The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 171,721 1,774,342 SH   SOLE   1,682,589 0 91,753
ADVANCED ENERGY INDS COM 007973100 53,812 1,957,499 SH   SOLE   1,855,929 0 101,570
APPLIED MATLS INC COM 038222105 95,488 4,968,180 SH   SOLE   4,711,295 0 256,885
AXALTA COATING SYS LTD COM G0750C108 30,201 912,978 SH   SOLE   865,248 0 47,730
COMFORT SYS USA INC COM 199908104 58,236 2,537,519 SH   SOLE   2,406,011 0 131,508
CORNERSTONE ONDEMAND INC COM 21925Y103 31,289 899,098 SH   SOLE   852,088 0 47,010
FLOTEK INDS INC DEL COM 343389102 12,610 1,006,422 SH   SOLE   953,824 0 52,598
INFORMATICA CORP COM 45666Q102 108,414 2,236,731 SH   SOLE   2,118,086 0 118,645
OPEN TEXT CORP COM 683715106 26,664 657,882 SH   SOLE   623,857 0 34,025
ORACLE CORP COM 68389X105 84,272 2,091,123 SH   SOLE   1,982,995 0 108,128
PROGRESS SOFTWARE CORP COM 743312100 131,828 4,793,731 SH   SOLE   4,545,128 0 248,603
PTC INC COM 69370C100 40,767 993,844 SH   SOLE   941,888 0 51,956
QUANEX BUILDING PRODUCTS COR COM 747619104 57,911 2,702,339 SH   SOLE   2,562,032 0 140,307
ROCKWELL COLLINS INC COM 774341101 111,718 1,209,723 SH   SOLE   1,147,171 0 62,552
SABRE CORP COM 78573M104 59,168 2,486,056 SH   SOLE   2,357,751 0 128,305
WATERS CORP COM 941848103 111,981 872,265 SH   SOLE   827,163 0 45,102