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 | 103,006 | 892,603 | SH | SOLE | 843,165 | 0 | 49,438 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 68,937 | 1,981,531 | SH | SOLE | 1,872,671 | 0 | 108,860 | ||
| APPLIED MATLS INC | COM | 038222105 | 99,386 | 4,692,445 | SH | SOLE | 4,435,560 | 0 | 256,885 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 87,647 | 3,001,609 | SH | SOLE | 2,836,434 | 0 | 165,175 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 105,667 | 3,224,519 | SH | SOLE | 3,045,835 | 0 | 178,684 | ||
| OPEN TEXT CORP | COM | 683715106 | 96,843 | 1,869,547 | SH | SOLE | 1,766,727 | 0 | 102,820 | ||
| ORACLE CORP | COM | 68389X105 | 49,639 | 1,213,379 | SH | SOLE | 1,146,601 | 0 | 66,778 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 162,146 | 6,722,456 | SH | SOLE | 6,366,974 | 0 | 355,482 | ||
| PTC INC | COM | 69370C100 | 78,287 | 2,360,882 | SH | SOLE | 2,229,736 | 0 | 131,146 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 56,825 | 3,273,346 | SH | SOLE | 3,091,581 | 0 | 181,765 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 105,323 | 1,142,213 | SH | SOLE | 1,079,661 | 0 | 62,552 | ||
| SABRE CORP | COM | 78573M104 | 83,311 | 2,880,756 | SH | SOLE | 2,722,272 | 0 | 158,484 | ||
| WATERS CORP | COM | 941848103 | 25,088 | 190,178 | SH | SOLE | 179,734 | 0 | 10,444 | ||