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 4,624 221,266 SH   SOLE   0 0 221,266
ANSYS INC COM 03662Q105 3,446 15,545 SH   SOLE   0 0 15,545
BORGWARNER INC COM 099724106 6,696 213,249 SH   SOLE   0 0 213,249
COGNEX CORP COM 192422103 4,533 109,370 SH   SOLE   0 0 109,370
COHERENT CORP COM 19247G107 5,959 170,987 SH   SOLE   0 0 170,987
DENBURY INC COM 24790A101 3,196 37,047 SH   SOLE   0 0 37,047
HEXCEL CORP NEW COM 428291108 2,845 55,003 SH   SOLE   0 0 55,003
MAGNITE INC COM 55955D100 5,753 875,621 SH   SOLE   0 0 875,621
MIX TELEMATICS LTD SPONSORED ADR 60688N102 5,001 657,979 SH   SOLE   0 0 657,979
NATIONAL INSTRS CORP COM 636518102 8,223 217,889 SH   SOLE   0 0 217,889
PROS HOLDINGS INC COM 74346Y103 6,120 247,790 SH   SOLE   0 0 247,790
SIMULATIONS PLUS INC COM 829214105 1,713 35,296 SH   SOLE   0 0 35,296
STRATASYS LTD SHS M85548101 5,713 396,446 SH   SOLE   0 0 396,446
TECHNIPFMC PLC COM G87110105 8,721 1,030,891 SH   SOLE   0 0 1,030,891
TENNANT CO COM 880345103 6,724 118,876 SH   SOLE   0 0 118,876
TRUPANION INC COM 898202106 3,388 57,006 SH   SOLE   0 0 57,006
TYLER TECHNOLOGIES INC COM 902252105 431 1,241 SH   SOLE   0 0 1,241
VARONIS SYS INC COM 922280102 8,135 306,764 SH   SOLE   0 0 306,764