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
AVANOS MEDICAL INC COM 05350V106 1,823 42,717 SH   SOLE   42,717 0 0
BOX INC COM 10316T104 26,600 1,377,522 SH   SOLE   1,377,522 0 0
CLOUDERA INC COM 18914U100 62,801 5,740,465 SH   SOLE   5,740,465 0 0
COMSCORE INC COM 20564W105 83,863 4,141,373 SH   SOLE   4,141,373 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 97,556 1,780,864 SH   SOLE   1,780,864 0 0
CYBERARK SOFTWARE LTD COM M2682V108 86,231 724,326 SH   SOLE   724,326 0 0
ENTEGRIS INC COM 29362U104 65,703 1,840,943 SH   SOLE   1,840,943 0 0
LAM RESEARCH CORP COM 512807108 116,497 650,784 SH   SOLE   650,784 0 0
LIVEPERSON INC COM 538146101 67,707 2,333,131 SH   SOLE   2,333,131 0 0
LIVERAMP HOLDINGS INC COM 53815P108 53,042 972,003 SH   SOLE   972,003 0 0
LUMINEX CORP COM 55027E102 58,797 2,555,277 SH   SOLE   2,555,277 0 0
MANHATTAN ASSOCIATES INC COM 562750109 110,588 2,006,681 SH   SOLE   2,006,681 0 0
MONOTYPE IMAGING HOLDINGS INC COM 61022P100 70,487 3,543,863 SH   SOLE   3,543,863 0 0
NICE LTD COM 653656108 86,913 709,440 SH   SOLE   709,440 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 96,673 5,710,177 SH   SOLE   5,710,177 0 0
PROOFPOINT INC COM 743424103 59,202 487,541 SH   SOLE   487,541 0 0
SERVICENOW INC COM 81762P102 99,604 404,089 SH   SOLE   404,089 0 0
TYLER TECHNOLOGIES INC COM 902252105 87,260 426,909 SH   SOLE   426,909 0 0
VERINT SYSTEMS INC COM 92343X100 141,870 2,370,023 SH   SOLE   2,370,023 0 0