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 | 163,684 | 929,917 | SH | SOLE | 878,239 | 0 | 51,678 | ||
| APPLIED MATLS INC | COM | 038222105 | 66,157 | 1,668,107 | SH | SOLE | 1,575,420 | 0 | 92,687 | ||
| AXALTA COATING SYS LTD | COM | g0750c108 | 114,219 | 4,530,688 | SH | SOLE | 4,279,550 | 0 | 251,138 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925y103 | 179,320 | 3,273,458 | SH | SOLE | 3,089,860 | 0 | 183,598 | ||
| INSTRUCTURE INC | COM | 45781U103 | 55,752 | 1,183,192 | SH | SOLE | 1,117,001 | 0 | 66,191 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 95,607 | 1,916,346 | SH | SOLE | 1,808,840 | 0 | 107,506 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 51,709 | 1,165,678 | SH | SOLE | 1,100,909 | 0 | 64,769 | ||
| OPEN TEXT CORP | COM | 683715106 | 163,405 | 4,252,015 | SH | SOLE | 4,015,780 | 0 | 236,235 | ||
| PTC INC | COM | 69370c100 | 170,380 | 1,848,341 | SH | SOLE | 1,745,764 | 0 | 102,577 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 77,401 | 4,012,474 | SH | SOLE | 3,787,483 | 0 | 224,991 | ||
| SERVICENOW INC | COM | 81762P102 | 154,290 | 625,947 | SH | SOLE | 591,169 | 0 | 34,778 | ||
| TALEND S A | ADS | 874224207 | 90,412 | 1,787,860 | SH | SOLE | 1,687,579 | 0 | 100,281 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 123,443 | 603,931 | SH | SOLE | 570,040 | 0 | 33,891 | ||