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 51,287 1,521,871 SH   SOLE   1,521,871 0 0
BOX INC COM 10316T104 81,738 4,871,144 SH   SOLE   4,871,144 0 0
CERENCE INC COM 156727109 18,231 805,597 SH   SOLE   805,597 0 0
CLOUDERA INC COM 18914U100 73,214 6,295,308 SH   SOLE   6,295,308 0 0
COMSCORE INC COM 20564W105 10,008 2,025,866 SH   SOLE   2,025,866 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 99,017 1,691,161 SH   SOLE   1,691,161 0 0
CYBERARK SOFTWARE LTD COM M2682V108 93,791 804,519 SH   SOLE   804,519 0 0
ENTEGRIS INC COM 29362U104 68,704 1,371,610 SH   SOLE   1,371,610 0 0
LAM RESEARCH CORP COM 512807108 104,344 356,855 SH   SOLE   356,855 0 0
LIVEPERSON INC COM 538146101 76,114 2,057,142 SH   SOLE   2,057,142 0 0
LIVERAMP HOLDINGS INC COM 53815P108 97,047 2,018,867 SH   SOLE   2,018,867 0 0
LUMINEX CORP COM 55027E102 82,058 3,543,106 SH   SOLE   3,543,106 0 0
MANHATTAN ASSOCIATES INC COM 562750109 93,814 1,176,353 SH   SOLE   1,176,353 0 0
MEDALLIA INC COM 584021109 85,014 2,732,694 SH   SOLE   2,732,694 0 0
NICE LTD COM 653656108 116,830 753,012 SH   SOLE   753,012 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 114,395 6,415,884 SH   SOLE   6,415,884 0 0
PROOFPOINT INC COM 743424103 70,996 618,538 SH   SOLE   618,538 0 0
SAILPOINT TECHNOLOGIES INC COM 78781P105 37,899 1,605,883 SH   SOLE   1,605,883 0 0
SERVICENOW INC COM 81762P102 102,260 362,213 SH   SOLE   362,213 0 0
TYLER TECHNOLOGIES INC COM 902252105 138,370 461,203 SH   SOLE   461,203 0 0
VERINT SYSTEMS INC COM 92343X100 133,854 2,417,879 SH   SOLE   2,417,879 0 0