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
ABERCROMBIE & FITCH CO CL A 002896207   15,931,774 695,407 SH   SOLE   695,407 0 0
ABSOLUTE SOFTWARE CORP COM 00386B109   18,234,264 1,746,577 SH   SOLE   1,746,577 0 0
AMKOR TECHNOLOGY INC COM 031652100   4,114,968 171,600 SH   SOLE   171,600 0 0
ARLO TECHNOLOGIES INC COM 04206A101   6,563,317 1,869,891 SH   SOLE   1,869,891 0 0
BOX INC CL A 10316T104   11,067,556 355,527 SH   SOLE   355,527 0 0
BRUNSWICK CORP COM 117043109   23,010,963 319,242 SH   SOLE   319,242 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   11,878,720 205,053 SH   SOLE   205,053 0 0
COHERENT CORP COM 19247G107   5,257,489 149,786 SH   SOLE   149,786 0 0
COHU INC COM 192576106   8,617,764 268,885 SH   SOLE   268,885 0 0
COMFORT SYS USA INC COM 199908104   9,260,718 80,472 SH   SOLE   80,472 0 0
COOPER STD HLDGS INC COM 21676P103   8,954,116 988,313 SH   SOLE   988,313 0 0
DZS INC COM 268211109   6,616,424 521,800 SH   SOLE   521,800 0 0
FABRINET SHS G3323L100   13,722,617 107,024 SH   SOLE   107,024 0 0
FUNKO INC COM CL A 361008105   3,040,715 278,709 SH   SOLE   278,709 0 0
GREEN DOT CORP CL A 39304D102   11,713,872 740,447 SH   SOLE   740,447 0 0
HARSCO CORP COM 415864107   10,808,497 1,718,362 SH   SOLE   1,718,362 0 0
INFINERA CORP COM 45667G103   5,654,503 838,947 SH   SOLE   838,947 0 0
KULICKE & SOFFA INDS INC COM 501242101   25,552,095 577,318 SH   SOLE   577,318 0 0
LUMENTUM HLDGS INC COM 55024U109   35,404,857 678,644 SH   SOLE   678,644 0 0
MARKFORGED HOLDING CORPORATI COM 57064N102   1,160,000 1,000,000 SH   SOLE   1,000,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   28,554,659 1,103,775 SH   SOLE   1,103,775 0 0
NLIGHT INC COM 65487K100   4,068,533 401,236 SH   SOLE   401,236 0 0
ONTO INNOVATION INC COM 683344105   10,693,126 157,044 SH   SOLE   157,044 0 0
ORION ENGINEERED CARBONS S A COM L72967109   10,650,843 598,026 SH   SOLE   598,026 0 0
PDF SOLUTIONS INC COM 693282105   14,532,537 509,556 SH   SOLE   509,556 0 0
RENT THE RUNWAY INC COM CL A 76010Y103   12,493,114 4,096,103 SH   SOLE   4,096,103 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207   12,224,074 3,681,950 SH   SOLE   3,681,950 0 0
TILLYS INC CL A 886885102   14,249,415 1,574,521 SH   SOLE   1,574,521 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   36,440,270 1,099,254 SH   SOLE   1,099,254 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   9,031,553 418,709 SH   SOLE   418,709 0 0
VISHAY PRECISION GROUP INC COM 92835K103   8,481,549 219,445 SH   SOLE   219,445 0 0
ZUMIEZ INC COM 989817101   11,089,987 510,119 SH   SOLE   510,119 0 0