The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALPHABET INC-CL A | COM | 02079K305 | 639,744 | 230,012 | SH | SOLE | 230,012 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING | COM | 053015103 | 162,438 | 713,889 | SH | SOLE | 713,889 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC-A | COM | 16119P108 | 473,042 | 867,139 | SH | SOLE | 867,139 | 0 | 0 | ||
| DOLLAR GENERAL CORP | COM | 256677105 | 223,528 | 1,004,033 | SH | SOLE | 1,004,033 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 816,964 | 8,056,849 | SH | SOLE | 8,056,849 | 0 | 0 | ||
| GODADDY INC - CLASS A | COM | 380237107 | 412,108 | 4,923,627 | SH | SOLE | 4,923,627 | 0 | 0 | ||
| MASTERCARD INC-CLASS A | COM | 57636Q104 | 940,801 | 2,632,495 | SH | SOLE | 2,632,495 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 700,653 | 2,272,561 | SH | SOLE | 2,272,561 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 403,532 | 3,489,254 | SH | SOLE | 3,489,254 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 345,553 | 3,819,955 | SH | SOLE | 3,819,955 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 176,943 | 2,920,810 | SH | SOLE | 2,920,810 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 179,863 | 1,740,502 | SH | SOLE | 1,740,502 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 90,638 | 407,437 | SH | SOLE | 407,437 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 599,415 | 2,702,866 | SH | SOLE | 2,702,866 | 0 | 0 | ||