Q4 2018 Holdings
Filed 2019-02-14 | 13 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $173.6K | 3,442,143 | 14.5% |
| PTC Inc(PTC) | COM | 69370C100 | $150.3K | 1,812,649 | 12.6% |
| Open Text Corp(OTEX) | COM | 683715106 | $136.1K | 4,175,626 | 11.4% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $128.7K | 913,049 | 10.8% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $109.9K | 591,259 | 9.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $109.3K | 613,795 | 9.2% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $102.9K | 4,394,880 | 8.6% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $77.3K | 1,725,196 | 6.5% |
| Talend S A | ADS | 874224207 | $54.3K | 1,464,776 | 4.6% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $53.6K | 1,637,898 | 4.5% |
| National Instrs Corp | COM | 636518102 | $51.9K | 1,144,585 | 4.4% |
| Progress Software Corp(PRGS) | COM | 743312100 | $42.0K | 1,184,265 | 3.5% |
| Quanex Building Products COR(NX) | COM | 747619104 | $3.0K | 223,190 | 0.3% |