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   3,319,183 16,222 SH   SOLE   16,222 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   75,354,343 482,021 SH   SOLE   482,021 0 0
INTAPP INC COM 45827U109   59,595,601 1,421,990 SH   SOLE   1,421,990 0 0
JABIL INC COM 466313103   97,447,730 902,879 SH   SOLE   902,879 0 0
JFROG LTD ORD SHS M6191J100   57,278,836 2,067,828 SH   SOLE   2,067,828 0 0
MASONITE INTL CORP COM 575385109   72,925,295 711,883 SH   SOLE   711,883 0 0
MORNINGSTAR INC COM 617700109   53,736,905 274,070 SH   SOLE   274,070 0 0
NICE LTD SPONSORED ADR 653656108   63,015,747 305,161 SH   SOLE   305,161 0 0
PRIMO WATER CORPORATION COM 74167P108   29,023,642 2,314,485 SH   SOLE   2,314,485 0 0
PTC INC COM 69370C100   133,196,500 936,026 SH   SOLE   936,026 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   74,346,640 4,209,889 SH   SOLE   4,209,889 0 0
SERVICENOW INC COM 81762P102   137,625,891 244,899 SH   SOLE   244,899 0 0
SPRINKLR INC CL A 85208T107   65,388,323 4,728,006 SH   SOLE   4,728,006 0 0
TYLER TECHNOLOGIES INC COM 902252105   66,615,626 159,953 SH   SOLE   159,953 0 0
WORKIVA INC COM CL A 98139A105   38,660,281 380,290 SH   SOLE   380,290 0 0
ZUORA INC COM CL A 98983V106   72,781,518 6,634,596 SH   SOLE   6,634,596 0 0