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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEHR TEST SYS COM 00760J108   1,231,402 74,047 SH   SOLE   74,047 0 0
ARTERIS INC COM 04302A104   2,798,694 274,651 SH   SOLE   274,651 0 0
ASTERA LABS INC COM 04626A103   3,037,476 22,933 SH   SOLE   22,933 0 0
ATRICURE INC COM 04963C209   907,357 29,691 SH   SOLE   29,691 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   1,905,438 311,346 SH   SOLE   311,346 0 0
BLEND LABS INC CL A 09352U108   5,869,300 1,394,133 SH   SOLE   1,394,133 0 0
CALIX INC COM 13100M509   3,940,101 112,994 SH   SOLE   112,994 0 0
CAMTEK LTD ORD M20791105   9,147,768 113,257 SH   SOLE   113,257 0 0
CELESTICA INC COM 15101Q207   17,294,897 187,377 SH   SOLE   187,377 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   6,823,110 309,719 SH   SOLE   309,719 0 0
COMPASS INC CL A 20464U100   2,177,352 372,197 SH   SOLE   372,197 0 0
COMPOSECURE INC COM CL A 20459V105   160,628 10,478 SH   SOLE   10,478 0 0
CRITEO S A SPONS ADS 226718104   2,232,410 56,431 SH   SOLE   56,431 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   7,008,143 21,036 SH   SOLE   21,036 0 0
DAVE INC CLASS A COM NEW 23834J201   22,793,640 262,237 SH   SOLE   262,237 0 0
EVERQUOTE INC COM CL A 30041R108   4,333,792 216,798 SH   SOLE   216,798 0 0
FABRINET SHS G3323L100   5,446,428 24,770 SH   SOLE   24,770 0 0
FIVE9 INC COM 338307101   3,338,942 82,159 SH   SOLE   82,159 0 0
FIVERR INTL LTD ORD SHS M4R82T106   8,070,652 254,354 SH   SOLE   254,354 0 0
FLYWIRE CORPORATION COM VTG 302492103   2,801,165 135,847 SH   SOLE   135,847 0 0
FREQUENCY ELECTRS INC COM 358010106   1,926,932 104,046 SH   SOLE   104,046 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   11,618,070 825,147 SH   SOLE   825,147 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   5,705,652 659,613 SH   SOLE   659,613 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109   1,926,756 192,291 SH   SOLE   192,291 0 0
GRAHAM CORP COM 384556106   6,168,478 138,711 SH   SOLE   138,711 0 0
KLAVIYO INC COM SER A 49845K101   3,094,113 75,027 SH   SOLE   75,027 0 0
KORNIT DIGITAL LTD SHS M6372Q113   4,683,075 151,311 SH   SOLE   151,311 0 0
LENDINGCLUB CORP COM NEW 52603A208   9,751,237 602,300 SH   SOLE   602,300 0 0
LENDINGTREE INC NEW COM 52603B107   6,726,031 173,575 SH   SOLE   173,575 0 0
LIFE360 INC COM 532206109   7,491,454 181,523 SH   SOLE   181,523 0 0
LINCOLN EDL SVCS CORP COM 533535100   1,865,289 117,907 SH   SOLE   117,907 0 0
LSI INDS INC OHIO COM 50216C108   7,902,561 406,929 SH   SOLE   406,929 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   10,056,463 77,411 SH   SOLE   77,411 0 0
MATTERPORT INC COM CL A 577096100   2,112,059 445,582 SH   SOLE   445,582 0 0
MODINE MFG CO COM 607828100   11,286,133 97,353 SH   SOLE   97,353 0 0
M-TRON INDS INC COM 55380K109   2,234,560 46,140 SH   SOLE   46,140 0 0
OPERA LTD SPONSORED ADS 68373M107   12,080,292 637,819 SH   SOLE   637,819 0 0
OPTIMIZERX CORP COM NEW 68401U204   647,192 133,167 SH   SOLE   133,167 0 0
PEGASYSTEMS INC COM 705573103   12,813,602 137,485 SH   SOLE   137,485 0 0
PORCH GROUP INC COM 733245104   2,752,046 559,359 SH   SOLE   559,359 0 0
QUINSTREET INC COM 74874Q100   7,202,823 312,216 SH   SOLE   312,216 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   21,125,116 3,070,511 SH   SOLE   3,070,511 0 0
REDDIT INC CL A 75734B100   8,778,199 53,709 SH   SOLE   53,709 0 0
RUSH STREET INTERACTIVE INC COM 782011100   12,016,497 875,838 SH   SOLE   875,838 0 0
SEMLER SCIENTIFIC INC COM 81684M104   1,651,104 30,576 SH   SOLE   30,576 0 0
SEMTECH CORP COM 816850101   12,343,837 199,577 SH   SOLE   199,577 0 0
SENTINELONE INC CL A 81730H109   2,534,441 114,164 SH   SOLE   114,164 0 0
SEZZLE INC COM 78435P105   26,140,714 102,192 SH   SOLE   102,192 0 0
STERLING INFRASTRUCTURE INC COM 859241101   7,649,820 45,413 SH   SOLE   45,413 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   1,308,080 42,916 SH   SOLE   42,916 0 0
TERAWULF INC COM 88080T104   2,603,600 460,000 SH   SOLE   460,000 0 0
THE REAL BROKERAGE INC COM NEW 75585H206   6,946,409 1,510,089 SH   SOLE   1,510,089 0 0
THE REALREAL INC COM 88339P101   2,709,219 247,870 SH   SOLE   247,870 0 0
TTM TECHNOLOGIES INC COM 87305R109   6,439,133 260,167 SH   SOLE   260,167 0 0
UBIQUITI INC COM 90353W103   1,333,031 4,016 SH   SOLE   4,016 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   8,091,528 314,723 SH   SOLE   314,723 0 0
VARONIS SYS INC COM 922280102   7,506,449 168,950 SH   SOLE   168,950 0 0
VERTEX INC CL A 92538J106   1,184,423 22,201 SH   SOLE   22,201 0 0
VIMEO INC COMMON STOCK 92719V100   7,274,662 1,136,666 SH   SOLE   1,136,666 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   626,611 39,360 SH   SOLE   39,360 0 0
WIX COM LTD SHS M98068105   5,283,723 24,627 SH   SOLE   24,627 0 0
WORKIVA INC COM CL A 98139A105   2,299,719 21,002 SH   SOLE   21,002 0 0