Companies covered: Fidelity National Information Services, Inc. (NYSE:FIS), Total System Services, Inc. (NYSE:TSS), Experian plc (ADR) (OTCMKTS:EXPGY), Equifax, Inc. (NYSE:EFX), Bottomline Technologies, Inc. (NASDAQ:EPAY), The Rubicon Project, Inc. (NYSE:RUBI), Global Payments Inc. (NYSE:GPN), Heartland Payment Systems, Inc. (NYSE:HPY), Alliance Data Systems Corporation (NYSE:ADS), Tableau Software, Inc. (NYSE:DATA), LinkedIn Corporation (NYSE:LNKD), Atlassian Corporation PLC (NASDAQ:TEAM), Salesforce.com Inc (NYSE:CRM), Workday, Inc. (NYSE:WDAY), Netsuite Inc (NYSE:N), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Microsoft Corporation (NASDAQ:MSFT), Splunk Inc. (NASDAQ:SPLK), AlarmCom Hldg Inc (NASDAQ:ALRM), ADT Corporation (NYSE:ADT), Veeva Systems Inc. (NYSE:VEEV), CyberArk Software Ltd. (NASDAQ:CYBR), Palo Alto Networks, Inc. (NYSE:PANW), Qlik Technologies Inc. (NASDAQ:QLIK), International Business Machines Corporation (NYSE:IBM), MicroStrategy Incorporated (NASDAQ:MSTR), Home Depot, Inc. (The) (NYSE:HD), Rackspace Hosting, Inc (NYSE:RAX), QAD Inc. (NASDAQ:QADA), Zendesk Inc (NYSE:ZEN), Target Corporation (NYSE:TGT), Expedia, Inc. (NASDAQ:EXPE), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Paylocity Holding Corporation (NASDAQ:PCTY), The Ultimate Software Group, Inc. (NASDAQ:ULTI), PROS Holdings, Inc. (NYSE:PRO), SPS Commerce, Inc. (NASDAQ:SPSC), HealthStream, Inc. (NASDAQ:HSTM), Tyler Technologies, Inc. (NYSE:TYL), SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), Envestnet, Inc (NYSE:ENV), StrikeForce Technologies, Inc. (OTCMKTS:SFOR), root9B Technologies, Inc. (OTCMKTS:RTNB), Direct Insite Corp. (OTCMKTS:DIRI), Perficient, Inc. (NASDAQ:PRFT), Xplore Technologies Corp (NASDAQ:XPLR)
