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
Expires: July 31, 2015
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 3,712,788 80,871 SH SOLE 0 0 80,871
ANSYS INC COM 03662Q105 6,167,423 17,560 SH SOLE 0 0 17,560
BORGWARNER INC COM 099724106 11,340,881 338,736 SH SOLE 0 0 338,736
CERTARA INC COM 15687V109 6,890,013 588,890 SH SOLE 0 0 588,890
COGNEX CORP COM 192422103 9,014,602 284,193 SH SOLE 0 0 284,193
COHERENT CORP COM 19247G107 6,370,754 71,413 SH SOLE 0 0 71,413
ENERGY RECOVERY INC COM 29270J100 3,870,257 302,837 SH SOLE 0 0 302,837
HEXCEL CORP NEW COM 428291108 5,862,306 103,776 SH SOLE 0 0 103,776
MAGNITE INC COM 55955D100 10,207,053 423,178 SH SOLE 0 0 423,178
NICE LTD SPONSORED ADR 653656108 9,601,351 56,843 SH SOLE 0 0 56,843
POWERFLEET INC COM 73931J109 3,319,558 770,199 SH SOLE 0 0 770,199
PROS HOLDINGS INC COM 74346Y103 10,091,930 644,440 SH SOLE 0 0 644,440
SIMULATIONS PLUS INC COM 829214105 2,729,197 156,401 SH SOLE 0 0 156,401
SOUNDTHINKING INC COM 82536T107 7,658,742 586,652 SH SOLE 0 0 586,652
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 1,750,667 19,085 SH SOLE 0 0 19,085
STRATASYS LTD SHS M85548101 9,442,517 823,236 SH SOLE 0 0 823,236
TECHNIPFMC PLC COM G87110105 11,072,908 321,513 SH SOLE 0 0 321,513
TENNANT CO COM 880345103 6,516,765 84,109 SH SOLE 0 0 84,109
TRUPANION INC COM 898202106 12,122,148 219,009 SH SOLE 0 0 219,009
VARONIS SYS INC COM 922280102 10,561,329 208,105 SH SOLE 0 0 208,105