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 83,686 3,684,974 SH   SOLE   3,684,974 0 0
BLACKLINE INC COM 09239B109 19,722 502,988 SH   SOLE   502,988 0 0
COMSCORE INC COM 20564W105 74,341 3,088,537 SH   SOLE   3,088,537 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 118,321 3,025,340 SH   SOLE   3,025,340 0 0
COTIVITI HOLDINGS INC COM 22164K101 34,813 1,010,844 SH   SOLE   1,010,844 0 0
CYBERARK SOFTWARE LTD COM M2682V108 49,729 974,688 SH   SOLE   974,688 0 0
ELLIE MAE INC COM 28849P100 1,150 12,504 SH   SOLE   12,504 0 0
ENTEGRIS INC COM 29362U104 61,398 1,764,320 SH   SOLE   1,764,320 0 0
FORTINET INC COM 34959E109 22,355 417,227 SH   SOLE   417,227 0 0
IMPERVA INC COM 45321L100 76,345 1,763,167 SH   SOLE   1,763,167 0 0
LAM RESEARCH CORP COM 512807108 90,480 445,362 SH   SOLE   445,362 0 0
LIVEPERSON INC COM 538146101 63,455 3,881,056 SH   SOLE   3,881,056 0 0
LUMINEX CORP COM 55027E102 66,839 3,172,257 SH   SOLE   3,172,257 0 0
MANHATTAN ASSOCIATES INC COM 562750109 71,993 1,719,040 SH   SOLE   1,719,040 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 77,552 3,454,439 SH   SOLE   3,454,439 0 0
SERVICESOURCE INTERNATIONAL COM 81763U100 25,928 6,805,167 SH   SOLE   6,805,167 0 0
TYLER TECHNOLOGIES INC COM 902252105 78,477 371,999 SH   SOLE   371,999 0 0
VERINT SYSTEMS INC COM 92343X100 102,574 2,407,843 SH   SOLE   2,407,843 0 0
VERSUM MATERIALS INC COM 92532W103 20,005 531,614 SH   SOLE   531,614 0 0