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
ADOBE INC COM 00724F101 177,075 483,731 SH   SOLE   483,731 0 0
ALPHABET INC-CL A COM 02079K305 446,112 204,708 SH   SOLE   204,708 0 0
CHARTER COMMUNICATIONS INC-A COM 16119P108 165,624 353,497 SH   SOLE   353,497 0 0
FISERV INC COM 337738108 719,299 8,084,736 SH   SOLE   8,084,736 0 0
MASTERCARD INC-CLASS A COM 57636Q104 785,082 2,488,533 SH   SOLE   2,488,533 0 0
MICROSOFT CORP COM 594918104 711,151 2,768,956 SH   SOLE   2,768,956 0 0
PAYPAL HOLDINGS INC COM 70450Y103 476,022 6,815,889 SH   SOLE   6,815,889 0 0
ROSS STORES INC COM 778296103 174,558 2,485,522 SH   SOLE   2,485,522 0 0
SALESFORCE INC COM 79466L302 333,162 2,018,672 SH   SOLE   2,018,672 0 0
TJX COMPANIES INC COM 872540109 272,291 4,875,404 SH   SOLE   4,875,404 0 0
TRANSUNION COM 89400J107 400,768 5,010,225 SH   SOLE   5,010,225 0 0
VISA INC-CLASS A SHARES COM 92826C839 529,380 2,688,710 SH   SOLE   2,688,710 0 0