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
BLACK KNIGHT FINL SVCS INC CL A 09214X100 15,821 386,356 SH   SOLE   386,356 0 0
CAVIUM INC COM 14964U108 30,452 490,134 SH   SOLE   490,134 0 0
CBS CORP NEW CL B 124857202 8,936 140,100 SH   SOLE   140,100 0 0
COSTAR GROUP INC COM 22160N109 15,344 58,211 SH   SOLE   58,211 0 0
ENVISION HEALTHCARE CORP COM 29414D100 12,911 206,022 SH   SOLE   206,022 0 0
FACEBOOK INC CL A 30303M102 8,727 57,800 SH   SOLE   57,800 0 0
LOWES COS INC COM 548661107 8,955 115,500 SH   SOLE   115,500 0 0
NATIONAL INSTRS CORP COM 636518102 17,261 429,154 SH   SOLE   429,154 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,578 25,500 SH   SOLE   25,500 0 0
PALO ALTO NETWORKS INC COM 697435105 15,464 115,567 SH   SOLE   115,567 0 0
PAYLOCITY HLDG CORP COM 70438V106 8,644 191,318 SH   SOLE   191,318 0 0
SALESFORCE COM INC COM 79466L302 4,633 53,500 SH   SOLE   53,500 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 8,988 210,400 SH   SOLE   210,400 0 0
SERVICENOW INC COM 81762P102 21,284 200,790 SH   SOLE   200,790 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 17,688 50,400 SH   SOLE   50,400 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,148 126,605 SH   SOLE   126,605 0 0
SPLUNK INC COM 848637104 14,305 251,447 SH   SOLE   251,447 0 0