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
AVANOS MEDICAL INC COM 05350V106 37,890 1,406,965 SH   SOLE   1,406,965 0 0
BOX INC CL A 10316T104 87,282 6,216,700 SH   SOLE   6,216,700 0 0
CLOUDERA INC COM 18914U100 55,675 7,074,308 SH   SOLE   7,074,308 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 60,120 1,893,533 SH   SOLE   1,893,533 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 69,643 813,971 SH   SOLE   813,971 0 0
ENTEGRIS INC COM 29362U104 42,156 941,610 SH   SOLE   941,610 0 0
LAM RESEARCH CORP COM 512807108 26,845 111,855 SH   SOLE   111,855 0 0
LIVEPERSON INC COM 538146101 46,867 2,060,106 SH   SOLE   2,060,106 0 0
LIVERAMP HOLDINGS INC COM 53815P108 82,297 2,499,923 SH   SOLE   2,499,923 0 0
LUMINEX CORP COM 55027E102 92,945 3,376,142 SH   SOLE   3,376,142 0 0
MANHATTAN ASSOCIATES INC COM 562750109 31,889 640,084 SH   SOLE   640,084 0 0
MEDALLIA INC COM 584021109 32,638 1,628,621 SH   SOLE   1,628,621 0 0
NICE LTD SPONSORED ADR 653656108 110,810 771,875 SH   SOLE   771,875 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 108,162 6,445,884 SH   SOLE   6,445,884 0 0
PROOFPOINT INC COM 743424103 81,201 791,508 SH   SOLE   791,508 0 0
REALPAGE INC COM 75606N109 21,800 411,871 SH   SOLE   411,871 0 0
SAILPOINT TECHNOLOGIES INC COM 78781P105 37,056 2,434,674 SH   SOLE   2,434,674 0 0
SERVICENOW INC COM 81762P102 71,901 250,893 SH   SOLE   250,893 0 0
TENABLE HOLDINGS INC COM 88025T102 24,446 1,118,319 SH   SOLE   1,118,319 0 0
TYLER TECHNOLOGIES INC COM 902252105 74,220 250,271 SH   SOLE   250,271 0 0
VERINT SYSTEMS INC COM 92343X100 76,661 1,782,811 SH   SOLE   1,782,811 0 0