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
ACI WORLDWIDE INC COM 004498101   6,159 265,833 SH   SOLE   0 0 265,833
ANSYS INC COM 03662Q105   4,685 14,185 SH   SOLE   0 0 14,185
BORGWARNER INC COM 099724106   8,139 166,399 SH   SOLE   0 0 166,399
COGNEX CORP COM 192422103   5,228 93,332 SH   SOLE   0 0 93,332
COHERENT CORP COM 19247G107   9,722 190,693 SH   SOLE   0 0 190,693
DENBURY INC COM 24790A101   4,722 54,737 SH   SOLE   0 0 54,737
HEXCEL CORP NEW COM 428291108   4,032 53,035 SH   SOLE   0 0 53,035
MAGNITE INC COM 55955D100   8,234 603,231 SH   SOLE   0 0 603,231
MIX TELEMATICS LTD SPONSORED ADR 60688N102   5,898 933,228 SH   SOLE   0 0 933,228
NATIONAL INSTRS CORP COM 636518102   5,213 90,819 SH   SOLE   0 0 90,819
PROS HOLDINGS INC COM 74346Y103   6,059 196,733 SH   SOLE   0 0 196,733
SIMULATIONS PLUS INC COM 829214105   2,172 50,120 SH   SOLE   0 0 50,120
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   2,031 22,121 SH   SOLE   0 0 22,121
STRATASYS LTD SHS M85548101   8,491 478,100 SH   SOLE   0 0 478,100
TECHNIPFMC PLC COM G87110105   12,458 749,581 SH   SOLE   0 0 749,581
TENNANT CO COM 880345103   7,642 94,215 SH   SOLE   0 0 94,215
TRUPANION INC COM 898202106   6,818 346,460 SH   SOLE   0 0 346,460
TYLER TECHNOLOGIES INC COM 902252105   497 1,194 SH   SOLE   0 0 1,194
VARONIS SYS INC COM 922280102   9,888 371,033 SH   SOLE   0 0 371,033