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
ACXIOM CORP COM 005125109 123,756 4,490,430 SH   SOLE   4,490,430 0 0
CALLIDUS SOFTWARE INC COM 13123E500 68,386 2,386,931 SH   SOLE   2,386,931 0 0
COMSCORE INC COM 20564W105 72,873 2,556,937 SH   SOLE   2,556,937 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 109,874 3,109,936 SH   SOLE   3,109,936 0 0
CYBERARK SOFTWARE LTD COM M2682V108 34,493 833,359 SH   SOLE   833,359 0 0
ENTEGRIS INC COM 29362U104 56,973 1,871,020 SH   SOLE   1,871,020 0 0
HARMONIC INC COM 413160102 24,222 5,767,037 SH   SOLE   5,767,037 0 0
IMPERVA INC COM 45321L100 51,074 1,286,507 SH   SOLE   1,286,507 0 0
LAM RESEARCH CORP COM 512807108 78,591 426,962 SH   SOLE   426,962 0 0
LIVEPERSON INC COM 538146101 38,408 3,339,823 SH   SOLE   3,339,823 0 0
LUMINEX CORP COM 55027E102 56,712 2,878,759 SH   SOLE   2,878,759 0 0
MANHATTAN ASSOCIATES INC COM 562750109 73,488 1,483,405 SH   SOLE   1,483,405 0 0
MODEL N INC COM 607525102 10,327 655,683 SH   SOLE   655,683 0 0
MONOTYPE IMAGING HOLDINGS INC COM 61022P100 84,199 3,493,739 SH   SOLE   3,493,739 0 0
SERVICESOURCE INTERNATIONAL COM 81763U100 23,306 7,542,518 SH   SOLE   7,542,518 0 0
TYLER TECHNOLOGIES INC COM 902252105 66,456 375,349 SH   SOLE   375,349 0 0
VERINT SYSTEMS INC COM 92343X100 81,803 1,954,668 SH   SOLE   1,954,668 0 0
VERSUM MATERIALS INC COM 92532W103 20,122 531,614 SH   SOLE   531,614 0 0