The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 6,988,840 | 309,789 | SH | SOLE | 0 | 0 | 309,789 | ||
ANSYS INC | COM | 03662Q105 | 4,205,572 | 14,134 | SH | SOLE | 0 | 0 | 14,134 | ||
BORGWARNER INC | COM | 099724106 | 8,315,211 | 205,975 | SH | SOLE | 0 | 0 | 205,975 | ||
COGNEX CORP | COM | 192422103 | 5,572,796 | 131,310 | SH | SOLE | 0 | 0 | 131,310 | ||
COHERENT CORP | COM | 19247G107 | 9,135,381 | 279,883 | SH | SOLE | 0 | 0 | 279,883 | ||
DENBURY INC | COM | 24790A101 | 3,214,336 | 32,796 | SH | SOLE | 0 | 0 | 32,796 | ||
HEXCEL CORP NEW | COM | 428291108 | 5,216,607 | 80,083 | SH | SOLE | 0 | 0 | 80,083 | ||
MAGNITE INC | COM | 55955D100 | 7,748,217 | 1,027,615 | SH | SOLE | 0 | 0 | 1,027,615 | ||
MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 5,361,896 | 971,358 | SH | SOLE | 0 | 0 | 971,358 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 5,960,318 | 172,164 | SH | SOLE | 0 | 0 | 172,164 | ||
SIMULATIONS PLUS INC | COM | 829214105 | 2,088,628 | 50,087 | SH | SOLE | 0 | 0 | 50,087 | ||
SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | 3,039,150 | 33,099 | SH | SOLE | 0 | 0 | 33,099 | ||
STRATASYS LTD | SHS | M85548101 | 7,826,281 | 575,039 | SH | SOLE | 0 | 0 | 575,039 | ||
TECHNIPFMC PLC | COM | G87110105 | 11,099,538 | 545,700 | SH | SOLE | 0 | 0 | 545,700 | ||
TENNANT CO | COM | 880345103 | 6,364,665 | 85,835 | SH | SOLE | 0 | 0 | 85,835 | ||
TRUPANION INC | COM | 898202106 | 9,847,919 | 349,217 | SH | SOLE | 0 | 0 | 349,217 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 459,120 | 1,189 | SH | SOLE | 0 | 0 | 1,189 | ||
VARONIS SYS INC | COM | 922280102 | 9,701,214 | 317,656 | SH | SOLE | 0 | 0 | 317,656 |