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
ADOBE INC COM 00724F101 159,320 500,628 SH   SOLE   500,628 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 163,231 2,279,131 SH   SOLE   2,279,131 0 0
AON PLC COM G0403H108 167,370 1,014,117 SH   SOLE   1,014,117 0 0
ASPEN TECHNOLOGY INC COM 045327103 151,675 1,595,403 SH   SOLE   1,595,403 0 0
AUTOMATIC DATA PROCESSING COM 053015103 246,253 1,801,678 SH   SOLE   1,801,678 0 0
CHARTER COMMUNICATIONS INC-A COM 16119P108 235,105 538,848 SH   SOLE   538,848 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 354,321 2,912,863 SH   SOLE   2,912,863 0 0
FISERV INC COM 337738108 214,592 2,259,097 SH   SOLE   2,259,097 0 0
GODADDY INC - CLASS A COM 380237107 215,966 3,781,580 SH   SOLE   3,781,580 0 0
MASTERCARD INC-CLASS A COM 57636Q104 65,292 270,293 SH   SOLE   270,293 0 0
MICROSOFT CORP COM 594918104 258,949 1,641,931 SH   SOLE   1,641,931 0 0
ROSS STORES INC COM 778296103 74,779 859,830 SH   SOLE   859,830 0 0
STARBUCKS CORP COM 855244109 157,103 2,389,766 SH   SOLE   2,389,766 0 0
STRYKER CORP COM 863667101 194,038 1,165,461 SH   SOLE   1,165,461 0 0
TJX COMPANIES INC COM 872540109 121,442 2,540,099 SH   SOLE   2,540,099 0 0
VISA INC-CLASS A SHARES COM 92826C839 166,935 1,036,093 SH   SOLE   1,036,093 0 0