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

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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 104,013 637,103 SH   SOLE   600,664 0 36,439
APPLIED MATLS INC COM 038222105 75,299 1,643,364 SH   SOLE   1,549,435 0 93,929
CORNERSTONE ONDEMAND INC COM 21925Y103 76,424 2,407,061 SH   SOLE   2,269,126 0 137,935
MASONITE INTL CORP NEW COM 575385109 105,045 2,213,812 SH   SOLE   2,087,122 0 126,690
OPEN TEXT CORP COM 683715106 144,323 4,132,969 SH   SOLE   3,896,245 0 236,724
PEGASYSTEMS INC COM 705573103 35,094 492,688 SH   SOLE   461,992 0 30,696
PROGRESS SOFTWARE CORP COM 743312100 27,958 873,695 SH   SOLE   820,105 0 53,590
PTC INC COM 69370C100 180,927 2,955,841 SH   SOLE   2,785,785 0 170,056
REALPAGE INC COM 75606N109 30,710 580,191 SH   SOLE   547,015 0 33,176
RESIDEO TECHNOLOGIES INC COM 76118Y104 43,031 8,890,761 SH   SOLE   8,382,375 0 508,386
SERVICENOW INC COM 81762P102 204,880 714,913 SH   SOLE   673,885 0 41,028
TALEND S A ADS 874224207 39,536 1,762,658 SH   SOLE   1,662,068 0 100,590
TYLER TECHNOLOGIES INC COM 902252105 135,644 457,390 SH   SOLE   431,083 0 26,307
WIX COM LTD SHS M98068105 33,367 330,952 SH   SOLE   311,848 0 19,104