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 |
AVANOS MED INC | COM | 05350V106 | 78,903,313 | 2,653,104 | SH | SOLE | 2,653,104 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 133,920,022 | 4,998,881 | SH | SOLE | 4,998,881 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 94,755,088 | 1,376,254 | SH | SOLE | 1,376,254 | 0 | 0 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 178,065,518 | 1,203,308 | SH | SOLE | 1,203,308 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 146,650,631 | 3,466,918 | SH | SOLE | 3,466,918 | 0 | 0 | ||
ENTEGRIS INC | COM | 29362U104 | 48,043,836 | 585,829 | SH | SOLE | 585,829 | 0 | 0 | ||
ENVESTNET INC | COM | 29404K106 | 65,338,315 | 1,113,658 | SH | SOLE | 1,113,658 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 148,345,251 | 1,807,986 | SH | SOLE | 1,807,986 | 0 | 0 | ||
MANHATTAN ASSOCIATES INC | COM | 562750109 | 151,693,847 | 979,618 | SH | SOLE | 979,618 | 0 | 0 | ||
NICE LTD | SPONSORED ADR | 653656108 | 178,162,940 | 778,378 | SH | SOLE | 778,378 | 0 | 0 | ||
PAGERDUTY INC | COM | 69553P100 | 130,590,624 | 3,733,294 | SH | SOLE | 3,733,294 | 0 | 0 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 86,221,635 | 3,146,775 | SH | SOLE | 3,146,775 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 135,695,452 | 291,994 | SH | SOLE | 291,994 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 73,559,903 | 767,208 | SH | SOLE | 767,208 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 169,507,698 | 3,567,832 | SH | SOLE | 3,567,832 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 156,848,761 | 442,276 | SH | SOLE | 442,276 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 19,064,082 | 732,952 | SH | SOLE | 732,952 | 0 | 0 | ||
VERINT SYS INC | COM | 92343X100 | 101,830,583 | 2,734,441 | SH | SOLE | 2,734,441 | 0 | 0 |