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
ABBOTT LABORATORIES COM 002824100 139,831 1,166,814 SH   SOLE   1,166,814 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 207,763 1,634,126 SH   SOLE   1,634,126 0 0
AON PLC COM G0403H108 404,653 1,758,520 SH   SOLE   1,758,520 0 0
ASPEN TECHNOLOGY INC COM 045327103 322,035 2,231,244 SH   SOLE   2,231,244 0 0
AUTOMATIC DATA PROCESSING COM 053015103 303,181 1,608,644 SH   SOLE   1,608,644 0 0
CHARTER COMMUNICATIONS INC-A COM 16119P108 633,038 1,025,961 SH   SOLE   1,025,961 0 0
DOLLAR GENERAL CORP COM 256677105 573,201 2,828,946 SH   SOLE   2,828,946 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 302,370 2,150,415 SH   SOLE   2,150,415 0 0
FISERV INC COM 337738108 599,014 5,032,037 SH   SOLE   5,032,037 0 0
GODADDY INC - CLASS A COM 380237107 321,894 4,147,045 SH   SOLE   4,147,045 0 0
MICROSOFT CORP COM 594918104 488,212 2,070,715 SH   SOLE   2,070,715 0 0
STRYKER CORP COM 863667101 278,787 1,144,540 SH   SOLE   1,144,540 0 0
TJX COMPANIES INC COM 872540109 156,015 2,358,499 SH   SOLE   2,358,499 0 0
TRANSUNION COM 89400J107 309,221 3,435,790 SH   SOLE   3,435,790 0 0