lwip: Reference specific ESP patches

Also adding ip4_napt.c to sources, as it's added by ESP-patches

components/lwip/CMakeLists.txt

@@ -43,7 +43,7 @@ set(srcs
     "lwip/src/core/ipv4/icmp.c"
     "lwip/src/core/ipv4/igmp.c"
     "lwip/src/core/ipv4/ip4.c"
-    #"lwip/src/core/ipv4/ip4_napt.c"
+    "lwip/src/core/ipv4/ip4_napt.c"
     "lwip/src/core/ipv4/ip4_addr.c"
     "lwip/src/core/ipv4/ip4_frag.c"
     "lwip/src/core/ipv6/dhcp6.c"

components/lwip/lwip

@@ -1 +1 @@
-Subproject commit 6ca936f6b588cee702c638eee75c2436e6cf75de
+Subproject commit 104e8fa4c881a98eefa3776d2701a6b90b9aa63d