The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 98,223 | 867,002 | SH | SOLE | 817,564 | 0 | 49,438 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 73,094 | 1,925,562 | SH | SOLE | 1,816,702 | 0 | 108,860 | ||
| APPLIED MATLS INC | COM | 038222105 | 109,378 | 4,563,110 | SH | SOLE | 4,306,225 | 0 | 256,885 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 77,427 | 2,918,479 | SH | SOLE | 2,753,304 | 0 | 165,175 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 109,245 | 2,870,326 | SH | SOLE | 2,706,673 | 0 | 163,653 | ||
| OPEN TEXT CORP | COM | 683715106 | 102,703 | 1,736,026 | SH | SOLE | 1,637,534 | 0 | 98,492 | ||
| ORACLE CORP | COM | 68389X105 | 48,295 | 1,179,930 | SH | SOLE | 1,113,152 | 0 | 66,778 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 184,599 | 6,722,456 | SH | SOLE | 6,366,974 | 0 | 355,482 | ||
| PTC INC | COM | 69370C100 | 86,444 | 2,300,265 | SH | SOLE | 2,169,119 | 0 | 131,146 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 60,852 | 3,273,346 | SH | SOLE | 3,086,164 | 0 | 187,182 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 94,566 | 1,110,706 | SH | SOLE | 1,048,154 | 0 | 62,552 | ||
| SABRE CORP | COM | 78573M104 | 75,044 | 2,801,179 | SH | SOLE | 2,642,695 | 0 | 158,484 | ||
| WATERS CORP | COM | 941848103 | 25,985 | 184,748 | SH | SOLE | 174,304 | 0 | 10,444 | ||