The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AVANOS MED INC | COM | 05350V106 | 71,792,994 | 2,653,104 | SH | SOLE | 2,653,104 | 0 | 0 | |||
BOX INC | CL A | 10316T104 | 121,658,126 | 3,908,067 | SH | SOLE | 3,908,067 | 0 | 0 | |||
COSTAR GROUP INC | COM | 22160N109 | 88,566,589 | 1,146,048 | SH | SOLE | 1,146,048 | 0 | 0 | |||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 150,703,475 | 1,162,387 | SH | SOLE | 1,162,387 | 0 | 0 | |||
DYNATRACE INC | COM NEW | 268150109 | 115,388,363 | 3,012,751 | SH | SOLE | 3,012,751 | 0 | 0 | |||
ENTEGRIS INC | COM | 29362U104 | 38,424,524 | 585,829 | SH | SOLE | 585,829 | 0 | 0 | |||
ENVESTNET INC | COM | 29404K106 | 56,606,665 | 917,450 | SH | SOLE | 917,450 | 0 | 0 | |||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 113,420,404 | 1,812,986 | SH | SOLE | 1,812,986 | 0 | 0 | |||
MANHATTAN ASSOCIATES INC | COM | 562750109 | 120,564,525 | 993,118 | SH | SOLE | 993,118 | 0 | 0 | |||
NICE LTD | SPONSORED ADR | 653656108 | 148,243,493 | 770,897 | SH | SOLE | 770,897 | 0 | 0 | |||
PAGERDUTY INC | COM | 69553P100 | 105,783,195 | 3,982,801 | SH | SOLE | 3,982,801 | 0 | 0 | |||
PROS HOLDINGS INC | COM | 74346Y103 | 70,257,882 | 2,896,038 | SH | SOLE | 2,896,038 | 0 | 0 | |||
SERVICENOW INC | COM | 81762P102 | 113,294,856 | 291,794 | SH | SOLE | 291,794 | 0 | 0 | |||
SPLUNK INC | COM | 848637104 | 24,101,842 | 279,961 | SH | SOLE | 279,961 | 0 | 0 | |||
TENABLE HLDGS INC | COM | 88025T102 | 134,774,947 | 3,532,764 | SH | SOLE | 3,532,764 | 0 | 0 | |||
TYLER TECHNOLOGIES INC | COM | 902252105 | 126,623,303 | 392,740 | SH | SOLE | 392,740 | 0 | 0 | |||
VARONIS SYS INC | COM | 922280102 | 17,546,871 | 732,952 | SH | SOLE | 732,952 | 0 | 0 | |||
VERINT SYS INC | COM | 92343X100 | 99,205,519 | 2,734,441 | SH | SOLE | 2,734,441 | 0 | 0 |