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 36,167 168,728 SH   SOLE   165,132 0 3,596
COPART INC COM 217204106 113,114 901,521 SH   SOLE   882,308 0 19,213
COUPA SOFTWARE INC COM 22266L106 23,937 235,533 SH   SOLE   230,515 0 5,018
CYBERARK SOFTWARE LTD SHS M2682V108 95,525 566,077 SH   SOLE   554,016 0 12,061
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 11,093 450,000 SH   SOLE   440,412 0 9,588
MASONITE INTL CORP COM 575385109 132,183 1,486,200 SH   SOLE   1,454,529 0 31,671
MORNINGSTAR INC COM 617700109 61,583 225,439 SH   SOLE   220,634 0 4,805
NICE LTD SPONSORED ADR 653656108 76,537 349,486 SH   SOLE   342,040 0 7,446
PEGASYSTEMS INC COM 705573103 129,706 1,608,263 SH   SOLE   1,573,998 0 34,265
PRIMO WATER CORPORATION COM 74167P108 92,143 6,466,184 SH   SOLE   6,328,314 0 137,870
PTC INC COM 69370C100 126,599 1,175,261 SH   SOLE   1,150,221 0 25,040
RESIDEO TECHNOLOGIES INC COM 76118Y104 119,748 5,025,110 SH   SOLE   4,918,044 0 107,066
SERVICENOW INC COM 81762P102 172,142 309,113 SH   SOLE   302,527 0 6,586
TYLER TECHNOLOGIES INC COM 902252105 94,338 212,047 SH   SOLE   207,529 0 4,518
WORKIVA INC COM CL A 98139A105 150,149 1,272,451 SH   SOLE   1,245,336 0 27,115