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 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 | 40,223,453 | 1,532,322 | SH | SOLE | 1,532,322 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 40,538,706 | 119,937 | SH | SOLE | 119,937 | 0 | 0 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 45,650,278 | 452,745 | SH | SOLE | 452,745 | 0 | 0 | ||
| INTAPP INC | COM | 45827U109 | 79,216,990 | 1,356,920 | SH | SOLE | 1,356,920 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 49,374,088 | 362,858 | SH | SOLE | 362,858 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 50,892,416 | 1,590,388 | SH | SOLE | 1,590,388 | 0 | 0 | ||
| MORNINGSTAR INC | COM | 617700109 | 30,428,409 | 101,472 | SH | SOLE | 101,472 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 19,655,012 | 297,713 | SH | SOLE | 297,713 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 50,508,587 | 325,967 | SH | SOLE | 325,967 | 0 | 0 | ||
| Q2 HLDGS INC | COM | 74736L109 | 2,800,110 | 34,997 | SH | SOLE | 34,997 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 62,592,527 | 78,620 | SH | SOLE | 78,620 | 0 | 0 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 30,292,075 | 204,042 | SH | SOLE | 204,042 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 32,906,674 | 56,600 | SH | SOLE | 56,600 | 0 | 0 | ||