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
AVALARA INC COM 05338G106 19,378 211,084 SH   SOLE   211,084 0 0
AVANOS MED INC COM 05350V106 60,507 2,778,104 SH   SOLE   2,778,104 0 0
BOX INC CL A 10316T104 91,177 3,738,306 SH   SOLE   3,738,306 0 0
COSTAR GROUP INC COM 22160N109 79,822 1,146,048 SH   SOLE   1,146,048 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 166,611 1,111,183 SH   SOLE   1,111,183 0 0
DYNATRACE INC COM NEW 268150109 74,402 2,137,369 SH   SOLE   2,137,369 0 0
ENTEGRIS INC COM 29362U104 43,702 526,405 SH   SOLE   526,405 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 93,970 1,525,988 SH   SOLE   1,525,988 0 0
LIVERAMP HLDGS INC COM 53815P108 49,188 2,708,610 SH   SOLE   2,708,610 0 0
MANHATTAN ASSOCIATES INC COM 562750109 130,706 982,528 SH   SOLE   982,528 0 0
NICE LTD SPONSORED ADR 653656108 136,522 725,257 SH   SOLE   725,257 0 0
PAGERDUTY INC COM 69553P100 90,153 3,907,801 SH   SOLE   3,907,801 0 0
PROS HOLDINGS INC COM 74346Y103 80,764 3,269,779 SH   SOLE   3,269,779 0 0
SERVICENOW INC COM 81762P102 108,296 286,794 SH   SOLE   286,794 0 0
TENABLE HLDGS INC COM 88025T102 108,782 3,125,917 SH   SOLE   3,125,917 0 0
TYLER TECHNOLOGIES INC COM 902252105 122,364 352,127 SH   SOLE   352,127 0 0
VERINT SYS INC COM 92343X100 91,823 2,734,441 SH   SOLE   2,734,441 0 0