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 282,694 2,385,803 SH   SOLE   2,385,803 0 0
AON PLC COM G0403H108 525,031 2,485,120 SH   SOLE   2,485,120 0 0
ASPEN TECHNOLOGY INC COM 045327103 507,725 3,898,083 SH   SOLE   3,898,083 0 0
AUTOMATIC DATA PROCESSING COM 053015103 166,023 942,241 SH   SOLE   942,241 0 0
CHARTER COMMUNICATIONS INC-A COM 16119P108 596,968 902,377 SH   SOLE   902,377 0 0
DOLLAR GENERAL CORP COM 256677105 503,439 2,393,911 SH   SOLE   2,393,911 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 379,859 2,685,276 SH   SOLE   2,685,276 0 0
FISERV INC COM 337738108 613,133 5,384,971 SH   SOLE   5,384,971 0 0
GODADDY INC - CLASS A COM 380237107 540,754 6,519,032 SH   SOLE   6,519,032 0 0
STRYKER CORP COM 863667101 436,308 1,780,559 SH   SOLE   1,780,559 0 0
TJX COMPANIES INC COM 872540109 233,230 3,415,288 SH   SOLE   3,415,288 0 0
TRANSUNION COM 89400J107 267,517 2,696,201 SH   SOLE   2,696,201 0 0
VISA INC-CLASS A SHARES COM 92826C839 23,030 105,289 SH   SOLE   105,289 0 0