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 |
| APTARGROUP INC | COM | 038336103 | 227,862 | 1,860,400 | SH | SOLE | 1,860,400 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 207,997 | 6,280,092 | SH | SOLE | 6,280,092 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 95,943 | 1,906,285 | SH | SOLE | 1,906,285 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 192,340 | 1,368,772 | SH | SOLE | 1,368,772 | 0 | 0 | ||
| DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 176,487 | 8,613,300 | SH | SOLE | 8,613,300 | 0 | 0 | ||
| EVERTEC INC | COM | 30040P103 | 8,324 | 166,552 | SH | SOLE | 166,552 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 221,967 | 2,033,600 | SH | SOLE | 2,033,600 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 195,063 | 1,879,400 | SH | SOLE | 1,879,400 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 114,903 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 44,762 | 277,850 | SH | SOLE | 277,850 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 232,159 | 646,107 | SH | SOLE | 646,107 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 225,180 | 741,700 | SH | SOLE | 741,700 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 133,983 | 1,985,823 | SH | SOLE | 1,985,823 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 67,471 | 379,650 | SH | SOLE | 379,650 | 0 | 0 | ||