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
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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   9,212,753 277,409 SH   SOLE   0 0 277,409
ANSYS INC COM 03662Q105   5,413,266 15,593 SH   SOLE   0 0 15,593
BORGWARNER INC COM 099724106   12,971,048 373,375 SH   SOLE   0 0 373,375
COGNEX CORP COM 192422103   8,640,784 203,696 SH   SOLE   0 0 203,696
COHERENT CORP COM 19247G107   9,736,663 160,618 SH   SOLE   0 0 160,618
HEXCEL CORP NEW COM 428291108   5,130,170 70,421 SH   SOLE   0 0 70,421
MAGNITE INC COM 55955D100   11,011,343 1,024,311 SH   SOLE   0 0 1,024,311
MIX TELEMATICS LTD SPONSORED ADR 60688N102   11,056,050 759,866 SH   SOLE   0 0 759,866
PROS HOLDINGS INC COM 74346Y103   4,915,340 135,297 SH   SOLE   0 0 135,297
SIMULATIONS PLUS INC COM 829214105   5,049,722 122,715 SH   SOLE   0 0 122,715
SOUNDTHINKING INC COM 82536T107   6,530,078 411,214 SH   SOLE   0 0 411,214
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   2,858,377 31,137 SH   SOLE   0 0 31,137
STRATASYS LTD SHS M85548101   9,541,321 821,112 SH   SOLE   0 0 821,112
TECHNIPFMC PLC COM G87110105   13,045,223 519,523 SH   SOLE   0 0 519,523
TENNANT CO COM 880345103   4,995,496 41,078 SH   SOLE   0 0 41,078
TRUPANION INC COM 898202106   11,896,569 430,879 SH   SOLE   0 0 430,879
TYLER TECHNOLOGIES INC COM 902252105   507,037 1,193 SH   SOLE   0 0 1,193
VARONIS SYS INC COM 922280102   8,238,429 174,654 SH   SOLE   0 0 174,654