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
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 16,632 329,150 SH   SOLE   329,150 0 0
EQUIFAX INC COM 294429105 20,079 248,287 SH   SOLE   248,287 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 14,585 278,500 SH   SOLE   278,500 0 0
GLOBAL PMTS INC COM 37940X102 12,852 159,200 SH   SOLE   159,200 0 0
HURON CONSULTING GROUP INC COM 447462102 36,797 538,044 SH   SOLE   538,044 0 0
IMS HEALTH HLDGS INC COM 44970B109 22,928 894,216 SH   SOLE   894,216 0 0
JANUS CAP GROUP INC COM 47102X105 31,309 1,941,059 SH   SOLE   1,941,059 0 0
KORN FERRY INTL COM NEW 500643200 17,890 622,056 SH   SOLE   622,056 0 0
LEGG MASON INC COM 524901105 35,810 670,970 SH   SOLE   670,970 0 0
NICE SYS LTD SPONSORED ADR 653656108 20,892 412,482 SH   SOLE   412,482 0 0
PTC INC COM 69370C100 14,694 400,936 SH   SOLE   400,936 0 0
SEI INVESTMENTS CO COM 784117103 20,866 521,125 SH   SOLE   521,125 0 0
STIFEL FINL CORP COM 860630102 14,439 283,000 SH   SOLE   283,000 0 0
TOTAL SYS SVCS INC COM 891906109 17,286 509,000 SH   SOLE   509,000 0 0
VEEVA SYS INC CL A COM 922475108 12,900 488,435 SH   SOLE   488,435 0 0
VERISK ANALYTICS INC CL A 92345Y106 15,737 245,700 SH   SOLE   245,700 0 0