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
AVALARA INC COM 05338G106 86,069 1,219,105 SH   SOLE   1,219,105 0 0
AVANOS MED INC COM 05350V106 81,443 2,978,889 SH   SOLE   2,978,889 0 0
BOX INC CL A 10316T104 136,855 5,443,714 SH   SOLE   5,443,714 0 0
COSTAR GROUP INC COM 22160N109 69,233 1,146,048 SH   SOLE   1,146,048 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 142,187 1,111,183 SH   SOLE   1,111,183 0 0
DYNATRACE INC COM NEW 268150109 75,441 1,912,793 SH   SOLE   1,912,793 0 0
ENTEGRIS INC COM 29362U104 62,728 680,861 SH   SOLE   680,861 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 104,070 1,465,988 SH   SOLE   1,465,988 0 0
LIVERAMP HLDGS INC COM 53815P108 81,015 3,138,906 SH   SOLE   3,138,906 0 0
MANHATTAN ASSOCIATES INC COM 562750109 112,598 982,528 SH   SOLE   982,528 0 0
NICE LTD SPONSORED ADR 653656108 172,271 895,148 SH   SOLE   895,148 0 0
PAGERDUTY INC COM 69553P100 94,684 3,820,970 SH   SOLE   3,820,970 0 0
PROS HOLDINGS INC COM 74346Y103 90,671 3,456,749 SH   SOLE   3,456,749 0 0
SERVICENOW INC COM 81762P102 136,376 286,794 SH   SOLE   286,794 0 0
TENABLE HLDGS INC COM 88025T102 129,397 2,849,517 SH   SOLE   2,849,517 0 0
TYLER TECHNOLOGIES INC COM 902252105 117,075 352,127 SH   SOLE   352,127 0 0
VERINT SYS INC COM 92343X100 131,139 3,096,564 SH   SOLE   3,096,564 0 0
ZENDESK INC COM 98936J101 91,489 1,235,166 SH   SOLE   1,235,166 0 0