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
Estimated average burden
hours per response: 23.8

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 89,348 342,054 SH   SOLE   317,335 0 24,719
AUTODESK INC COM 052769106 61,101 200,109 SH   SOLE   185,649 0 14,460
COPART INC COM 217204106 141,308 1,110,477 SH   SOLE   1,030,129 0 80,348
DESCARTES SYS GROUP INC COM 249906108 55,588 950,544 SH   SOLE   881,768 0 68,776
MASONITE INTL CORP COM 575385109 187,085 1,902,430 SH   SOLE   1,764,934 0 137,496
PEGASYSTEMS INC COM 705573103 164,412 1,233,772 SH   SOLE   1,144,503 0 89,269
PRIMO WATER CORPORATION COM 74167P108 125,043 7,974,711 SH   SOLE   7,397,705 0 577,006
PTC INC COM 69370c100 294,661 2,463,511 SH   SOLE   2,285,159 0 178,352
R1 RCM INC COM 749397105 39,589 1,648,183 SH   SOLE   1,528,921 0 119,262
RESIDEO TECHNOLOGIES INC COM 76118Y104 185,518 8,726,156 SH   SOLE   8,095,572 0 630,584
SERVICENOW INC COM 81762P102 233,111 423,507 SH   SOLE   392,940 0 30,567
TALEND S A ADS 874224207 79,236 2,066,673 SH   SOLE   1,909,012 0 157,661
TYLER TECHNOLOGIES INC COM 902252105 119,078 272,789 SH   SOLE   253,127 0 19,662
WIX COM LTD SHS M98068105 73,165 292,706 SH   SOLE   271,527 0 21,179
WORKIVA INC COM CL A 98139A105 94,670 1,033,292 SH   SOLE   958,529 0 74,763