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 | 132,666 | 630,035 | SH | SOLE | 593,596 | 0 | 36,439 | ||
| APPLIED MATLS INC | COM | 038222105 | 99,193 | 1,625,048 | SH | SOLE | 1,531,119 | 0 | 93,929 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 47,384 | 1,558,698 | SH | SOLE | 1,468,444 | 0 | 90,254 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 178,904 | 3,055,573 | SH | SOLE | 2,882,975 | 0 | 172,598 | ||
| INSTRUCTURE INC | COM | 45781U103 | 138,147 | 2,865,524 | SH | SOLE | 2,703,725 | 0 | 161,799 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 149,578 | 2,071,425 | SH | SOLE | 1,951,465 | 0 | 119,960 | ||
| OPEN TEXT CORP | COM | 683715106 | 157,430 | 3,572,280 | SH | SOLE | 3,365,593 | 0 | 206,687 | ||
| PTC INC | COM | 69370C100 | 186,721 | 2,493,272 | SH | SOLE | 2,348,863 | 0 | 144,409 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 92,830 | 7,781,233 | SH | SOLE | 7,331,691 | 0 | 449,542 | ||
| SERVICENOW INC | COM | 81762P102 | 189,537 | 671,354 | SH | SOLE | 632,522 | 0 | 38,832 | ||
| TALEND S A | ADS | 874224207 | 68,157 | 1,742,709 | SH | SOLE | 1,642,119 | 0 | 100,590 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 176,346 | 587,781 | SH | SOLE | 553,791 | 0 | 33,990 | ||