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
AUTODESK INC COM 052769106 29,031 168,822 SH   SOLE   165,226 0 3,596
AVALARA INC COM 05338G106 61,751 874,654 SH   SOLE   855,945 0 18,709
COPART INC COM 217204106 56,195 517,160 SH   SOLE   506,146 0 11,014
COUPA SOFTWARE INC COM 22266L106 23,746 415,863 SH   SOLE   407,008 0 8,855
CYBERARK SOFTWARE LTD SHS M2682V108 75,098 586,887 SH   SOLE   574,392 0 12,495
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 20,621 899,294 SH   SOLE   880,145 0 19,149
MASONITE INTL CORP COM 575385109 114,247 1,487,008 SH   SOLE   1,455,337 0 31,671
MORNINGSTAR INC COM 617700109 72,054 297,952 SH   SOLE   291,608 0 6,344
NICE LTD SPONSORED ADR 653656108 67,293 349,667 SH   SOLE   342,221 0 7,446
PEGASYSTEMS INC COM 705573103 31,117 650,440 SH   SOLE   636,484 0 13,956
PRIMO WATER CORPORATION COM 74167P108 86,562 6,469,516 SH   SOLE   6,331,646 0 137,870
PTC INC COM 69370C100 125,043 1,175,882 SH   SOLE   1,150,842 0 25,040
RESIDEO TECHNOLOGIES INC COM 76118Y104 97,639 5,027,758 SH   SOLE   4,920,692 0 107,066
SERVICENOW INC COM 81762P102 147,070 309,283 SH   SOLE   302,697 0 6,586
TYLER TECHNOLOGIES INC COM 902252105 63,852 192,047 SH   SOLE   187,955 0 4,092
WORKIVA INC COM CL A 98139A105 73,412 1,112,476 SH   SOLE   1,088,787 0 23,689