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 | CAP STK CL C | 02079K107 | 12,797 | 5,850 | SH | SOLE | 5,850 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 7,909 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 6,539 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 10,965 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 2,241 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 10,407 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 11,988 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 13,355 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 7,071 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| NEOGAMES S A | SHS | L6673X107 | 4,895 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 10,524 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 11,807 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||