Q4 2017 Holdings
Filed 2018-02-14 | 15 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progress Software Corp(PRGS) | COM | 743312100 | $184.3K | 4,328,476 | 14.3% |
| PTC Inc(PTC) | COM | 69370C100 | $126.6K | 2,082,654 | 9.8% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $120.2K | 785,142 | 9.3% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $114.3K | 3,533,511 | 8.9% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $104.3K | 2,950,979 | 8.1% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $94.6K | 1,276,446 | 7.3% |
| Open Text Corp(OTEX) | COM | 683715106 | $94.5K | 2,649,719 | 7.3% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $85.8K | 484,453 | 6.6% |
| Quanex Building Products COR(NX) | COM | 747619104 | $80.0K | 3,417,958 | 6.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $75.6K | 1,479,361 | 5.9% |
| Sabre Corp(SABR) | COM | 78573M104 | $58.9K | 2,870,732 | 4.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $48.8K | 373,880 | 3.8% |
| National Instrs Corp | COM | 636518102 | $41.4K | 995,135 | 3.2% |
| Waters Corp(WAT) | COM | 941848103 | $32.4K | 167,640 | 2.5% |
| Advanced Energy Inds(AEIS) | COM | 007973100 | $29.8K | 441,347 | 2.3% |