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 97,526 813,533 SH   SOLE   764,095 0 49,438
ADVANCED ENERGY INDS COM 007973100 55,587 810,774 SH   SOLE   761,506 0 49,268
APPLIED MATLS INC COM 038222105 72,352 1,859,938 SH   SOLE   1,746,904 0 113,034
AXALTA COATING SYS LTD COM G0750C108 107,484 3,338,024 SH   SOLE   3,135,423 0 202,601
CORNERSTONE ONDEMAND INC COM 21925Y103 111,363 2,863,531 SH   SOLE   2,699,878 0 163,653
MASONITE INTL CORP NEW COM 575385109 91,335 1,152,496 SH   SOLE   1,082,413 0 70,083
OPEN TEXT CORP COM 683715106 93,361 2,745,113 SH   SOLE   2,577,905 0 167,208
PROGRESS SOFTWARE CORP COM 743312100 123,256 4,242,886 SH   SOLE   3,983,172 0 259,714
PTC INC COM 69370C100 113,418 2,158,290 SH   SOLE   2,027,144 0 131,146
QUANEX BUILDING PRODUCTS COR COM 747619104 67,781 3,347,191 SH   SOLE   3,144,048 0 203,143
ROCKWELL COLLINS INC COM 774341101 101,288 1,042,482 SH   SOLE   979,930 0 62,552
SABRE CORP COM 78573M104 62,586 2,953,563 SH   SOLE   2,772,384 0 181,179
SERVICENOW INC COM 81762P102 32,135 367,379 SH   SOLE   344,762 0 22,617
TYLER TECHNOLOGIES INC COM 902252105 69,438 449,263 SH   SOLE   421,737 0 27,526
WATERS CORP COM 941848103 27,104 173,396 SH   SOLE   162,952 0 10,444