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 |
| AVANOS MEDICAL INC | COM | 05350V106 | 48,930 | 1,664,842 | SH | SOLE | 1,664,842 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 104,583 | 5,037,732 | SH | SOLE | 5,037,732 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 84,627 | 6,653,078 | SH | SOLE | 6,653,078 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 85,830 | 2,225,878 | SH | SOLE | 2,225,878 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 81,774 | 823,757 | SH | SOLE | 823,757 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 56,193 | 951,610 | SH | SOLE | 951,610 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 52,839 | 163,355 | SH | SOLE | 163,355 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 72,047 | 1,738,998 | SH | SOLE | 1,738,998 | 0 | 0 | ||
| LIVERAMP HOLDINGS INC | COM | 53815P108 | 78,109 | 1,839,146 | SH | SOLE | 1,839,146 | 0 | 0 | ||
| LUMINEX CORP | COM | 55027E102 | 87,325 | 2,684,459 | SH | SOLE | 2,684,459 | 0 | 0 | ||
| MANHATTAN ASSOCIATES INC | COM | 562750109 | 79,042 | 839,090 | SH | SOLE | 839,090 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 24,968 | 989,222 | SH | SOLE | 989,222 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 133,769 | 706,875 | SH | SOLE | 706,875 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 142,409 | 5,627,688 | SH | SOLE | 5,627,688 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 108,677 | 978,016 | SH | SOLE | 978,016 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 53,575 | 824,111 | SH | SOLE | 824,111 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES INC | COM | 78781P105 | 67,953 | 2,567,174 | SH | SOLE | 2,567,174 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 93,526 | 230,893 | SH | SOLE | 230,893 | 0 | 0 | ||
| TENABLE HOLDINGS INC | COM | 88025T102 | 41,643 | 1,396,935 | SH | SOLE | 1,396,935 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 65,635 | 189,215 | SH | SOLE | 189,215 | 0 | 0 | ||
| VERINT SYSTEMS INC | COM | 92343X100 | 97,735 | 2,163,241 | SH | SOLE | 2,163,241 | 0 | 0 | ||