The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AAON INC | COM PAR $0.004 | 000360206 | 2,894,688 | 39,250 | SH | SOLE | 16,560 | 0 | 22,690 | ||
| ACV AUCTIONS INC | COM CL A | 00091G104 | 2,945,374 | 181,589 | SH | SOLE | 76,929 | 0 | 104,660 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 3,866,218 | 29,179 | SH | SOLE | 12,350 | 0 | 16,829 | ||
| AGILYSYS INC | COM | 00847J105 | 6,501,005 | 56,708 | SH | SOLE | 23,954 | 0 | 32,754 | ||
| ALPHA TEKNOVA INC | COM | 02080L102 | 2,160,096 | 439,938 | SH | SOLE | 184,989 | 0 | 254,949 | ||
| ATI INC | COM | 01741R102 | 5,235,053 | 60,633 | SH | SOLE | 25,612 | 0 | 35,021 | ||
| BEL FUSE INC | CL B | 077347300 | 6,311,946 | 64,612 | SH | SOLE | 27,239 | 0 | 37,373 | ||
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | 2,213,543 | 45,009 | SH | SOLE | 18,990 | 0 | 26,019 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 3,253,019 | 22,581 | SH | SOLE | 9,522 | 0 | 13,059 | ||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 2,804,544 | 175,284 | SH | SOLE | 73,912 | 0 | 101,372 | ||
| CERTARA INC | COM | 15687V109 | 3,313,534 | 283,208 | SH | SOLE | 119,487 | 0 | 163,721 | ||
| CHART INDS INC | COM | 16115Q308 | 6,937,692 | 42,136 | SH | SOLE | 17,722 | 0 | 24,414 | ||
| COGNEX CORP | COM | 192422103 | 2,889,851 | 91,105 | SH | SOLE | 38,634 | 0 | 52,471 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 2,203,288 | 88,379 | SH | SOLE | 37,305 | 0 | 51,074 | ||
| DUCOMMUN INC DEL | COM | 264147109 | 4,222,724 | 51,104 | SH | SOLE | 21,532 | 0 | 29,572 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 4,746,361 | 62,485 | SH | SOLE | 26,349 | 0 | 36,136 | ||
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 6,859,736 | 659,590 | SH | SOLE | 278,046 | 0 | 381,544 | ||
| GITLAB INC | CLASS A COM | 37637K108 | 1,649,492 | 36,566 | SH | SOLE | 15,407 | 0 | 21,159 | ||
| GRAHAM CORP | COM | 384556106 | 2,188,144 | 44,196 | SH | SOLE | 18,622 | 0 | 25,574 | ||
| IRADIMED CORP | COM | 46266A109 | 4,274,806 | 71,497 | SH | SOLE | 30,165 | 0 | 41,332 | ||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 3,457,905 | 424,804 | SH | SOLE | 179,131 | 0 | 245,673 | ||
| KARMAN HLDGS INC | COMMON STOCK | 485924104 | 3,449,338 | 68,480 | SH | SOLE | 29,015 | 0 | 39,465 | ||
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | 3,436,228 | 42,090 | SH | SOLE | 17,758 | 0 | 24,332 | ||
| KORNIT DIGITAL LTD | SHS | M6372Q113 | 3,120,494 | 156,730 | SH | SOLE | 66,336 | 0 | 90,394 | ||
| LATHAM GROUP INC | COM | 51819L107 | 2,587,275 | 405,529 | SH | SOLE | 171,005 | 0 | 234,524 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 4,231,266 | 86,370 | SH | SOLE | 36,355 | 0 | 50,015 | ||
| LIQUIDITY SVCS INC | COM | 53635B107 | 5,768,934 | 244,550 | SH | SOLE | 103,177 | 0 | 141,373 | ||
| MAGNITE INC | COM | 55955D100 | 6,288,928 | 260,735 | SH | SOLE | 109,858 | 0 | 150,877 | ||
| MAYVILLE ENGR CO INC | COM | 578605107 | 1,614,162 | 101,138 | SH | SOLE | 42,807 | 0 | 58,331 | ||
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 3,581,451 | 166,347 | SH | SOLE | 69,965 | 0 | 96,382 | ||
| MKS INC. | COM | 55306N104 | 5,318,343 | 53,526 | SH | SOLE | 22,564 | 0 | 30,962 | ||
| NLIGHT INC | COM | 65487K100 | 4,000,432 | 203,274 | SH | SOLE | 85,547 | 0 | 117,727 | ||
| NOVANTA INC | COM | 67000B104 | 5,724,621 | 44,401 | SH | SOLE | 18,733 | 0 | 25,668 | ||
| NPK INTERNATIONAL INC | COM SHS | 651718504 | 6,836,645 | 803,366 | SH | SOLE | 340,023 | 0 | 463,343 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 4,552,775 | 54,355 | SH | SOLE | 23,027 | 0 | 31,328 | ||
| PARK AEROSPACE CORP | COM | 70014A104 | 6,303,629 | 426,786 | SH | SOLE | 179,822 | 0 | 246,964 | ||
| RADNET INC | COM | 750491102 | 4,665,709 | 81,984 | SH | SOLE | 34,631 | 0 | 47,353 | ||
| REGAL REXNORD CORPORATION | COM | 758750103 | 3,109,827 | 21,453 | SH | SOLE | 9,046 | 0 | 12,407 | ||
| REPLIGEN CORP | COM | 759916109 | 3,290,970 | 26,459 | SH | SOLE | 11,169 | 0 | 15,290 | ||
| RXO INC | COMMON STOCK | 74982T103 | 2,338,004 | 148,728 | SH | SOLE | 62,778 | 0 | 85,950 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 6,464,784 | 65,619 | SH | SOLE | 27,698 | 0 | 37,921 | ||
| SITIME CORP | COM | 82982T106 | 2,688,643 | 12,618 | SH | SOLE | 5,330 | 0 | 7,288 | ||
| STANDARDAERO INC | COM | 85423L103 | 6,548,765 | 206,912 | SH | SOLE | 87,401 | 0 | 119,511 | ||
| SWEETGREEN INC | COM CL A | 87043Q108 | 2,330,491 | 156,619 | SH | SOLE | 66,078 | 0 | 90,541 | ||
| TAT TECHNOLOGIES LTD | ORD NEW | M8740S227 | 7,166,639 | 234,664 | SH | SOLE | 99,089 | 0 | 135,575 | ||
| THE REALREAL INC | COM | 88339P101 | 2,852,201 | 595,449 | SH | SOLE | 251,528 | 0 | 343,921 | ||
| TRIMAS CORP | COM NEW | 896215209 | 6,088,837 | 212,822 | SH | SOLE | 89,898 | 0 | 122,924 | ||
| UMB FINL CORP | COM | 902788108 | 4,121,641 | 39,194 | SH | SOLE | 16,536 | 0 | 22,658 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 4,312,523 | 27,920 | SH | SOLE | 11,773 | 0 | 16,147 | ||
| VARONIS SYS INC | COM | 922280102 | 2,306,994 | 45,458 | SH | SOLE | 19,202 | 0 | 26,256 | ||
| XOMETRY INC | CLASS A COM | 98423F109 | 2,343,877 | 69,366 | SH | SOLE | 29,241 | 0 | 40,125 | ||