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 | 106,592 | 872,487 | SH | SOLE | 823,049 | 0 | 49,438 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 82,074 | 1,734,446 | SH | SOLE | 1,635,960 | 0 | 98,486 | ||
| APPLIED MATLS INC | COM | 038222105 | 106,381 | 3,528,379 | SH | SOLE | 3,328,035 | 0 | 200,344 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 83,040 | 2,937,383 | SH | SOLE | 2,772,208 | 0 | 165,175 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 132,717 | 2,888,285 | SH | SOLE | 2,724,632 | 0 | 163,653 | ||
| NEW RELIC INC | COM | 64829B100 | 26,303 | 686,400 | SH | SOLE | 647,334 | 0 | 39,066 | ||
| OPEN TEXT CORP | COM | 683715106 | 95,514 | 1,472,620 | SH | SOLE | 1,389,016 | 0 | 83,604 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 157,951 | 5,807,017 | SH | SOLE | 5,473,354 | 0 | 333,663 | ||
| PTC INC | COM | 69370C100 | 102,569 | 2,314,799 | SH | SOLE | 2,183,653 | 0 | 131,146 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 57,347 | 3,322,556 | SH | SOLE | 3,133,628 | 0 | 188,928 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 94,264 | 1,117,663 | SH | SOLE | 1,055,111 | 0 | 62,552 | ||
| SABRE CORP | COM | 78573M104 | 79,444 | 2,819,149 | SH | SOLE | 2,660,665 | 0 | 158,484 | ||
| SERVICENOW INC | COM | 81762P102 | 27,268 | 344,514 | SH | SOLE | 324,900 | 0 | 19,614 | ||
| WATERS CORP | COM | 941848103 | 29,464 | 185,902 | SH | SOLE | 175,458 | 0 | 10,444 | ||