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 488,620 4,214,783 SH   SOLE   4,214,783 0 0
AON PLC COM G0403H108 488,709 2,046,862 SH   SOLE   2,046,862 0 0
ASPEN TECHNOLOGY INC COM 045327103 61,398 446,403 SH   SOLE   446,403 0 0
AUTOMATIC DATA PROCESSING COM 053015103 417,485 2,101,927 SH   SOLE   2,101,927 0 0
CHARTER COMMUNICATIONS INC-A COM 16119P108 695,095 963,469 SH   SOLE   963,469 0 0
DOLLAR GENERAL CORP COM 256677105 625,651 2,891,310 SH   SOLE   2,891,310 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 319,024 2,251,879 SH   SOLE   2,251,879 0 0
FISERV INC COM 337738108 715,292 6,691,854 SH   SOLE   6,691,854 0 0
GODADDY INC - CLASS A COM 380237107 484,946 5,576,660 SH   SOLE   5,576,660 0 0
MICROSOFT CORP COM 594918104 665,759 2,457,582 SH   SOLE   2,457,582 0 0
STRYKER CORP COM 863667101 93,565 360,240 SH   SOLE   360,240 0 0
TJX COMPANIES INC COM 872540109 38,826 575,882 SH   SOLE   575,882 0 0
TRANSUNION COM 89400J107 389,568 3,547,654 SH   SOLE   3,547,654 0 0