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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AUTODESK INC COM 052769106   29,633,097 158,576 SH   SOLE   158,576 0 0
COUPA SOFTWARE INC COM 22266L106   28,778,137 363,498 SH   SOLE   363,498 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   71,919,837 554,723 SH   SOLE   554,723 0 0
INTAPP INC COM 45827U109   950,513 38,112 SH   SOLE   38,112 0 0
ISHARES TR EXPANDED TECH 464287515   8,527,481 33,330 SH   SOLE   33,330 0 0
ISHARES TR RUSEL 2500 ETF 46435G268   3,874,384 72,909 SH   SOLE   72,909 0 0
MASONITE INTL CORP COM 575385109   107,013,402 1,327,545 SH   SOLE   1,327,545 0 0
MORNINGSTAR INC COM 617700109   64,690,235 298,676 SH   SOLE   298,676 0 0
NICE LTD SPONSORED ADR 653656108   58,281,707 303,077 SH   SOLE   303,077 0 0
PRIMO WATER CORPORATION COM 74167P108   89,754,596 5,775,714 SH   SOLE   5,775,714 0 0
PTC INC COM 69370C100   127,416,098 1,061,447 SH   SOLE   1,061,447 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   73,839,066 4,488,697 SH   SOLE   4,488,697 0 0
SERVICENOW INC COM 81762P102   142,101,384 365,986 SH   SOLE   365,986 0 0
TYLER TECHNOLOGIES INC COM 902252105   58,289,794 180,794 SH   SOLE   180,794 0 0
WORKIVA INC COM CL A 98139A105   87,704,650 1,044,476 SH   SOLE   1,044,476 0 0
ZUORA INC COM CL A 98983V106   31,169,063 4,900,796 SH   SOLE   4,900,796 0 0