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 54,288 185,980 SH   SOLE   170,338 0 15,642
COPART INC COM 217204106 130,811 992,272 SH   SOLE   909,003 0 83,269
CORNERSTONE ONDEMAND INC COM 21925y103 36,452 706,703 SH   SOLE   646,408 0 60,295
DESCARTES SYS GROUP INC COM 249906108 62,776 907,694 SH   SOLE   831,355 0 76,339
MASONITE INTL CORP COM 575385109 189,837 1,698,160 SH   SOLE   1,555,650 0 142,510
MORNINGSTAR INC COM 617700109 60,424 235,012 SH   SOLE   214,959 0 20,053
PEGASYSTEMS INC COM 705573103 224,573 1,613,425 SH   SOLE   1,477,798 0 135,627
PRIMO WATER CORPORATION COM 74167P108 118,917 7,108,019 SH   SOLE   6,511,230 0 596,789
PTC INC COM 69370c100 244,940 1,733,968 SH   SOLE   1,588,454 0 145,514
R1 RCM INC COM 749397105 34,420 1,547,641 SH   SOLE   1,417,793 0 129,848
RESIDEO TECHNOLOGIES INC COM 76118Y104 224,113 7,470,434 SH   SOLE   6,843,834 0 626,600
SERVICENOW INC COM 81762P102 186,757 339,836 SH   SOLE   311,292 0 28,544
TYLER TECHNOLOGIES INC COM 902252105 105,309 232,794 SH   SOLE   213,250 0 19,544
WIX COM LTD SHS M98068105 78,185 269,343 SH   SOLE   246,703 0 22,640
WORKIVA INC COM CL A 98139A105 122,930 1,104,194 SH   SOLE   1,011,381 0 92,813