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 | 2,019 | 9,590 | SH | SOLE | N/A | 9,590 | 0 | 0 | |
| ADOBE INC | COM | 00724F101 | 1,946 | 5,900 | SH | SOLE | N/A | 5,900 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,887 | 1,409 | SH | SOLE | N/A | 1,409 | 0 | 0 | |
| ALTERYX INC | COM CL A | 02156B103 | 2,119 | 7,825 | SH | SOLE | N/A | 7,825 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 2,962 | 1,603 | SH | SOLE | N/A | 1,603 | 0 | 0 | |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 1,828 | 10,720 | SH | SOLE | N/A | 10,720 | 0 | 0 | |
| ETSY INC | COM | 29786A106 | 2,027 | 45,767 | SH | SOLE | N/A | 45,767 | 0 | 0 | |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 2,434 | 17,500 | SH | SOLE | N/A | 17,500 | 0 | 0 | |
| GENPACT LIMITED | SHS | G3922B107 | 1,947 | 46,170 | SH | SOLE | N/A | 46,170 | 0 | 0 | |
| GLOBAL PMTS INC | COM | 37940X102 | 3,758 | 20,587 | SH | SOLE | N/A | 20,587 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 1,920 | 28,270 | SH | SOLE | N/A | 28,270 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 941 | 5,970 | SH | SOLE | N/A | 5,970 | 0 | 0 | |
| MONGODB INC | CL A | 60937P106 | 582 | 4,425 | SH | SOLE | N/A | 4,425 | 0 | 0 | |
| NASDAQ INC | COM | 631103108 | 1,892 | 17,670 | SH | SOLE | N/A | 17,670 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,889 | 17,460 | SH | SOLE | N/A | 17,460 | 0 | 0 | |
| PEGASYSTEMS INC | COM | 705573103 | 1,957 | 24,570 | SH | SOLE | N/A | 24,570 | 0 | 0 | |
| REALPAGE INC | COM | 75606N109 | 1,852 | 34,455 | SH | SOLE | N/A | 34,455 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 2,897 | 17,814 | SH | SOLE | N/A | 17,814 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 2,779 | 9,845 | SH | SOLE | N/A | 9,845 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 1,486 | 7,911 | SH | SOLE | N/A | 7,911 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 2,627 | 12,542 | SH | SOLE | N/A | 12,542 | 0 | 0 | |
| WIX COM LTD | SHS | M98068105 | 1,036 | 8,465 | SH | SOLE | N/A | 8,465 | 0 | 0 | |
| WNS HOLDINGS LTD | SPON ADR | 92932M101 | 1,973 | 29,820 | SH | SOLE | N/A | 29,820 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 955 | 5,805 | SH | SOLE | N/A | 5,805 | 0 | 0 | |