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
Estimated average burden
hours per response: 23.8
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 100,173 855,233 SH   SOLE   805,795 0 49,438
ADVANCED ENERGY INDS COM 007973100 75,572 1,380,304 SH   SOLE   1,299,745 0 80,559
APPLIED MATLS INC COM 038222105 87,596 2,714,475 SH   SOLE   2,553,127 0 161,348
AXALTA COATING SYS LTD COM G0750C108 90,294 3,319,615 SH   SOLE   3,126,119 0 193,496
CORNERSTONE ONDEMAND INC COM 21925Y103 121,154 2,863,485 SH   SOLE   2,699,832 0 163,653
MASONITE INTL CORP NEW COM 575385109 58,010 881,605 SH   SOLE   830,165 0 51,440
OPEN TEXT CORP COM 683715106 89,212 1,443,330 SH   SOLE   1,359,726 0 83,604
PROGRESS SOFTWARE CORP COM 743312100 185,418 5,807,017 SH   SOLE   5,473,354 0 333,663
PTC INC COM 69370C100 104,989 2,269,050 SH   SOLE   2,137,904 0 131,146
QUANEX BUILDING PRODUCTS COR COM 747619104 67,618 3,330,940 SH   SOLE   3,136,601 0 194,339
ROCKWELL COLLINS INC COM 774341101 101,623 1,095,543 SH   SOLE   1,032,991 0 62,552
SABRE CORP COM 78573M104 77,023 3,087,100 SH   SOLE   2,905,921 0 181,179
SERVICENOW INC COM 81762P102 25,100 337,644 SH   SOLE   318,030 0 19,614
TYLER TECHNOLOGIES INC COM 902252105 26,338 184,480 SH   SOLE   173,354 0 11,126
WATERS CORP COM 941848103 24,489 182,223 SH   SOLE   171,779 0 10,444