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 8,280,516 169,405 SH SOLE 0 0 169,405
BORGWARNER INC COM 099724106 4,042,337 67,249 SH SOLE 0 0 67,249
CERTARA INC COM 15687V109 14,097,749 1,532,364 SH SOLE 0 0 1,532,364
COGNEX CORP COM 192422103 4,215,782 69,510 SH SOLE 0 0 69,510
COHERENT CORP COM 19247G107 467,691 1,625 SH SOLE 0 0 1,625
CRYOPORT INC COM PAR $0.001 229050307 3,504,343 201,399 SH SOLE 0 0 201,399
ENERGY RECOVERY INC COM 29270J100 6,790,947 1,018,133 SH SOLE 0 0 1,018,133
HEXCEL CORP NEW COM 428291108 3,349,499 39,913 SH SOLE 0 0 39,913
MAGNITE INC COM 55955D100 13,114,083 519,164 SH SOLE 0 0 519,164
NICE LTD SPONSORED ADR 653656108 16,969,676 152,509 SH SOLE 0 0 152,509
POWERFLEET INC COM 73931J109 9,382,960 3,303,859 SH SOLE 0 0 3,303,859
SOUNDTHINKING INC COM 82536T107 10,644,287 1,280,901 SH SOLE 0 0 1,280,901
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 2,555,473 27,886 SH SOLE 0 0 27,886
STRATASYS LTD SHS M85548101 8,744,954 1,052,341 SH SOLE 0 0 1,052,341
TECHNIPFMC PLC COM G87110105 6,518,486 95,973 SH SOLE 0 0 95,973
TENNANT CO COM 880345103 8,199,496 121,980 SH SOLE 0 0 121,980
TREX INC COM 89531P105 1,222,206 28,058 SH SOLE 0 0 28,058
TRUPANION INC COM 898202106 12,176,400 521,250 SH SOLE 0 0 521,250
TYLER TECHNOLOGIES INC COM 902252105 9,731,637 30,545 SH SOLE 0 0 30,545
VARONIS SYS INC COM 922280102 12,478,306 262,978 SH SOLE 0 0 262,978