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 |
|
||||||||||||||||
| 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 MEDICAL INC | COM | 05350V106 | 45,427 | 1,212,686 | SH | SOLE | 1,212,686 | 0 | 0 | ||
| BOX INC | COM | 10316T104 | 72,319 | 4,367,107 | SH | SOLE | 4,367,107 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 61,891 | 6,985,437 | SH | SOLE | 6,985,437 | 0 | 0 | ||
| COMSCORE INC | COM | 20564W105 | 5,636 | 2,950,988 | SH | SOLE | 2,950,988 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 100,179 | 1,827,422 | SH | SOLE | 1,827,422 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | COM | M2682V108 | 74,739 | 748,738 | SH | SOLE | 748,738 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 75,401 | 1,602,233 | SH | SOLE | 1,602,233 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 102,253 | 442,445 | SH | SOLE | 442,445 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 67,302 | 1,885,218 | SH | SOLE | 1,885,218 | 0 | 0 | ||
| LIVERAMP HOLDINGS INC | COM | 53815P108 | 78,154 | 1,819,238 | SH | SOLE | 1,819,238 | 0 | 0 | ||
| LUMINEX CORP | COM | 55027E102 | 69,437 | 3,362,563 | SH | SOLE | 3,362,563 | 0 | 0 | ||
| MANHATTAN ASSOCIATES INC | COM | 562750109 | 90,997 | 1,128,011 | SH | SOLE | 1,128,011 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 74,958 | 2,732,694 | SH | SOLE | 2,732,694 | 0 | 0 | ||
| NICE LTD | COM | 653656108 | 102,635 | 713,732 | SH | SOLE | 713,732 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 99,114 | 6,076,877 | SH | SOLE | 6,076,877 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 66,824 | 517,818 | SH | SOLE | 517,818 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES INC | COM | 78781P105 | 23,033 | 1,232,374 | SH | SOLE | 1,232,374 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 71,068 | 279,962 | SH | SOLE | 279,962 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 126,075 | 480,284 | SH | SOLE | 480,284 | 0 | 0 | ||
| VERINT SYSTEMS INC | COM | 92343X100 | 94,650 | 2,212,486 | SH | SOLE | 2,212,486 | 0 | 0 | ||