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 |
| AUTODESK INC | COM | 052769106 | 52,320 | 183,471 | SH | SOLE | 167,829 | 0 | 15,642 | ||
| COPART INC | COM | 217204106 | 135,675 | 978,046 | SH | SOLE | 894,777 | 0 | 83,269 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 72,755 | 895,331 | SH | SOLE | 818,992 | 0 | 76,339 | ||
| MASONITE INTL CORP | COM | 575385109 | 177,641 | 1,673,806 | SH | SOLE | 1,531,296 | 0 | 142,510 | ||
| MORNINGSTAR INC | COM | 617700109 | 63,169 | 243,867 | SH | SOLE | 223,070 | 0 | 20,797 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 51,778 | 182,291 | SH | SOLE | 166,541 | 0 | 15,750 | ||
| PEGASYSTEMS INC | COM | 705573103 | 202,171 | 1,590,642 | SH | SOLE | 1,455,015 | 0 | 135,627 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 110,219 | 7,011,373 | SH | SOLE | 6,414,584 | 0 | 596,789 | ||
| PTC INC | COM | 69370c100 | 204,744 | 1,709,194 | SH | SOLE | 1,563,680 | 0 | 145,514 | ||
| R1 RCM INC | COM | 749397105 | 33,581 | 1,525,703 | SH | SOLE | 1,395,855 | 0 | 129,848 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 182,544 | 7,363,610 | SH | SOLE | 6,737,010 | 0 | 626,600 | ||
| SERVICENOW INC | COM | 81762P102 | 208,337 | 334,801 | SH | SOLE | 306,257 | 0 | 28,544 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 105,323 | 229,636 | SH | SOLE | 210,092 | 0 | 19,544 | ||
| WIX COM LTD | SHS | M98068105 | 52,050 | 265,601 | SH | SOLE | 242,961 | 0 | 22,640 | ||
| WORKIVA INC | COM CL A | 98139A105 | 153,420 | 1,088,397 | SH | SOLE | 995,584 | 0 | 92,813 | ||