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
1ST FINL BANCORP COM 320209109 5,596,177 165,423 SH SOLE 136,714 0 28,709
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 6,505,611 156,720 SH SOLE 132,020 0 24,700
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 5,106,842 368,459 SH SOLE 305,222 0 63,237
AMTECH SYS INC COM PAR $0.01N 032332504 2,370,140 102,691 SH SOLE 84,680 0 18,011
ARTESIAN RES CORP CL A 043113208 1,908,758 56,160 SH SOLE 47,550 0 8,610
BADGER METER INC COM 056525108 699,463 4,714 SH SOLE 4,714 0 0
CAMTEK LTD ORD M20791105 1,654,200 10,141 SH SOLE 10,141 0 0
COHU INC COM 192576106 1,017,815 13,771 SH SOLE 12,258 0 1,513
CORMEDIX INC COM 21900C308 3,348,363 426,543 SH SOLE 389,116 0 37,427
DELCATH SYS INC COM NEW 24661P807 293,007 23,273 SH SOLE 23,273 0 0
ENOVA INTL INC COM 29357K103 14,368,933 59,689 SH SOLE 52,515 0 7,174
EURONET WORLDWIDE INC COM 298736109 1,641,446 22,427 SH SOLE 21,139 0 1,288
FINANCIAL INSTITUTIONS INC COM 317585404 5,921,388 150,826 SH SOLE 127,506 0 23,320
FIRSTCASH HOLDINGS INC COM 33768G107 3,018,588 13,954 SH SOLE 11,475 0 2,479
FOUR CORNERS PPTY TR INC COM 35086T109 773,278 31,065 SH SOLE 26,105 0 4,960
FRP HLDGS INC COM 30292L107 1,173,980 46,978 SH SOLE 39,479 0 7,499
HYLIION HOLDINGS CORP COMMON STOCK 449109107 4,730,331 907,933 SH SOLE 799,985 0 107,948
ICHOR HOLDINGS SHS G4740B105 10,073,762 89,720 SH SOLE 89,720 0 0
IES HOLDINGS INC COM 44951W106 11,021,214 15,003 SH SOLE 12,696 0 2,307
INTAPP INC COM 45827U109 4,548,413 180,421 SH SOLE 154,190 0 26,231
INTUITIVE MACHINES INC CLASS A COM 46125A100 9,904,220 463,047 SH SOLE 395,018 0 68,029
ITRON INC COM 465741106 6,905,739 79,808 SH SOLE 66,196 0 13,612
KINGSTONE COS INC COM 496719105 2,831,963 148,764 SH SOLE 123,492 0 25,272
KRYSTAL BIOTECH INC COM 501147102 17,766,198 47,801 SH SOLE 40,697 0 7,104
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 9,966,404 609,566 SH SOLE 501,768 0 107,798
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 896,178 16,817 SH SOLE 16,817 0 0
MEDPACE HLDGS INC COM 58506Q109 1,173,571 2,216 SH SOLE 2,216 0 0
MOELIS & CO CL A 60786M105 5,527,990 84,500 SH SOLE 71,237 0 13,263
M-TRON INDS INC COM 55380K109 8,159,648 82,296 SH SOLE 69,832 0 12,464
MUELLER WTR PRODS INC COM SER A 624758108 6,793,058 262,991 SH SOLE 222,449 0 40,542
ONE STOP SYS INC COM 68247W109 7,533,647 414,392 SH SOLE 352,938 0 61,454
ONTO INNOVATION INC COM 683344105 8,577,948 22,666 SH SOLE 19,082 0 3,584
OTTER TAIL CORP COM 689648103 3,921,598 43,583 SH SOLE 35,760 0 7,823
PARK AEROSPACE CORP COM 70014A104 16,604,027 435,116 SH SOLE 371,828 0 63,288
PAYMENTUS HOLDINGS INC COM CL A 70439P108 10,410,447 430,896 SH SOLE 360,188 0 70,708
PAYSIGN INC COM 70451A104 8,195,088 1,000,758 SH SOLE 840,753 0 160,005
POET TECHNOLOGIES INC COM NEW 73044W302 3,572,711 347,540 SH SOLE 295,100 0 52,440
REMITLY GLOBAL INC COM 75960P104 4,321,589 192,842 SH SOLE 161,237 0 31,605
SATELLOGIC INC COM CL A 80401C100 7,726,977 1,351,004 SH SOLE 1,130,286 0 220,718
SILICOM LTD ORD M84116108 4,328,071 90,281 SH SOLE 77,475 0 12,806
SKYWATER TECHNOLOGY INC COM 83089J108 9,058,122 260,150 SH SOLE 216,709 0 43,441
SPS COMM INC COM 78463M107 3,192,170 55,838 SH SOLE 47,146 0 8,692
SPX TECHNOLOGIES INC COM 78473E103 31,343,023 127,842 SH SOLE 108,451 0 19,391
STERLING INFRASTRUCTURE INC COM 859241101 9,270,731 11,045 SH SOLE 11,045 0 0
STIFEL FINL CORP COM 860630102 3,498,686 50,146 SH SOLE 42,255 0 7,891
TECOGEN INC NEW COM NEW 87876P201 1,686,530 323,090 SH SOLE 264,469 0 58,621
TRAVERE THERAPEUTICS INC COM 89422G107 15,513,675 273,080 SH SOLE 228,377 0 44,703
UFP INDUSTRIES INC COM 90278Q108 2,290,549 25,242 SH SOLE 21,158 0 4,084
UFP TECHNOLOGIES INC COM 902673102 10,293,937 38,826 SH SOLE 32,801 0 6,025
UNUSUAL MACHS INC COM SHS 91532F102 3,325,421 149,122 SH SOLE 122,528 0 26,594
VERACYTE INC COM 92337F107 10,279,653 175,034 SH SOLE 148,015 0 27,019
VOYAGER TECHNOLOGIES INC COM CL A 92892B103 6,537,914 202,726 SH SOLE 166,595 0 36,131
WILLIS LEASE FIN CORP COM 970646105 14,423,323 63,039 SH SOLE 47,544 0 15,495