The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | g1151c101 | 169,975 | 919,926 | SH | SOLE | 868,248 | 0 | 51,678 | ||
| APPLIED MATLS INC | COM | 038222105 | 74,111 | 1,650,214 | SH | SOLE | 1,557,527 | 0 | 92,687 | ||
| AXALTA COATING SYS LTD | COM | g0750c108 | 133,381 | 4,480,394 | SH | SOLE | 4,229,256 | 0 | 251,138 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925y103 | 187,779 | 3,241,474 | SH | SOLE | 3,057,876 | 0 | 183,598 | ||
| INSTRUCTURE INC | COM | 45781U103 | 114,739 | 2,699,741 | SH | SOLE | 2,546,391 | 0 | 153,350 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 99,924 | 1,896,820 | SH | SOLE | 1,789,314 | 0 | 107,506 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 48,421 | 1,153,158 | SH | SOLE | 1,088,389 | 0 | 64,769 | ||
| OPEN TEXT CORP | COM | 683715106 | 149,642 | 3,632,083 | SH | SOLE | 3,425,742 | 0 | 206,341 | ||
| PTC INC | COM | 69370c100 | 158,528 | 1,766,130 | SH | SOLE | 1,665,956 | 0 | 100,174 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 101,018 | 4,608,486 | SH | SOLE | 4,346,631 | 0 | 261,855 | ||
| SERVICENOW INC | COM | 81762P102 | 170,029 | 619,256 | SH | SOLE | 584,478 | 0 | 34,778 | ||
| TALEND S A | ADS | 874224207 | 68,332 | 1,770,724 | SH | SOLE | 1,670,443 | 0 | 100,281 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 129,068 | 597,482 | SH | SOLE | 563,591 | 0 | 33,891 | ||