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 | 124,634 | 647,953 | SH | SOLE | 611,514 | 0 | 36,439 | ||
| APPLIED MATLS INC | COM | 038222105 | 83,391 | 1,671,155 | SH | SOLE | 1,577,226 | 0 | 93,929 | ||
| AXALTA COATING SYS LTD | COM | g0750c108 | 136,817 | 4,537,880 | SH | SOLE | 4,283,290 | 0 | 254,590 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925y103 | 179,855 | 3,280,834 | SH | SOLE | 3,096,443 | 0 | 184,391 | ||
| INSTRUCTURE INC | COM | 45781U103 | 105,819 | 2,731,524 | SH | SOLE | 2,577,909 | 0 | 153,615 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 111,401 | 1,920,701 | SH | SOLE | 1,812,817 | 0 | 107,884 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 49,044 | 1,167,999 | SH | SOLE | 1,102,343 | 0 | 65,656 | ||
| OPEN TEXT CORP | COM | 683715106 | 149,975 | 3,674,960 | SH | SOLE | 3,468,273 | 0 | 206,687 | ||
| PTC INC | COM | 69370c100 | 117,504 | 1,723,431 | SH | SOLE | 1,626,535 | 0 | 96,896 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 87,576 | 6,102,881 | SH | SOLE | 5,759,658 | 0 | 343,223 | ||
| SERVICENOW INC | COM | 81762P102 | 159,213 | 627,193 | SH | SOLE | 591,940 | 0 | 35,253 | ||
| TALEND S A | ADS | 874224207 | 60,941 | 1,793,435 | SH | SOLE | 1,692,845 | 0 | 100,590 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 158,723 | 604,660 | SH | SOLE | 570,670 | 0 | 33,990 | ||