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 |
| AVANOS MEDICAL INC | COM | 05350V106 | 37,890 | 1,406,965 | SH | SOLE | 1,406,965 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 87,282 | 6,216,700 | SH | SOLE | 6,216,700 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 55,675 | 7,074,308 | SH | SOLE | 7,074,308 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 60,120 | 1,893,533 | SH | SOLE | 1,893,533 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 69,643 | 813,971 | SH | SOLE | 813,971 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 42,156 | 941,610 | SH | SOLE | 941,610 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 26,845 | 111,855 | SH | SOLE | 111,855 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 46,867 | 2,060,106 | SH | SOLE | 2,060,106 | 0 | 0 | ||
| LIVERAMP HOLDINGS INC | COM | 53815P108 | 82,297 | 2,499,923 | SH | SOLE | 2,499,923 | 0 | 0 | ||
| LUMINEX CORP | COM | 55027E102 | 92,945 | 3,376,142 | SH | SOLE | 3,376,142 | 0 | 0 | ||
| MANHATTAN ASSOCIATES INC | COM | 562750109 | 31,889 | 640,084 | SH | SOLE | 640,084 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 32,638 | 1,628,621 | SH | SOLE | 1,628,621 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 110,810 | 771,875 | SH | SOLE | 771,875 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 108,162 | 6,445,884 | SH | SOLE | 6,445,884 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 81,201 | 791,508 | SH | SOLE | 791,508 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 21,800 | 411,871 | SH | SOLE | 411,871 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES INC | COM | 78781P105 | 37,056 | 2,434,674 | SH | SOLE | 2,434,674 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 71,901 | 250,893 | SH | SOLE | 250,893 | 0 | 0 | ||
| TENABLE HOLDINGS INC | COM | 88025T102 | 24,446 | 1,118,319 | SH | SOLE | 1,118,319 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 74,220 | 250,271 | SH | SOLE | 250,271 | 0 | 0 | ||
| VERINT SYSTEMS INC | COM | 92343X100 | 76,661 | 1,782,811 | SH | SOLE | 1,782,811 | 0 | 0 | ||