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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AUTODESK INC COM 052769106   32,839,738 157,762 SH   SOLE   157,762 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   83,252,364 562,592 SH   SOLE   562,592 0 0
INTAPP INC COM 45827U109   6,900,159 153,884 SH   SOLE   153,884 0 0
JABIL INC COM 466313103   51,784,214 587,389 SH   SOLE   587,389 0 0
JFROG LTD ORD SHS M6191J100   36,952,827 1,875,778 SH   SOLE   1,875,778 0 0
MASONITE INTL CORP COM 575385109   72,437,002 798,028 SH   SOLE   798,028 0 0
MORNINGSTAR INC COM 617700109   61,282,575 301,840 SH   SOLE   301,840 0 0
NICE LTD SPONSORED ADR 653656108   69,522,820 303,739 SH   SOLE   303,739 0 0
PRIMO WATER CORPORATION COM 74167P108   72,327,358 4,711,880 SH   SOLE   4,711,880 0 0
PTC INC COM 69370C100   131,064,011 1,022,101 SH   SOLE   1,022,101 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   75,451,431 4,127,540 SH   SOLE   4,127,540 0 0
SERVICENOW INC COM 81762P102   166,398,108 358,061 SH   SOLE   358,061 0 0
SPRINKLR INC CL A 85208T107   46,638,996 3,598,688 SH   SOLE   3,598,688 0 0
TYLER TECHNOLOGIES INC COM 902252105   61,872,268 174,465 SH   SOLE   174,465 0 0
WORKIVA INC COM CL A 98139A105   66,464,397 649,003 SH   SOLE   649,003 0 0
ZUORA INC COM CL A 98983V106   71,462,297 7,233,026 SH   SOLE   7,233,026 0 0