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

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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
AVANOS MEDICAL INC COM 05350V106 32,774 751,523 SH   SOLE   751,523 0 0
BOX INC COM 10316T104 47,036 2,670,979 SH   SOLE   2,670,979 0 0
CLOUDERA INC COM 18914U100 32,397 6,159,206 SH   SOLE   6,159,206 0 0
COMSCORE INC COM 20564W105 22,626 4,384,873 SH   SOLE   4,384,873 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 109,061 1,882,637 SH   SOLE   1,882,637 0 0
CYBERARK SOFTWARE LTD COM M2682V108 75,478 590,410 SH   SOLE   590,410 0 0
ENTEGRIS INC COM 29362U104 61,773 1,655,233 SH   SOLE   1,655,233 0 0
LAM RESEARCH CORP COM 512807108 96,058 511,384 SH   SOLE   511,384 0 0
LIVEPERSON INC COM 538146101 57,859 2,063,459 SH   SOLE   2,063,459 0 0
LIVERAMP HOLDINGS INC COM 53815P108 57,454 1,185,109 SH   SOLE   1,185,109 0 0
LUMINEX CORP COM 55027E102 63,165 3,060,317 SH   SOLE   3,060,317 0 0
MANHATTAN ASSOCIATES INC COM 562750109 127,605 1,840,540 SH   SOLE   1,840,540 0 0
MONOTYPE IMAGING HOLDINGS INC COM 61022P100 47,844 2,841,090 SH   SOLE   2,841,090 0 0
NICE LTD COM 653656108 94,892 692,640 SH   SOLE   692,640 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 96,090 6,016,877 SH   SOLE   6,016,877 0 0
PROOFPOINT INC COM 743424103 59,508 494,868 SH   SOLE   494,868 0 0
SERVICENOW INC COM 81762P102 85,197 310,291 SH   SOLE   310,291 0 0
TYLER TECHNOLOGIES INC COM 902252105 103,124 477,384 SH   SOLE   477,384 0 0
VERINT SYSTEMS INC COM 92343X100 116,254 2,161,657 SH   SOLE   2,161,657 0 0