Needham Investment Management 13F-HR Quarterly holdings report by institutional manager

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:	Oct 31, 2018
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
908 DEVICES INC	COM	65443P102	206,000	40,000	SH		DFND	1	40,000	0	0
908 DEVICES INC	COM	65443P102	51,500	10,000	SH		SOLE		10,000	0	0
ABRDN HEALTHCARE INVESTORS	SH BEN INT	87911J103	2,949,623	168,936	SH		DFND	1	168,936	0	0
ABRDN HEALTHCARE INVESTORS	SH BEN INT	87911J103	1,369,091	78,413	SH		SOLE		78,413	0	0
ABRDN LIFE SCIENCES INVESTOR	SH BEN INT	87911K100	3,512,729	247,899	SH		DFND	1	247,899	0	0
ABRDN LIFE SCIENCES INVESTOR	SH BEN INT	87911K100	1,330,790	93,916	SH		SOLE		93,916	0	0
ACV AUCTIONS INC	COM CL A	00091G104	1,578,625	86,500	SH		DFND	4	86,500	0	0
ADAMS RES & ENERGY INC	COM NEW	006351308	5,782,000	206,500	SH		DFND	4	206,500	0	0
ADTRAN HOLDINGS INC	COM	00486H105	7,890	1,500	SH		SOLE		1,500	0	0
ADTRAN HOLDINGS INC	COM	00486H105	18,410	3,500	SH		DFND	1	3,500	0	0
ADTRAN HOLDINGS INC	COM	00486H105	1,630,600	310,000	SH		DFND	4	310,000	0	0
ADTRAN HOLDINGS INC	COM	00486H105	4,997,000	950,000	SH		DFND	3	950,000	0	0
ADTRAN HOLDINGS INC	COM	00486H105	762,700	145,000	SH		DFND	2	145,000	0	0
AIR LEASE CORP	CL A	00912X302	957,730	20,150	SH		SOLE		20,150	0	0
AIR LEASE CORP	CL A	00912X302	1,181,121	24,850	SH		DFND	1	24,850	0	0
AIR LEASE CORP	CL A	00912X302	356,475	7,500	SH		DFND	2	7,500	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	4,954,400	55,000	SH		DFND	2	55,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	7,206,400	80,000	SH		DFND	4	80,000	0	0
ALLEGRO MICROSYSTEMS INC	COM	01749D105	1,440,240	51,000	SH		DFND	3	51,000	0	0
ALPHA PRO TECH LTD	COM	020772109	3,313,750	602,500	SH		DFND	4	602,500	0	0
ALPHABET INC	CAP STK CL A	02079K305	910,750	5,000	SH		DFND	2	5,000	0	0
ALTAIR ENGR INC	COM CL A	021369103	490,400	5,000	SH		DFND	3	5,000	0	0
ALTAIR ENGR INC	COM CL A	021369103	3,825,120	39,000	SH		DFND	2	39,000	0	0
ALTAIR ENGR INC	COM CL A	021369103	14,712,000	150,000	SH		DFND	4	150,000	0	0
AMER SOFTWARE INC	CL A	029683109	13,101,550	1,435,000	SH		DFND	4	1,435,000	0	0
ANALOG DEVICES INC	COM	032654105	2,282,600	10,000	SH		DFND	2	10,000	0	0
APPLE INC	COM	037833100	5,054,880	24,000	SH		DFND	4	24,000	0	0
APPLE INC	COM	037833100	1,421,685	6,750	SH		DFND	2	6,750	0	0
APPLIED MATLS INC	COM	038222105	2,123,910	9,000	SH		DFND	2	9,000	0	0
ARLO TECHNOLOGIES INC	COM	04206A101	12,779,200	980,000	SH		DFND	4	980,000	0	0
ARTERIS INC	COM	04302A104	3,079,100	410,000	SH		DFND	3	410,000	0	0
ARTERIS INC	COM	04302A104	14,832,250	1,975,000	SH		DFND	4	1,975,000	0	0
ASML HOLDING N V	N Y REGISTRY SHS	N07059210	2,301,143	2,250	SH		DFND	2	2,250	0	0
ASML HOLDING N V	N Y REGISTRY SHS	N07059210	2,761,371	2,700	SH		DFND	4	2,700	0	0
ASPEN AEROGELS INC	COM	04523Y105	30,289,500	1,270,000	SH		DFND	4	1,270,000	0	0
ASPEN AEROGELS INC	COM	04523Y105	11,746,817	492,529	SH		DFND	3	492,529	0	0
ASPEN AEROGELS INC	COM	04523Y105	767,970	32,200	SH		SOLE		32,200	0	0
ASPEN AEROGELS INC	COM	04523Y105	2,504,250	105,000	SH		DFND	1	105,000	0	0
ASPEN AEROGELS INC	COM	04523Y105	9,540,000	400,000	SH		DFND	2	400,000	0	0
ASTRONICS CORP	COM	046433108	4,907,350	245,000	SH		DFND	4	245,000	0	0
ASURE SOFTWARE INC	COM	04649U102	16,632,000	1,980,000	SH		DFND	4	1,980,000	0	0
AXT INC	COM	00246W103	3,716,648	1,099,600	SH		DFND	3	1,099,600	0	0
AXT INC	COM	00246W103	253,500	75,000	SH		DFND	4	75,000	0	0
AXT INC	COM	00246W103	112,554	33,300	SH		SOLE		33,300	0	0
AXT INC	COM	00246W103	676,000	200,000	SH		DFND	2	200,000	0	0
AXT INC	COM	00246W103	450,047	133,150	SH		DFND	1	133,150	0	0
BADGER METER INC	COM	056525108	2,329,375	12,500	SH		DFND	3	12,500	0	0
BECTON DICKINSON & CO	COM	075887109	4,265,208	18,250	SH		DFND	2	18,250	0	0
BIGCOMMERCE HLDGS INC	COM SER 1	08975P108	3,224,000	400,000	SH		DFND	3	400,000	0	0
BOEING CO	COM	097023105	819,045	4,500	SH		SOLE		4,500	0	0
BOEING CO	COM	097023105	3,276,180	18,000	SH		DFND	1	18,000	0	0
BRIGHT HORIZONS FAM SOL IN D	COM	109194100	10,182,400	92,500	SH		DFND	4	92,500	0	0
BRIGHT HORIZONS FAM SOL IN D	COM	109194100	1,541,120	14,000	SH		DFND	2	14,000	0	0
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	113004105	331,732	8,715	SH		DFND	1	8,715	0	0
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	113004105	146,739	3,855	SH		SOLE		3,855	0	0
BROOKFIELD CORP	CL A LTD VT SH	11271J107	1,366,978	32,870	SH		DFND	1	32,870	0	0
BROOKFIELD CORP	CL A LTD VT SH	11271J107	558,269	13,424	SH		SOLE		13,424	0	0
BROOKFIELD REINS LTD	CL A EXCH LT VTG	G16250105	166,360	4,000	SH		DFND	1	4,000	0	0
BROOKFIELD REINS LTD	CL A EXCH LT VTG	G16250105	166,360	4,000	SH		SOLE		4,000	0	0
BRUKER CORP	COM	116794108	5,742,900	90,000	SH		DFND	4	90,000	0	0
BRUKER CORP	COM	116794108	1,276,200	20,000	SH		DFND	3	20,000	0	0
BRUKER CORP	COM	116794108	1,276,200	20,000	SH		DFND	2	20,000	0	0
CALIX INC	COM	13100M509	6,200,250	175,000	SH		DFND	3	175,000	0	0
CAMBIUM NETWORKS CORP	SHS	G17766109	12,416	4,450	SH		SOLE		4,450	0	0
CAMBIUM NETWORKS CORP	SHS	G17766109	27,342	9,800	SH		DFND	1	9,800	0	0
CAMBIUM NETWORKS CORP	SHS	G17766109	217,202	77,850	SH		DFND	2	77,850	0	0
CAMBIUM NETWORKS CORP	SHS	G17766109	1,883,669	675,150	SH		DFND	3	675,150	0	0
CARMAX INC	COM	143130102	5,317,150	72,500	SH		DFND	4	72,500	0	0
CARMAX INC	COM	143130102	5,757,190	78,500	SH		DFND	2	78,500	0	0
CARTERS INC	COM	146229109	1,409,818	22,750	SH		DFND	2	22,750	0	0
CARTERS INC	COM	146229109	10,225,050	165,000	SH		DFND	4	165,000	0	0
CENTURI HOLDINGS INC	COM SHS	155923105	340,900	17,500	SH		DFND	3	17,500	0	0
CENTURI HOLDINGS INC	COM SHS	155923105	2,006	103	SH		DFND	1	103	0	0
CENTURI HOLDINGS INC	COM SHS	155923105	4,383,000	225,000	SH		DFND	4	225,000	0	0
CENTURI HOLDINGS INC	COM SHS	155923105	487	25	SH		SOLE		25	0	0
CENTURI HOLDINGS INC	COM SHS	155923105	1,071,400	55,000	SH		DFND	2	55,000	0	0
CEVA INC	COM	157210105	2,893,500	150,000	SH		DFND	3	150,000	0	0
CHART INDS INC	COM	16115Q308	2,886,800	20,000	SH		DFND	3	20,000	0	0
CHEVRON CORP NEW	COM	166764100	625,680	4,000	SH		SOLE		4,000	0	0
CHEVRON CORP NEW	COM	166764100	782,100	5,000	SH		DFND	2	5,000	0	0
CIENA CORP	COM NEW	171779309	2,890,800	60,000	SH		DFND	3	60,000	0	0
CLEAN HARBORS INC	COM	184496107	881,985	3,900	SH		SOLE		3,900	0	0
CLEAN HARBORS INC	COM	184496107	2,770,338	12,250	SH		DFND	2	12,250	0	0
CLEAN HARBORS INC	COM	184496107	7,632,563	33,750	SH		DFND	4	33,750	0	0
CLEAN HARBORS INC	COM	184496107	2,421,162	10,706	SH		DFND	1	10,706	0	0
COGNEX CORP	COM	192422103	1,730,120	37,000	SH		DFND	2	37,000	0	0
COGNEX CORP	COM	192422103	2,221,100	47,500	SH		DFND	3	47,500	0	0
COGNEX CORP	COM	192422103	6,780,200	145,000	SH		DFND	4	145,000	0	0
COHERENT CORP	COM	19247G107	2,028,880	28,000	SH		DFND	2	28,000	0	0
COHERENT CORP	COM	19247G107	362,300	5,000	SH		DFND	3	5,000	0	0
COHERENT CORP	COM	19247G107	8,332,900	115,000	SH		DFND	1	115,000	0	0
COHERENT CORP	COM	19247G107	1,811,500	25,000	SH		SOLE		25,000	0	0
COHU INC	COM	192576106	1,158,500	35,000	SH		DFND	3	35,000	0	0
COMCAST CORP NEW	CL A	20030N101	2,741,200	70,000	SH		DFND	2	70,000	0	0
COMCAST CORP NEW	CL A	20030N101	7,832,000	200,000	SH		DFND	1	200,000	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	3,257,250	1,075,000	SH		DFND	4	1,075,000	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	303,000	100,000	SH		DFND	3	100,000	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	242,400	80,000	SH		DFND	1	80,000	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	60,600	20,000	SH		SOLE		20,000	0	0
CORE MOLDING TECHNOLOGIES IN	COM	218683100	159,400	10,000	SH		SOLE		10,000	0	0
CORE MOLDING TECHNOLOGIES IN	COM	218683100	3,267,700	205,000	SH		DFND	4	205,000	0	0
CORE MOLDING TECHNOLOGIES IN	COM	218683100	637,600	40,000	SH		DFND	1	40,000	0	0
CORNING INC	COM	219350105	1,612,275	41,500	SH		DFND	2	41,500	0	0
CRA INTL INC	COM	12618T105	13,433,160	78,000	SH		DFND	4	78,000	0	0
CRH PLC	ORD	G25508105	2,099,440	28,000	SH		DFND	4	28,000	0	0
CRH PLC	ORD	G25508105	524,860	7,000	SH		DFND	2	7,000	0	0
CRYOPORT INC	COM PAR $0.001	229050307	760,100	110,000	SH		DFND	3	110,000	0	0
CRYOPORT INC	COM PAR $0.001	229050307	760,100	110,000	SH		DFND	4	110,000	0	0
CRYOPORT INC	COM PAR $0.001	229050307	345,500	50,000	SH		DFND	2	50,000	0	0
DUPONT DE NEMOURS INC	COM	26614N102	965,880	12,000	SH		DFND	1	12,000	0	0
DUPONT DE NEMOURS INC	COM	26614N102	1,006,125	12,500	SH		DFND	2	12,500	0	0
DUPONT DE NEMOURS INC	COM	26614N102	241,470	3,000	SH		SOLE		3,000	0	0
ECOVYST INC	COM	27923Q109	6,548,100	730,000	SH		DFND	4	730,000	0	0
EDUCATIONAL DEV CORP	COM	281479105	1,417,500	750,000	SH		DFND	4	750,000	0	0
ENCOMPASS HEALTH CORP	COM	29261A100	4,289,500	50,000	SH		DFND	1	50,000	0	0
ENERGY SVCS ACQUISITION CORP	COM	29271Q103	358,000	50,000	SH		DFND	4	50,000	0	0
ENHABIT INC	COM	29332G102	312,200	35,000	SH		DFND	1	35,000	0	0
ENTEGRIS INC	COM	29362U104	8,665,600	64,000	SH		DFND	4	64,000	0	0
ENTEGRIS INC	COM	29362U104	8,124,000	60,000	SH		DFND	1	60,000	0	0
ENTEGRIS INC	COM	29362U104	12,795,300	94,500	SH		DFND	2	94,500	0	0
ENTEGRIS INC	COM	29362U104	2,031,000	15,000	SH		SOLE		15,000	0	0
EQUINIX INC	COM	29444U700	3,593,850	4,750	SH		DFND	4	4,750	0	0
EQUINIX INC	COM	29444U700	1,134,900	1,500	SH		DFND	2	1,500	0	0
FARO TECHNOLOGIES INC	COM	311642102	12,640,000	790,000	SH		DFND	4	790,000	0	0
FARO TECHNOLOGIES INC	COM	311642102	480,000	30,000	SH		DFND	3	30,000	0	0
FARO TECHNOLOGIES INC	COM	311642102	486,400	30,400	SH		DFND	1	30,400	0	0
FARO TECHNOLOGIES INC	COM	311642102	120,800	7,550	SH		SOLE		7,550	0	0
FORMFACTOR INC	COM	346375108	1,815,900	30,000	SH		DFND	3	30,000	0	0
FORMFACTOR INC	COM	346375108	6,718,830	111,000	SH		DFND	2	111,000	0	0
FORMFACTOR INC	COM	346375108	2,723,850	45,000	SH		SOLE		45,000	0	0
FORMFACTOR INC	COM	346375108	11,198,050	185,000	SH		DFND	4	185,000	0	0
FORMFACTOR INC	COM	346375108	12,106,000	200,000	SH		DFND	1	200,000	0	0
FORTREA HLDGS INC	COMMON STOCK	34965K107	1,050,300	45,000	SH		DFND	4	45,000	0	0
FORTREA HLDGS INC	COMMON STOCK	34965K107	525,150	22,500	SH		DFND	2	22,500	0	0
FORTREA HLDGS INC	COMMON STOCK	34965K107	764,688	32,763	SH		DFND	1	32,763	0	0
FORTREA HLDGS INC	COMMON STOCK	34965K107	116,700	5,000	SH		SOLE		5,000	0	0
FREQUENCY ELECTRS INC	COM	358010106	982,514	107,850	SH		SOLE		107,850	0	0
FREQUENCY ELECTRS INC	COM	358010106	2,733,000	300,000	SH		DFND	3	300,000	0	0
G1 THERAPEUTICS INC	COM	3621LQ109	159,600	70,000	SH		DFND	4	70,000	0	0
G1 THERAPEUTICS INC	COM	3621LQ109	34,200	15,000	SH		SOLE		15,000	0	0
G1 THERAPEUTICS INC	COM	3621LQ109	136,800	60,000	SH		DFND	1	60,000	0	0
G1 THERAPEUTICS INC	COM	3621LQ109	79,800	35,000	SH		DFND	2	35,000	0	0
GENERAC HLDGS INC	COM	368736104	3,636,050	27,500	SH		DFND	3	27,500	0	0
GENIUS SPORTS LIMITED	SHARES CL A	G3934V109	11,445,000	2,100,000	SH		DFND	4	2,100,000	0	0
GILEAD SCIENCES INC	COM	375558103	2,744,400	40,000	SH		DFND	1	40,000	0	0
GILEAD SCIENCES INC	COM	375558103	960,540	14,000	SH		DFND	2	14,000	0	0
GILEAD SCIENCES INC	COM	375558103	686,100	10,000	SH		SOLE		10,000	0	0
GORMAN RUPP CO	COM	383082104	1,468,400	40,000	SH		DFND	4	40,000	0	0
HARMONIC INC	COM	413160102	7,062,000	600,000	SH		DFND	3	600,000	0	0
HAWAIIAN HOLDINGS INC	COM	419879101	497,200	40,000	SH		SOLE		40,000	0	0
HAWAIIAN HOLDINGS INC	COM	419879101	1,988,800	160,000	SH		DFND	1	160,000	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	1,090,255	51,500	SH		DFND	2	51,500	0	0
HONEYWELL INTL INC	COM	438516106	4,270,800	20,000	SH		DFND	1	20,000	0	0
HONEYWELL INTL INC	COM	438516106	533,850	2,500	SH		DFND	2	2,500	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	1,847,475	7,500	SH		DFND	2	7,500	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	8,005,725	32,500	SH		DFND	4	32,500	0	0
INFINERA CORP	COM	45667G103	3,045,000	500,000	SH		DFND	3	500,000	0	0
INTEVAC INC	COM	461148108	386,000	100,000	SH		DFND	3	100,000	0	0
KIMBELL RTY PARTNERS LP	UNIT	49435R102	415,937	25,424	SH		SOLE		25,424	0	0
KLA CORP	COM NEW	482480100	9,894,120	12,000	SH		DFND	1	12,000	0	0
KLA CORP	COM NEW	482480100	3,298,040	4,000	SH		SOLE		4,000	0	0
KLAVIYO INC	COM SER A	49845K101	373,350	15,000	SH		SOLE		15,000	0	0
KLAVIYO INC	COM SER A	49845K101	4,978,000	200,000	SH		DFND	4	200,000	0	0
KLAVIYO INC	COM SER A	49845K101	1,244,500	50,000	SH		DFND	2	50,000	0	0
KLAVIYO INC	COM SER A	49845K101	1,244,500	50,000	SH		DFND	1	50,000	0	0
KVH INDS INC	COM	482738101	2,262,225	486,500	SH		DFND	4	486,500	0	0
KVH INDS INC	COM	482738101	1,696,785	364,900	SH		DFND	3	364,900	0	0
KVH INDS INC	COM	482738101	1,810,245	389,300	SH		DFND	2	389,300	0	0
KVH INDS INC	COM	482738101	364,095	78,300	SH		DFND	1	78,300	0	0
KVH INDS INC	COM	482738101	337,590	72,600	SH		SOLE		72,600	0	0
LABCORP HOLDINGS INC	COM SHS	504922105	1,017,550	5,000	SH		SOLE		5,000	0	0
LABCORP HOLDINGS INC	COM SHS	504922105	1,790,888	8,800	SH		DFND	2	8,800	0	0
LABCORP HOLDINGS INC	COM SHS	504922105	2,503,173	12,300	SH		DFND	4	12,300	0	0
LABCORP HOLDINGS INC	COM SHS	504922105	6,667,598	32,763	SH		DFND	1	32,763	0	0
LAM RESEARCH CORP	COM	512807108	2,662,125	2,500	SH		DFND	2	2,500	0	0
LEMAITRE VASCULAR INC	COM	525558201	3,167,780	38,500	SH		DFND	4	38,500	0	0
LINCOLN EDL SVCS CORP	COM	533535100	4,151,000	350,000	SH		DFND	4	350,000	0	0
LINDBLAD EXPEDITIONS HLDGS I	COM	535219109	100,843	10,450	SH		SOLE		10,450	0	0
LINDBLAD EXPEDITIONS HLDGS I	COM	535219109	403,109	41,773	SH		DFND	1	41,773	0	0
LUMENTUM HLDGS INC	COM	55024U109	5,092,000	100,000	SH		DFND	3	100,000	0	0
LUNA INNOVATIONS INC	COM	550351100	1,280,000	400,000	SH		DFND	4	400,000	0	0
MARKEL GROUP INC	COM	570535104	3,387,669	2,150	SH		DFND	4	2,150	0	0
MARKEL GROUP INC	COM	570535104	787,830	500	SH		DFND	2	500	0	0
MARVELL TECHNOLOGY INC	COM	573874104	2,830,950	40,500	SH		DFND	2	40,500	0	0
MARVELL TECHNOLOGY INC	COM	573874104	1,467,900	21,000	SH		DFND	3	21,000	0	0
MATIV HOLDINGS INC	COM	808541106	7,292,800	430,000	SH		DFND	4	430,000	0	0
MATRIX SVC CO	COM	576853105	10,178,250	1,025,000	SH		DFND	4	1,025,000	0	0
MAXLINEAR INC	COM	57776J100	4,783,250	237,500	SH		DFND	3	237,500	0	0
MDU RES GROUP INC	COM	552690109	4,392,500	175,000	SH		DFND	4	175,000	0	0
MDU RES GROUP INC	COM	552690109	1,004,000	40,000	SH		DFND	2	40,000	0	0
MEDTRONIC PLC	SHS	G5960L103	1,852,912	23,541	SH		DFND	1	23,541	0	0
MEDTRONIC PLC	SHS	G5960L103	1,574,200	20,000	SH		DFND	2	20,000	0	0
MEDTRONIC PLC	SHS	G5960L103	590,325	7,500	SH		SOLE		7,500	0	0
MERCURY SYS INC	COM	589378108	2,361,625	87,500	SH		DFND	3	87,500	0	0
MKS INSTRS INC	COM	55306N104	2,611,600	20,000	SH		DFND	3	20,000	0	0
MKS INSTRS INC	COM	55306N104	1,958,700	15,000	SH		SOLE		15,000	0	0
MKS INSTRS INC	COM	55306N104	3,264,500	25,000	SH		DFND	1	25,000	0	0
MKS INSTRS INC	COM	55306N104	5,353,780	41,000	SH		DFND	4	41,000	0	0
MKS INSTRS INC	COM	55306N104	2,872,760	22,000	SH		DFND	2	22,000	0	0
MURPHY OIL CORP	COM	626717102	824,800	20,000	SH		DFND	3	20,000	0	0
NAVIGATOR HLDGS LTD	SHS	Y62132108	349,200	20,000	SH		DFND	2	20,000	0	0
NAVIGATOR HLDGS LTD	SHS	Y62132108	3,830,724	219,400	SH		DFND	1	219,400	0	0
NAVIGATOR HLDGS LTD	SHS	Y62132108	1,162,836	66,600	SH		SOLE		66,600	0	0
NLIGHT INC	COM	65487K100	1,475,550	135,000	SH		DFND	2	135,000	0	0
NLIGHT INC	COM	65487K100	6,120,800	560,000	SH		DFND	3	560,000	0	0
NLIGHT INC	COM	65487K100	15,028,750	1,375,000	SH		DFND	4	1,375,000	0	0
NLIGHT INC	COM	65487K100	283,797	25,965	SH		SOLE		25,965	0	0
NLIGHT INC	COM	65487K100	948,451	86,775	SH		DFND	1	86,775	0	0
NORTHERN TECHNOLOGIES INTL C	COM	665809109	6,872,400	415,000	SH		DFND	4	415,000	0	0
NOVA LTD	COM	M7516K103	10,202,055	43,500	SH		DFND	2	43,500	0	0
NOVA LTD	COM	M7516K103	15,009,920	64,000	SH		DFND	4	64,000	0	0
NOVA LTD	COM	M7516K103	3,048,890	13,000	SH		SOLE		13,000	0	0
NOVA LTD	COM	M7516K103	12,899,150	55,000	SH		DFND	1	55,000	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	5,745,750	75,000	SH		DFND	4	75,000	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	2,681,350	35,000	SH		DFND	2	35,000	0	0
OIL DRI CORP AMER	COM	677864100	15,477,735	241,500	SH		DFND	4	241,500	0	0
OMNICELL COM	COM	68213N109	2,368,625	87,500	SH		DFND	4	87,500	0	0
PARSONS CORP DEL	COM	70202L102	6,708,420	82,000	SH		DFND	2	82,000	0	0
PARSONS CORP DEL	COM	70202L102	2,863,350	35,000	SH		DFND	1	35,000	0	0
PARSONS CORP DEL	COM	70202L102	572,670	7,000	SH		DFND	3	7,000	0	0
PARSONS CORP DEL	COM	70202L102	9,285,435	113,500	SH		DFND	4	113,500	0	0
PARSONS CORP DEL	COM	70202L102	818,100	10,000	SH		SOLE		10,000	0	0
PDF SOLUTIONS INC	COM	693282105	6,184,600	170,000	SH		DFND	3	170,000	0	0
PDF SOLUTIONS INC	COM	693282105	10,368,300	285,000	SH		DFND	2	285,000	0	0
PDF SOLUTIONS INC	COM	693282105	31,832,500	875,000	SH		DFND	4	875,000	0	0
PHOTRONICS INC	COM	719405102	556,309	22,550	SH		DFND	3	22,550	0	0
PHOTRONICS INC	COM	719405102	7,357,828	298,250	SH		DFND	4	298,250	0	0
PHOTRONICS INC	COM	719405102	1,110,150	45,000	SH		SOLE		45,000	0	0
PHOTRONICS INC	COM	719405102	4,687,300	190,000	SH		DFND	1	190,000	0	0
PHOTRONICS INC	COM	719405102	3,910,195	158,500	SH		DFND	2	158,500	0	0
PRECISION OPTICS CORP INC MA	COM NEW	740294400	2,163,630	366,717	SH		DFND	4	366,717	0	0
PURE STORAGE INC	CL A	74624M102	642,100	10,000	SH		DFND	3	10,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	752,840	5,500	SH		DFND	2	5,500	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	410,640	3,000	SH		DFND	4	3,000	0	0
RESEARCH SOLUTIONS INC	COM	761025105	6,948,750	2,725,000	SH		DFND	4	2,725,000	0	0
ROGERS CORP	COM	775133101	4,824,400	40,000	SH		DFND	3	40,000	0	0
RTX CORPORATION	COM	75513E101	501,950	5,000	SH		SOLE		5,000	0	0
RTX CORPORATION	COM	75513E101	200,780	2,000	SH		DFND	2	2,000	0	0
SITIME CORP	COM	82982T106	1,181,610	9,500	SH		DFND	4	9,500	0	0
SITIME CORP	COM	82982T106	1,554,750	12,500	SH		DFND	2	12,500	0	0
SITIME CORP	COM	82982T106	3,109,500	25,000	SH		DFND	3	25,000	0	0
SMITH MIDLAND CORP	COM	832156103	5,122,650	185,000	SH		DFND	4	185,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	692,362	24,200	SH		DFND	1	24,200	0	0
SOUTHWEST AIRLS CO	COM	844741108	316,141	11,050	SH		SOLE		11,050	0	0
STANDARD BIOTOOLS INC	COM	34385P108	48,410	27,350	SH		DFND	1	27,350	0	0
STANDARD BIOTOOLS INC	COM	34385P108	12,540	7,085	SH		SOLE		7,085	0	0
STANDARD BIOTOOLS INC	COM	34385P108	1,681,500	950,000	SH		DFND	3	950,000	0	0
SUPER MICRO COMPUTER INC	COM	86800U104	25,195,013	30,750	SH		DFND	2	30,750	0	0
SUPER MICRO COMPUTER INC	COM	86800U104	55,265,158	67,450	SH		DFND	4	67,450	0	0
SUPER MICRO COMPUTER INC	COM	86800U104	2,048,375	2,500	SH		SOLE		2,500	0	0
SUPER MICRO COMPUTER INC	COM	86800U104	19,664,400	24,000	SH		DFND	1	24,000	0	0
SURO CAPITAL CORP	COM NEW	86887Q109	291,343	72,654	SH		SOLE		72,654	0	0
SURO CAPITAL CORP	COM NEW	86887Q109	1,238,825	308,934	SH		DFND	1	308,934	0	0
TERADYNE INC	COM	880770102	2,595,075	17,500	SH		DFND	2	17,500	0	0
TERADYNE INC	COM	880770102	1,853,625	12,500	SH		DFND	4	12,500	0	0
THE TRADE DESK INC	COM CL A	88339J105	4,590,490	47,000	SH		DFND	2	47,000	0	0
THE TRADE DESK INC	COM CL A	88339J105	1,172,040	12,000	SH		DFND	4	12,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	7,189,000	13,000	SH		DFND	1	13,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	8,986,250	16,250	SH		DFND	2	16,250	0	0
THERMON GROUP HLDGS INC	COM	88362T103	16,456,600	535,000	SH		DFND	4	535,000	0	0
THREDUP INC	CL A	88556E102	9,834,500	5,785,000	SH		DFND	4	5,785,000	0	0
TRANSCAT INC	COM	893529107	3,291,200	27,500	SH		DFND	4	27,500	0	0
TTM TECHNOLOGIES INC	COM	87305R109	1,457,250	75,000	SH		DFND	1	75,000	0	0
TTM TECHNOLOGIES INC	COM	87305R109	1,020,075	52,500	SH		DFND	2	52,500	0	0
TTM TECHNOLOGIES INC	COM	87305R109	7,311,509	376,300	SH		DFND	3	376,300	0	0
TTM TECHNOLOGIES INC	COM	87305R109	485,750	25,000	SH		SOLE		25,000	0	0
UGI CORP NEW	COM	902681105	458,000	20,000	SH		SOLE		20,000	0	0
UNISYS CORP	COM NEW	909214306	351,050	85,000	SH		DFND	1	85,000	0	0
UNISYS CORP	COM NEW	909214306	15,921,150	3,855,000	SH		DFND	4	3,855,000	0	0
UNISYS CORP	COM NEW	909214306	1,755,250	425,000	SH		DFND	2	425,000	0	0
UNISYS CORP	COM NEW	909214306	1,961,750	475,000	SH		DFND	3	475,000	0	0
UNISYS CORP	COM NEW	909214306	103,250	25,000	SH		SOLE		25,000	0	0
UNIVERSAL TECHNICAL INST INC	COM	913915104	4,561,700	290,000	SH		DFND	4	290,000	0	0
VAIL RESORTS INC	COM	91879Q109	1,801,300	10,000	SH		DFND	3	10,000	0	0
VEECO INSTRS INC DEL	COM	922417100	3,736,800	80,000	SH		DFND	1	80,000	0	0
VEECO INSTRS INC DEL	COM	922417100	4,367,385	93,500	SH		DFND	2	93,500	0	0
VEECO INSTRS INC DEL	COM	922417100	3,036,150	65,000	SH		DFND	3	65,000	0	0
VEECO INSTRS INC DEL	COM	922417100	16,231,725	347,500	SH		DFND	4	347,500	0	0
VEECO INSTRS INC DEL	COM	922417100	1,167,750	25,000	SH		SOLE		25,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	824,800	20,000	SH		SOLE		20,000	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	1,125,410	13,000	SH		DFND	2	13,000	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	21,512,645	248,500	SH		DFND	4	248,500	0	0
VIASAT INC	COM	92552V100	1,397,000	110,000	SH		DFND	3	110,000	0	0
VIASAT INC	COM	92552V100	762,000	60,000	SH		SOLE		60,000	0	0
VIASAT INC	COM	92552V100	95,250	7,500	SH		DFND	2	7,500	0	0
VIASAT INC	COM	92552V100	2,413,000	190,000	SH		DFND	1	190,000	0	0
VICOR CORP	COM	925815102	6,134,600	185,000	SH		DFND	3	185,000	0	0
VICOR CORP	COM	925815102	4,145,000	125,000	SH		DFND	2	125,000	0	0
VICOR CORP	COM	925815102	16,580,000	500,000	SH		DFND	4	500,000	0	0
VICOR CORP	COM	925815102	829,000	25,000	SH		SOLE		25,000	0	0
VICOR CORP	COM	925815102	1,658,000	50,000	SH		DFND	1	50,000	0	0
VISHAY INTERTECHNOLOGY INC	COM	928298108	1,338,000	60,000	SH		DFND	3	60,000	0	0
VISHAY INTERTECHNOLOGY INC	COM	928298108	3,233,500	145,000	SH		DFND	2	145,000	0	0
VISHAY INTERTECHNOLOGY INC	COM	928298108	15,610,000	700,000	SH		DFND	4	700,000	0	0
VISHAY PRECISION GROUP INC	COM	92835K103	2,739,600	90,000	SH		DFND	3	90,000	0	0
VISHAY PRECISION GROUP INC	COM	92835K103	16,742,000	550,000	SH		DFND	4	550,000	0	0
VITAL FARMS INC	COM	92847W103	19,526,475	417,500	SH		DFND	4	417,500	0	0
WABTEC	COM	929740108	474,150	3,000	SH		DFND	4	3,000	0	0
WABTEC	COM	929740108	2,370,750	15,000	SH		SOLE		15,000	0	0
WABTEC	COM	929740108	6,322,000	40,000	SH		DFND	1	40,000	0	0
YEXT INC	COM	98585N106	1,444,500	270,000	SH		DFND	3	270,000	0	0
ZUORA INC	COM CL A	98983V106	7,670,925	772,500	SH		DFND	3	772,500	0	0