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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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
ACXIOM CORP COM 005125109 112,143 4,551,255 SH   SOLE   4,551,255 0 0
BAZAARVOICE INC COM 073271108 37,759 7,628,007 SH   SOLE   7,628,007 0 0
CALLIDUS SOFTWARE INC COM 13123E500 59,715 2,422,527 SH   SOLE   2,422,527 0 0
COMSCORE INC COM 20564W105 79,271 2,757,241 SH   SOLE   2,757,241 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 114,221 2,812,642 SH   SOLE   2,812,642 0 0
ENTEGRIS INC COM 29362U104 55,773 1,933,220 SH   SOLE   1,933,220 0 0
HARMONIC INC COM 413160102 20,348 6,671,386 SH   SOLE   6,671,386 0 0
LAM RESEARCH CORP COM 512807108 81,799 442,062 SH   SOLE   442,062 0 0
LIVEPERSON INC COM 538146101 33,409 2,465,603 SH   SOLE   2,465,603 0 0
LUMINEX CORP COM 55027E102 57,610 2,833,759 SH   SOLE   2,833,759 0 0
MANHATTAN ASSOCIATES INC COM 562750109 50,086 1,204,853 SH   SOLE   1,204,853 0 0
MODEL N INC COM 607525102 19,400 1,297,668 SH   SOLE   1,297,668 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 70,835 3,679,739 SH   SOLE   3,679,739 0 0
SERVICESOURCE INTERNATIONAL COM 81763U100 26,530 7,667,518 SH   SOLE   7,667,518 0 0
TYLER TECHNOLOGIES INC COM 902252105 63,688 365,349 SH   SOLE   365,349 0 0
VERINT SYSTEMS INC COM 92343X100 65,155 1,556,868 SH   SOLE   1,556,868 0 0
VERSUM MATERIALS INC COM 92532W103 20,752 534,563 SH   SOLE   534,563 0 0