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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SYNAPTICS INC | $4.1M | 58382 | 11.13% |
| 2 | MATERION CORP | $4.0M | 27936 | 11.00% |
| 3 | EXTREME NETWORKS | $3.7M | 245820 | 10.09% |
| 4 | GENTHERM INC | $3.3M | 117794 | 8.91% |
| 5 | ENPRO INC | $3.1M | 12411 | 8.47% |
| 6 | SONOS INC | $3.0M | 220758 | 8.05% |
| 7 | HARMONIC INC | $2.5M | 273536 | 6.69% |
| 8 | HAYWARD HLDGS INC | $2.4M | 178778 | 6.51% |
| 9 | MIMEDX GROUP INC | $2.4M | 603036 | 6.48% |
| 10 | BARRETT BUSINESS SVCS INC | $1.8M | 62130 | 4.93% |
| 11 | RED VIOLET INC | $1.7M | 49492 | 4.66% |
| 12 | TECHTARGET INC | $1.4M | 350736 | 3.70% |
| 13 | OOMA INC | $1.3M | 90387 | 3.58% |
| 14 | BERKSHIRE HATHAWAY INC DEL | $1.1M | 2400 | 3.13% |
| 15 | CORE & MAIN INC | $647K | 13101 | 1.76% |
| 16 | AMPLITUDE INC | $224K | 32869 | 0.61% |
| 17 | AVANOS MED INC | $108K | 7716 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.