Q1 2019 Holdings
Filed 2019-05-15 | 13 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $179.3K | 3,273,458 | 11.9% |
| PTC Inc(PTC) | COM | 69370C100 | $170.4K | 1,848,341 | 11.3% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $163.7K | 929,917 | 10.9% |
| Open Text Corp(OTEX) | COM | 683715106 | $163.4K | 4,252,015 | 10.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $154.3K | 625,947 | 10.2% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $123.4K | 603,931 | 8.2% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $114.2K | 4,530,688 | 7.6% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $95.6K | 1,916,346 | 6.3% |
| Talend S A | ADS | 874224207 | $90.4K | 1,787,860 | 6.0% |
| Resideo Technologies Inc(REZI) | COM | 76118Y104 | $77.4K | 4,012,474 | 5.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $66.2K | 1,668,107 | 4.4% |
| Instructure Inc | COM | 45781U103 | $55.8K | 1,183,192 | 3.7% |
| National Instrs Corp | COM | 636518102 | $51.7K | 1,165,678 | 3.4% |