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
AUTODESK INC COM 052769106 52,320 183,471 SH   SOLE   167,829 0 15,642
COPART INC COM 217204106 135,675 978,046 SH   SOLE   894,777 0 83,269
DESCARTES SYS GROUP INC COM 249906108 72,755 895,331 SH   SOLE   818,992 0 76,339
MASONITE INTL CORP COM 575385109 177,641 1,673,806 SH   SOLE   1,531,296 0 142,510
MORNINGSTAR INC COM 617700109 63,169 243,867 SH   SOLE   223,070 0 20,797
NICE LTD SPONSORED ADR 653656108 51,778 182,291 SH   SOLE   166,541 0 15,750
PEGASYSTEMS INC COM 705573103 202,171 1,590,642 SH   SOLE   1,455,015 0 135,627
PRIMO WATER CORPORATION COM 74167P108 110,219 7,011,373 SH   SOLE   6,414,584 0 596,789
PTC INC COM 69370c100 204,744 1,709,194 SH   SOLE   1,563,680 0 145,514
R1 RCM INC COM 749397105 33,581 1,525,703 SH   SOLE   1,395,855 0 129,848
RESIDEO TECHNOLOGIES INC COM 76118Y104 182,544 7,363,610 SH   SOLE   6,737,010 0 626,600
SERVICENOW INC COM 81762P102 208,337 334,801 SH   SOLE   306,257 0 28,544
TYLER TECHNOLOGIES INC COM 902252105 105,323 229,636 SH   SOLE   210,092 0 19,544
WIX COM LTD SHS M98068105 52,050 265,601 SH   SOLE   242,961 0 22,640
WORKIVA INC COM CL A 98139A105 153,420 1,088,397 SH   SOLE   995,584 0 92,813