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 | 136,555 | 834,738 | SH | SOLE | 783,365 | 0 | 51,373 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 26,433 | 455,040 | SH | SOLE | 427,111 | 0 | 27,929 | ||
| APPLIED MATLS INC | COM | 038222105 | 69,128 | 1,496,602 | SH | SOLE | 1,404,443 | 0 | 92,159 | ||
| AXALTA COATING SYS LTD | COM | g0750c108 | 111,658 | 3,683,876 | SH | SOLE | 3,456,971 | 0 | 226,905 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925y103 | 155,047 | 3,268,960 | SH | SOLE | 3,067,473 | 0 | 201,487 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 107,432 | 1,495,225 | SH | SOLE | 1,403,057 | 0 | 92,168 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 43,888 | 1,045,442 | SH | SOLE | 981,026 | 0 | 64,416 | ||
| OPEN TEXT CORP | COM | 683715106 | 134,123 | 3,811,407 | SH | SOLE | 3,576,470 | 0 | 234,937 | ||
| PTC INC | COM | 69370c100 | 197,301 | 2,103,199 | SH | SOLE | 1,973,622 | 0 | 129,577 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 62,490 | 3,481,348 | SH | SOLE | 3,267,199 | 0 | 214,149 | ||
| SABRE CORP | COM | 78573m104 | 71,862 | 2,916,475 | SH | SOLE | 2,736,747 | 0 | 179,728 | ||
| SERVICENOW INC | COM | 81762P102 | 67,724 | 392,672 | SH | SOLE | 368,479 | 0 | 24,193 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 112,423 | 506,183 | SH | SOLE | 474,993 | 0 | 31,190 | ||
| WATERS CORP | COM | 941848103 | 33,460 | 172,837 | SH | SOLE | 162,393 | 0 | 10,444 | ||