It could be Wilsons Assets Management.  They run a few funds...

It could be Wilsons Assets Management.  They run a few funds like WAM.  There are others who like LVT, e.g. Regal Funds Management was quoted in today's AFR:

Livetiles. It sells subscription software licenses to IT providers delivering cloud computing services.Regal likes it because it recently completed an acquisition of a highly complementary, fast growing software business – Wizdom, for an attractive price (3.5 times recurring revenue). This was substantially funded by scrip via the issuance of Livetiles shares."It has pro-forma recurring revenue of more than $30 million across more than 800 customers, with line of sight to cashflow breakeven," Regal says."Livetiles alone achieved more than 230 per cent growth year on year in annualised recurring revenue to $23 million at December 2018.