Q3 2018 Holdings
Filed 2018-11-14 | 14 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PTC Inc(PTC) | COM | 69370C100 | $191.0K | 1,798,263 | 13.3% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $181.9K | 3,204,616 | 12.7% |
| Open Text Corp(OTEX) | COM | 683715106 | $157.4K | 4,138,027 | 11.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $154.1K | 905,295 | 10.7% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $134.6K | 549,394 | 9.4% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $116.6K | 3,997,373 | 8.1% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $104.1K | 1,623,617 | 7.3% |
| Servicenow Inc(NOW) | COM | 81762P102 | $83.4K | 426,213 | 5.8% |
| Talend S A | ADS | 874224207 | $67.4K | 965,860 | 4.7% |
| Quanex Building Products COR(NX) | COM | 747619104 | $63.3K | 3,480,180 | 4.4% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $62.8K | 1,624,026 | 4.4% |
| National Instrs Corp | COM | 636518102 | $54.8K | 1,134,628 | 3.8% |
| Teradata Corp del(TDC) | COM | 88076W103 | $54.5K | 1,444,649 | 3.8% |
| Progress Software Corp(PRGS) | COM | 743312100 | $9.8K | 276,408 | 0.7% |