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 106,935 791,698 SH   SOLE   742,260 0 49,438
ADVANCED ENERGY INDS COM 007973100 36,008 445,867 SH   SOLE   417,938 0 27,929
APPLIED MATLS INC COM 038222105 77,844 1,494,411 SH   SOLE   1,400,751 0 93,660
AXALTA COATING SYS LTD COM G0750C108 99,391 3,436,767 SH   SOLE   3,221,884 0 214,883
CORNERSTONE ONDEMAND INC COM 21925Y103 116,888 2,878,311 SH   SOLE   2,698,423 0 179,888
MASONITE INTL CORP NEW COM 575385109 89,227 1,289,406 SH   SOLE   1,208,635 0 80,771
NATIONAL INSTRS CORP COM 636518102 41,281 978,929 SH   SOLE   917,955 0 60,974
OPEN TEXT CORP COM 683715106 86,240 2,670,798 SH   SOLE   2,503,590 0 167,208
PROGRESS SOFTWARE CORP COM 743312100 162,637 4,260,853 SH   SOLE   3,995,179 0 265,674
PTC INC COM 69370C100 118,195 2,100,128 SH   SOLE   1,968,982 0 131,146
QUANEX BUILDING PRODUCTS COR COM 747619104 78,480 3,419,624 SH   SOLE   3,205,813 0 213,811
SABRE CORP COM 78573M104 52,304 2,889,727 SH   SOLE   2,708,548 0 181,179
SERVICENOW INC COM 81762P102 44,344 377,296 SH   SOLE   353,718 0 23,578
TYLER TECHNOLOGIES INC COM 902252105 85,069 488,003 SH   SOLE   457,501 0 30,502
WATERS CORP COM 941848103 30,305 168,810 SH   SOLE   158,366 0 10,444