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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | g1151c101 | 127,207 | 828,711 | SH | SOLE | 777,338 | 0 | 51,373 | ||
| ADVANCED ENERGY INDS | COM | 007973100 | 28,865 | 451,726 | SH | SOLE | 423,797 | 0 | 27,929 | ||
| APPLIED MATLS INC | COM | 038222105 | 82,625 | 1,485,791 | SH | SOLE | 1,393,632 | 0 | 92,159 | ||
| AXALTA COATING SYS LTD | COM | g0750c108 | 110,415 | 3,657,344 | SH | SOLE | 3,430,439 | 0 | 226,905 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925y103 | 121,067 | 3,095,563 | SH | SOLE | 2,903,365 | 0 | 192,198 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 81,355 | 1,326,080 | SH | SOLE | 1,243,822 | 0 | 82,258 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 52,484 | 1,037,857 | SH | SOLE | 973,441 | 0 | 64,416 | ||
| OPEN TEXT CORP | COM | 683715106 | 122,586 | 3,522,591 | SH | SOLE | 3,303,791 | 0 | 218,800 | ||
| PTC INC | COM | 69370c100 | 162,885 | 2,087,999 | SH | SOLE | 1,958,422 | 0 | 129,577 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 59,415 | 3,414,678 | SH | SOLE | 3,200,867 | 0 | 213,811 | ||
| SABRE CORP | COM | 78573m104 | 62,107 | 2,895,447 | SH | SOLE | 2,715,719 | 0 | 179,728 | ||
| SERVICENOW INC | COM | 81762P102 | 64,498 | 389,834 | SH | SOLE | 365,641 | 0 | 24,193 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 106,010 | 502,511 | SH | SOLE | 471,321 | 0 | 31,190 | ||
| WATERS CORP | COM | 941848103 | 34,068 | 171,497 | SH | SOLE | 161,053 | 0 | 10,444 | ||