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
ACI WORLDWIDE INC COM 004498101 6,251 168,318 SH   SOLE   0 0 168,318
ANSYS INC COM 03662Q105 5,909 17,026 SH   SOLE   0 0 17,026
BORGWARNER INC COM 099724106 9,441 194,497 SH   SOLE   0 0 194,497
COGNEX CORP COM 192422103 3,120 37,120 SH   SOLE   0 0 37,120
CORE LABORATORIES N V COM N22717107 1,648 42,304 SH   SOLE   0 0 42,304
DENBURY INC COM 24790A101 6,850 89,219 SH   SOLE   0 0 89,219
DIXIE GROUP INC CL A 255519100 1,486 507,176 SH   SOLE   0 0 507,176
HEXCEL CORP NEW COM 428291108 9,930 159,136 SH   SOLE   0 0 159,136
II-VI INC COM 902104108 10,679 147,117 SH   SOLE   0 0 147,117
MAGNITE INC COM 55955D100 5,611 165,816 SH   SOLE   0 0 165,816
MIX TELEMATICS LTD SPONSORED ADR 60688N102 8,790 529,834 SH   SOLE   0 0 529,834
NATIONAL INSTRS CORP COM 636518102 11,620 274,841 SH   SOLE   0 0 274,841
POINTS INTL LTD COM NEW 730843208 7,828 450,397 SH   SOLE   0 0 450,397
PROS HOLDINGS INC COM 74346Y103 8,453 185,498 SH   SOLE   0 0 185,498
STRATASYS LTD SHS M85548101 10,063 389,129 SH   SOLE   0 0 389,129
TECHNIPFMC PLC COM G87110105 9,092 1,004,627 SH   SOLE   0 0 1,004,627
TENNANT CO COM 880345103 9,938 124,453 SH   SOLE   0 0 124,453
TYLER TECHNOLOGIES INC COM 902252105 964 2,132 SH   SOLE   0 0 2,132
VARONIS SYS INC COM 922280102 9,068 157,383 SH   SOLE   0 0 157,383
VIASAT INC COM 92552V100 7,456 149,594 SH   SOLE   0 0 149,594