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
AMPLITUDE INC COM CL A 03213A104 2,371,021 347,657 SH SOLE 347,657 0 0
AMPLITUDE INC COM CL A 03213A104 224,167 32,869 SH OTR 0 0 32,869
AVANOS MED INC COM 05350V106 1,230,414 87,824 SH SOLE 87,824 0 0
AVANOS MED INC COM 05350V106 108,101 7,716 SH OTR 0 0 7,716
BARRETT BUSINESS SVCS INC COM 068463108 19,149,667 656,260 SH SOLE 656,260 0 0
BARRETT BUSINESS SVCS INC COM 068463108 1,812,953 62,130 SH OTR 0 0 62,130
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,150,080 2,400 SH OTR 0 0 2,400
CORE & MAIN INC CL A 21874C102 7,225,590 146,267 SH SOLE 146,267 0 0
CORE & MAIN INC CL A 21874C102 647,189 13,101 SH OTR 0 0 13,101
ENPRO INC COM 29355X107 39,510,461 157,632 SH SOLE 157,632 0 0
ENPRO INC COM 29355X107 3,110,817 12,411 SH OTR 0 0 12,411
EXTREME NETWORKS COM 30226D106 39,231,574 2,601,550 SH SOLE 2,601,550 0 0
EXTREME NETWORKS COM 30226D106 3,706,966 245,820 SH OTR 0 0 245,820
GENTHERM INC COM 37253A103 34,185,374 1,230,575 SH SOLE 1,230,575 0 0
GENTHERM INC COM 37253A103 3,272,317 117,794 SH OTR 0 0 117,794
HARMONIC INC COM 413160102 26,430,825 2,943,299 SH SOLE 2,943,299 0 0
HARMONIC INC COM 413160102 2,456,353 273,536 SH OTR 0 0 273,536
HAYWARD HLDGS INC COM 421298100 26,189,008 1,957,325 SH SOLE 1,957,325 0 0
HAYWARD HLDGS INC COM 421298100 2,392,050 178,778 SH OTR 0 0 178,778
MATERION CORP COM 576690101 44,269,988 306,049 SH SOLE 306,049 0 0
MATERION CORP COM 576690101 4,040,942 27,936 SH OTR 0 0 27,936
MIMEDX GROUP INC COM 602496101 25,959,688 6,572,073 SH SOLE 6,572,073 0 0
MIMEDX GROUP INC COM 602496101 2,381,992 603,036 SH OTR 0 0 603,036
OOMA INC COM 683416101 12,118,360 832,877 SH SOLE 832,877 0 0
OOMA INC COM 683416101 1,315,131 90,387 SH OTR 0 0 90,387
RED VIOLET INC COM 75704L104 19,260,574 556,664 SH SOLE 556,664 0 0
RED VIOLET INC COM 75704L104 1,712,423 49,492 SH OTR 0 0 49,492
SONOS INC COM 83570H108 30,396,627 2,268,405 SH SOLE 2,268,405 0 0
SONOS INC COM 83570H108 2,958,157 220,758 SH OTR 0 0 220,758
SYNAPTICS INC COM 87157D109 41,836,923 597,329 SH SOLE 597,329 0 0
SYNAPTICS INC COM 87157D109 4,089,075 58,382 SH OTR 0 0 58,382
TECHTARGET INC COM NEW 87874R308 12,068,631 3,110,472 SH SOLE 3,110,472 0 0
TECHTARGET INC COM NEW 87874R308 1,360,856 350,736 SH OTR 0 0 350,736