FUNKO INC COM CL A 361008105 3,096 153,110 SH   SOLE   153,110 0 0
GREEN DOT CORP CL A 39304D102 12,361 651,260 SH   SOLE   651,260 0 0
HARSCO CORP COM 415864107 6,124 1,637,428 SH   SOLE   1,637,428 0 0
INFINERA CORP COM 45667G103 6,522 1,347,581 SH   SOLE   1,347,581 0 0
KULICKE & SOFFA INDS INC COM 501242101 21,564 559,672 SH   SOLE   559,672 0 0
LUMENTUM HLDGS INC COM 55024U109 22,122 322,622 SH   SOLE   322,622 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 24,146 1,280,961 SH   SOLE   1,280,961 0 0
ONTO INNOVATION INC COM 683344105 9,111 142,245 SH   SOLE   142,245 0 0
ORION ENGINEERED CARBONS S A COM L72967109 7,298 546,695 SH   SOLE   546,695 0 0
PDF SOLUTIONS INC COM 693282105 9,558 389,627 SH   SOLE   389,627 0 0
RENT THE RUNWAY INC COM CL A 76010Y103 5,704 2,592,638 SH   SOLE   2,592,638 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 13,236 3,707,654 SH   SOLE   3,707,654 0 0
TILLYS INC CL A 886885102 10,589 1,530,215 SH   SOLE   1,530,215 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 33,339 1,294,703 SH   SOLE   1,294,703 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 9,640 541,887 SH   SOLE   541,887 0 0
VISHAY PRECISION GROUP INC COM 92835K103 7,873 266,053 SH   SOLE   266,053 0 0
ZUMIEZ INC COM 989817101 6,519 302,795 SH   SOLE   302,795 0 0