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 154,081 905,295 SH   SOLE   853,824 0 51,471
APPLIED MATLS INC COM 038222105 62,769 1,624,026 SH   SOLE   1,531,692 0 92,334
AXALTA COATING SYS LTD COM g0750c108 116,563 3,997,373 SH   SOLE   3,770,055 0 227,318
CORNERSTONE ONDEMAND INC COM 21925y103 181,862 3,204,616 SH   SOLE   3,022,219 0 182,397
MASONITE INTL CORP NEW COM 575385109 104,074 1,623,617 SH   SOLE   1,531,297 0 92,320
NATIONAL INSTRS CORP COM 636518102 54,837 1,134,628 SH   SOLE   1,070,105 0 64,523
OPEN TEXT CORP COM 683715106 157,411 4,138,027 SH   SOLE   3,902,697 0 235,330
PROGRESS SOFTWARE CORP COM 743312100 9,754 276,408 SH   SOLE   260,646 0 15,762
PTC INC COM 69370c100 190,958 1,798,263 SH   SOLE   1,695,916 0 102,347
QUANEX BUILDING PRODUCTS COR COM 747619104 63,339 3,480,180 SH   SOLE   3,266,646 0 213,534
SERVICENOW INC COM 81762P102 83,380 426,213 SH   SOLE   401,976 0 24,237
TALEND S A ADS 874224207 67,359 965,860 SH   SOLE   910,889 0 54,971
TERADATA CORP DEL COM 88076W103 54,478 1,444,649 SH   SOLE   1,362,458 0 82,191
TYLER TECHNOLOGIES INC COM 902252105 134,634 549,394 SH   SOLE   518,151 0 31,243