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
ACCENTURE PLC IRELAND SHS CLASS A g1151c101 69,046 249,939 SH   SOLE   231,054 0 18,885
AUTODESK INC COM 052769106 53,072 191,492 SH   SOLE   177,024 0 14,468
COPART INC COM 217204106 119,748 1,102,548 SH   SOLE   1,019,279 0 83,269
DESCARTES SYS GROUP INC COM 249906108 55,201 906,276 SH   SOLE   837,846 0 68,430
MASONITE INTL CORP COM 575385109 217,381 1,886,329 SH   SOLE   1,743,819 0 142,510
PEGASYSTEMS INC COM 705573103 184,534 1,613,907 SH   SOLE   1,492,056 0 121,851
PRIMO WATER CORPORATION COM 74167P108 128,439 7,899,068 SH   SOLE   7,302,279 0 596,789
PTC INC COM 69370c100 265,223 1,926,796 SH   SOLE   1,781,282 0 145,514
R1 RCM INC COM 749397105 41,539 1,683,093 SH   SOLE   1,555,926 0 127,167
RESIDEO TECHNOLOGIES INC COM 76118Y104 234,439 8,298,723 SH   SOLE   7,672,123 0 626,600
SERVICENOW INC COM 81762P102 202,352 404,614 SH   SOLE   374,045 0 30,569
TALEND S A ADS 874224207 87,853 1,380,468 SH   SOLE   1,276,145 0 104,323
TYLER TECHNOLOGIES INC COM 902252105 109,825 258,698 SH   SOLE   239,154 0 19,544
WIX COM LTD SHS M98068105 79,278 283,925 SH   SOLE   262,487 0 21,438
WORKIVA INC COM CL A 98139A105 91,704 1,039,020 SH   SOLE   960,520 0 78,500