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 MED INC | COM | 05350V106 | 68,279 | 2,055,353 | SH | SOLE | 2,055,353 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 114,112 | 6,573,297 | SH | SOLE | 6,573,297 | 0 | 0 | ||
| CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 12,918 | 328,273 | SH | SOLE | 328,273 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 93,641 | 8,598,843 | SH | SOLE | 8,598,843 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 109,042 | 2,998,956 | SH | SOLE | 2,998,956 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 98,536 | 952,777 | SH | SOLE | 952,777 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 70,743 | 951,610 | SH | SOLE | 951,610 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 21,660 | 416,622 | SH | SOLE | 416,622 | 0 | 0 | ||
| LIVERAMP HLDGS INC | COM | 53815P108 | 74,788 | 1,444,614 | SH | SOLE | 1,444,614 | 0 | 0 | ||
| LUMINEX CORP DEL | COM | 55027E102 | 66,049 | 2,516,155 | SH | SOLE | 2,516,155 | 0 | 0 | ||
| MANHATTAN ASSOCS INC | COM | 562750109 | 77,737 | 814,090 | SH | SOLE | 814,090 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 14,758 | 538,222 | SH | SOLE | 538,222 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 140,532 | 619,002 | SH | SOLE | 619,002 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 144,529 | 4,354,603 | SH | SOLE | 4,354,603 | 0 | 0 | ||
| PAGERDUTY INC | COM | 69553P100 | 33,028 | 1,218,289 | SH | SOLE | 1,218,289 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 122,952 | 1,164,865 | SH | SOLE | 1,164,865 | 0 | 0 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 38,398 | 1,202,204 | SH | SOLE | 1,202,204 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 59,418 | 1,030,841 | SH | SOLE | 1,030,841 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 80,146 | 2,025,421 | SH | SOLE | 2,025,421 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 87,253 | 179,903 | SH | SOLE | 179,903 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 78,265 | 2,073,232 | SH | SOLE | 2,073,232 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 60,724 | 174,215 | SH | SOLE | 174,215 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 113,794 | 2,361,857 | SH | SOLE | 2,361,857 | 0 | 0 | ||