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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APTARGROUP INC COM 038336103   195,190,785 1,651,500 SH   SOLE   1,651,500 0 0
DOLLAR TREE INC COM 256746108   43,926,731 306,003 SH   SOLE   306,003 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   73,005,190 6,218,500 SH   SOLE   6,218,500 0 0
FAIR ISAAC CORP COM 303250104   50,593,680 72,000 SH   SOLE   72,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   98,864,301 1,819,700 SH   SOLE   1,819,700 0 0
FISERV INC COM 337738108   131,657,344 1,164,800 SH   SOLE   1,164,800 0 0
FIVE BELOW INC COM 33829M101   132,788,859 644,700 SH   SOLE   644,700 0 0
INTUIT COM 461202103   75,791,100 170,000 SH   SOLE   170,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   166,135,425 457,157 SH   SOLE   457,157 0 0
NICE LTD SPONSORED ADR 653656108   224,598,313 981,250 SH   SOLE   981,250 0 0
PTC INC COM 69370C100   94,095,174 733,800 SH   SOLE   733,800 0 0
WORKDAY INC CL A 98138H101   231,149,241 1,119,150 SH   SOLE   1,119,150 0 0