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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 171,721 | 1,774,342 | SH | SOLE | 1,682,589 | 0 | 91,753 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 53,812 | 1,957,499 | SH | SOLE | 1,855,929 | 0 | 101,570 | ||
| APPLIED MATLS INC | COM | 038222105 | 95,488 | 4,968,180 | SH | SOLE | 4,711,295 | 0 | 256,885 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 30,201 | 912,978 | SH | SOLE | 865,248 | 0 | 47,730 | ||
| COMFORT SYS USA INC | COM | 199908104 | 58,236 | 2,537,519 | SH | SOLE | 2,406,011 | 0 | 131,508 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 31,289 | 899,098 | SH | SOLE | 852,088 | 0 | 47,010 | ||
| FLOTEK INDS INC DEL | COM | 343389102 | 12,610 | 1,006,422 | SH | SOLE | 953,824 | 0 | 52,598 | ||
| INFORMATICA CORP | COM | 45666Q102 | 108,414 | 2,236,731 | SH | SOLE | 2,118,086 | 0 | 118,645 | ||
| OPEN TEXT CORP | COM | 683715106 | 26,664 | 657,882 | SH | SOLE | 623,857 | 0 | 34,025 | ||
| ORACLE CORP | COM | 68389X105 | 84,272 | 2,091,123 | SH | SOLE | 1,982,995 | 0 | 108,128 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 131,828 | 4,793,731 | SH | SOLE | 4,545,128 | 0 | 248,603 | ||
| PTC INC | COM | 69370C100 | 40,767 | 993,844 | SH | SOLE | 941,888 | 0 | 51,956 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 57,911 | 2,702,339 | SH | SOLE | 2,562,032 | 0 | 140,307 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 111,718 | 1,209,723 | SH | SOLE | 1,147,171 | 0 | 62,552 | ||
| SABRE CORP | COM | 78573M104 | 59,168 | 2,486,056 | SH | SOLE | 2,357,751 | 0 | 128,305 | ||
| WATERS CORP | COM | 941848103 | 111,981 | 872,265 | SH | SOLE | 827,163 | 0 | 45,102 | ||