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 MED INC | COM | 05350V106 | 84,053 | 1,921,655 | SH | SOLE | 1,921,655 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 161,165 | 7,019,394 | SH | SOLE | 7,019,394 | 0 | 0 | ||
| CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 62,194 | 1,622,175 | SH | SOLE | 1,622,175 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 109,002 | 8,956,622 | SH | SOLE | 8,956,622 | 0 | 0 | ||
| COGNYTE SOFTWARE LTD | ORD SHS | M25133105 | 64,488 | 2,318,884 | SH | SOLE | 2,318,884 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 131,203 | 3,010,624 | SH | SOLE | 3,010,624 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 124,732 | 964,373 | SH | SOLE | 964,373 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 99,292 | 888,122 | SH | SOLE | 888,122 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 68,631 | 675,299 | SH | SOLE | 675,299 | 0 | 0 | ||
| LIVERAMP HLDGS INC | COM | 53815P108 | 113,161 | 2,181,207 | SH | SOLE | 2,181,207 | 0 | 0 | ||
| LUMINEX CORP DEL | COM | 55027E102 | 91,965 | 2,882,906 | SH | SOLE | 2,882,906 | 0 | 0 | ||
| MANHATTAN ASSOCIATES INC | COM | 562750109 | 93,006 | 792,350 | SH | SOLE | 792,350 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 5,947 | 213,225 | SH | SOLE | 213,225 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 171,344 | 786,089 | SH | SOLE | 786,089 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 156,702 | 3,590,793 | SH | SOLE | 3,590,793 | 0 | 0 | ||
| PAGERDUTY INC | COM | 69553P100 | 42,011 | 1,044,282 | SH | SOLE | 1,044,282 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 176,578 | 1,403,755 | SH | SOLE | 1,403,755 | 0 | 0 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 92,418 | 2,174,546 | SH | SOLE | 2,174,546 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 74,351 | 1,468,218 | SH | SOLE | 1,468,218 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 94,622 | 189,203 | SH | SOLE | 189,203 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 110,704 | 3,059,391 | SH | SOLE | 3,059,391 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 52,786 | 124,340 | SH | SOLE | 124,340 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 105,063 | 2,309,581 | SH | SOLE | 2,309,581 | 0 | 0 | ||