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 | 50,247 | 178,695 | SH | SOLE | 163,053 | 0 | 15,642 | ||
| COPART INC | COM | 217204106 | 144,525 | 953,206 | SH | SOLE | 869,554 | 0 | 83,652 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 17,046 | 98,371 | SH | SOLE | 96,242 | 0 | 2,129 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 70,195 | 848,994 | SH | SOLE | 796,223 | 0 | 52,771 | ||
| MASONITE INTL CORP | COM | 575385109 | 183,387 | 1,554,786 | SH | SOLE | 1,488,184 | 0 | 66,602 | ||
| MORNINGSTAR INC | COM | 617700109 | 77,465 | 226,512 | SH | SOLE | 216,789 | 0 | 9,723 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 98,509 | 324,470 | SH | SOLE | 296,859 | 0 | 27,611 | ||
| PEGASYSTEMS INC | COM | 705573103 | 167,206 | 1,495,314 | SH | SOLE | 1,414,263 | 0 | 81,051 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 113,924 | 6,461,967 | SH | SOLE | 6,233,443 | 0 | 228,524 | ||
| PTC INC | COM | 69370c100 | 196,577 | 1,622,594 | SH | SOLE | 1,519,605 | 0 | 102,989 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 177,521 | 6,819,847 | SH | SOLE | 6,547,350 | 0 | 272,497 | ||
| SERVICENOW INC | COM | 81762P102 | 211,817 | 326,319 | SH | SOLE | 297,681 | 0 | 28,638 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 120,404 | 223,820 | SH | SOLE | 204,177 | 0 | 19,643 | ||
| WORKIVA INC | COM CL A | 98139A105 | 152,644 | 1,169,779 | SH | SOLE | 1,093,154 | 0 | 76,625 | ||