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
ABIVAX SA SPONSORED ADS 00370M103 9,861,240 74,000 SH SOLE 74,000 0 0
ADDUS HOMECARE CORP COM 006739106 8,439,480 84,000 SH SOLE 84,000 0 0
AELUMA INC COM 00776X109 4,283,520 194,000 SH SOLE 194,000 0 0
ALMONTY INDS INC COM NEW 020398707 4,603,680 278,000 SH SOLE 278,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 9,763,232 206,280 SH SOLE 206,280 0 0
AMBARELLA INC SHS G037AX101 7,550,400 88,000 SH SOLE 88,000 0 0
ANAPTYSBIO INC COM 032724106 33,547,500 497,000 SH SOLE 497,000 0 0
ARIS MINING CORPORATION COM 04040Y109 53,403,750 2,525,000 SH SOLE 2,525,000 0 0
BROOKDALE SR LIVING INC COM 112463104 29,927,400 1,860,000 SH SOLE 1,860,000 0 0
CALUMET INC COM 131428104 8,356,640 232,000 SH SOLE 232,000 0 0
CELCUITY INC COM 15102K100 56,285,560 538,000 SH SOLE 538,000 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 21,462,000 1,470,000 SH SOLE 1,470,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 23,850,600 2,540,000 SH SOLE 2,540,000 0 0
CULLINAN THERAPEUTICS INC COM 230031106 1,456,800 80,000 SH SOLE 80,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102 1,146,242 88,856 SH SOLE 88,856 0 0
DYADIC INTL INC DEL COM 26745T101 721,174 804,882 SH SOLE 804,882 0 0
ECOVYST INC COM 27923Q109 6,723,000 540,000 SH SOLE 540,000 0 0
ELMET GROUP CO (THE) COMMON STOCK 289395105 1,184,400 60,000 SH SOLE 60,000 0 0
ENPHASE ENERGY INC COM 29355A107 3,446,800 70,000 SH SOLE 70,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 1,740,000 300,000 SH SOLE 300,000 0 0
FIRST TRACKS BIOTHERAPEUTICS ORD SHS 337185102 4,547,120 226,000 SH SOLE 226,000 0 0
FLOTEK INDUSTRIES INC COM NEW 343389409 3,245,760 138,000 SH SOLE 138,000 0 0
FREQUENCY ELECTRS INC COM 358010106 6,616,223 99,717 SH SOLE 99,717 0 0
GARRETT MOTION INC COM 366505105 98,835,440 2,728,000 SH SOLE 2,728,000 0 0
HALLADOR ENERGY COMPANY COM 40609P105 3,478,000 200,000 SH SOLE 200,000 0 0
HINGE HEALTH INC CL A 433313103 30,876,000 372,000 SH SOLE 372,000 0 0
KOPIN CORP COM 500600101 1,792,000 400,000 SH SOLE 400,000 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 4,774,200 292,000 SH SOLE 292,000 0 0
LIQUIDIA CORPORATION COM NEW 53635D202 11,162,200 140,000 SH SOLE 140,000 0 0
M-TRON INDS INC COM 55380K109 1,586,400 16,000 SH SOLE 16,000 0 0
NLIGHT INC COM 65487K100 19,020,184 273,200 SH SOLE 273,200 0 0
NOKIA CORP SPONSORED ADR 654902204 27,702,080 2,086,000 SH SOLE 2,086,000 0 0
OCEANAGOLD CORP COM NEW 675222400 45,148,500 1,270,000 SH SOLE 1,270,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 17,395,360 184,000 SH SOLE 184,000 0 0
ORUKA THERAPEUTICS INC COM 687604108 10,659,040 112,000 SH SOLE 112,000 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109 5,959,980 39,000 SH SOLE 39,000 0 0
RIOT PLATFORMS INC COM 767292105 12,321,000 450,000 SH SOLE 450,000 0 0
SANDISK CORP COM 80004C200 43,200,870 19,000 SH SOLE 19,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 34,344,350 35,590 SH SOLE 35,590 0 0
SEMTECH CORP COM 816850101 4,855,500 30,000 SH SOLE 30,000 0 0
SHARKNINJA INC COM SHS G8068L108 29,540,380 194,000 SH SOLE 194,000 0 0
SILICOM LTD ORD M84116108 2,109,360 44,000 SH SOLE 44,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 59,466,072 178,400 SH SOLE 178,400 0 0
SITIME CORP COM 82982T106 12,972,744 17,400 SH SOLE 17,400 0 0
SKY HARBOUR GROUP CORPORATIO COM CL A 83085C107 241,503 24,543 SH SOLE 24,543 0 0
SOLID BIOSCIENCES INC COM NEW 83422E204 1,598,400 160,000 SH SOLE 160,000 0 0
SSR MINING IN COM 784730103 39,874,800 1,410,000 SH SOLE 1,410,000 0 0
SUPERCOM LTD NEW ORD SHS M87095309 1,372,800 120,000 SH SOLE 120,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 12,154,160 556,000 SH SOLE 556,000 0 0
TALEN ENERGY CORP COM 87422Q109 29,972,280 78,000 SH SOLE 78,000 0 0
TECOGEN INC NEW COM NEW 87876P201 584,640 112,000 SH SOLE 112,000 0 0
TOAST INC CL A 888787108 18,416,840 662,000 SH SOLE 662,000 0 0
TRAVERE THERAPEUTICS INC COM 89422G107 6,362,720 112,000 SH SOLE 112,000 0 0
TURNING PT BRANDS INC COM 90041L105 20,914,146 246,600 SH SOLE 246,600 0 0
UNITY SOFTWARE INC COM 91332U101 28,580,000 1,000,000 SH SOLE 1,000,000 0 0
VIAVI SOLUTIONS INC COM 925550105 7,067,000 148,000 SH SOLE 148,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 14,574,380 271,000 SH SOLE 271,000 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 23,638,155 370,504 SH SOLE 370,504 0 0
WESTERN DIGITAL CORP COM 958102105 37,045,760 58,000 SH SOLE 58,000 0 0
WOLFSPEED INC COMMON STOCK 97785W106 5,597,000 116,000 SH SOLE 116,000 0 0