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
AGILENT TECHNOLOGIES INC COM 00846U101 282,147 2,795,198 SH   SOLE   2,795,198 0 0
AON PLC COM G0403H108 418,810 2,030,103 SH   SOLE   2,030,103 0 0
ASPEN TECHNOLOGY INC COM 045327103 409,367 3,233,801 SH   SOLE   3,233,801 0 0
AUTOMATIC DATA PROCESSING COM 053015103 161,135 1,155,170 SH   SOLE   1,155,170 0 0
CHARTER COMMUNICATIONS INC-A COM 16119P108 431,775 691,570 SH   SOLE   691,570 0 0
DOLLAR GENERAL CORP COM 256677105 309,203 1,475,063 SH   SOLE   1,475,063 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 376,002 2,554,189 SH   SOLE   2,554,189 0 0
FISERV INC COM 337738108 483,708 4,693,919 SH   SOLE   4,693,919 0 0
GODADDY INC - CLASS A COM 380237107 436,117 5,740,649 SH   SOLE   5,740,649 0 0
STRYKER CORP COM 863667101 429,470 2,061,093 SH   SOLE   2,061,093 0 0
TJX COMPANIES INC COM 872540109 437,436 7,860,494 SH   SOLE   7,860,494 0 0
VISA INC-CLASS A SHARES COM 92826C839 81,047 405,295 SH   SOLE   405,295 0 0