The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APTARGROUP INC COM 038336103 160,838 1,692,500 SH   SOLE   1,692,500 0 0
AXALTA COATING SYS LTD COM G0750C108 108,820 5,167,142 SH   SOLE   5,167,142 0 0
CLARIVATE PLC ORD SHS G21810109 60,373 6,429,450 SH   SOLE   6,429,450 0 0
DOLLAR TREE INC COM 256746108 74,066 544,203 SH   SOLE   544,203 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 87,212 7,038,900 SH   SOLE   7,038,900 0 0
FAIR ISAAC CORP COM 303250104 72,019 174,800 SH   SOLE   174,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 169,632 2,244,700 SH   SOLE   2,244,700 0 0
FISERV INC COM 337738108 135,667 1,449,900 SH   SOLE   1,449,900 0 0
FIVE BELOW INC COM 33829M101 112,146 814,600 SH   SOLE   814,600 0 0
GLOBAL PMTS INC COM 37940X102 38,882 359,850 SH   SOLE   359,850 0 0
MASTERCARD INCORPORATED CL A 57636Q104 133,215 468,507 SH   SOLE   468,507 0 0
NICE LTD SPONSORED ADR 653656108 159,298 846,250 SH   SOLE   846,250 0 0
PAYPAL HLDGS INC COM 70450Y103 101,399 1,178,100 SH   SOLE   1,178,100 0 0
PTC INC COM 69370C100 58,450 558,800 SH   SOLE   558,800 0 0
SEALED AIR CORP NEW COM 81211K100 20,222 454,323 SH   SOLE   454,323 0 0
WORKDAY INC CL A 98138H101 138,391 909,150 SH   SOLE   909,150 0 0