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 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 58,091,336 | 199,209 | SH | SOLE | 199,209 | 0 | 0 | ||
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 33,090,902 | 635,508 | SH | SOLE | 635,508 | 0 | 0 | ||
| INTAPP INC | COM | 45827U109 | 92,316,444 | 1,930,095 | SH | SOLE | 1,930,095 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 51,735,165 | 431,738 | SH | SOLE | 431,738 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 45,931,697 | 1,581,670 | SH | SOLE | 1,581,670 | 0 | 0 | ||
| MORNINGSTAR INC | COM | 617700109 | 31,518,206 | 98,766 | SH | SOLE | 98,766 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 21,311,237 | 345,289 | SH | SOLE | 345,289 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 68,149,649 | 377,226 | SH | SOLE | 377,226 | 0 | 0 | ||
| Q2 HLDGS INC | COM | 74736L109 | 2,818,354 | 35,331 | SH | SOLE | 35,331 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 81,101,496 | 90,678 | SH | SOLE | 90,678 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 38,150,772 | 65,358 | SH | SOLE | 65,358 | 0 | 0 | ||
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | 48,878,991 | 1,638,585 | SH | SOLE | 1,638,585 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 23,052,095 | 2,674,257 | SH | SOLE | 2,674,257 | 0 | 0 | ||