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

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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
ABM INDS INC COM 000957100 753 22,500 SH   SOLE   22,500 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 14,122 124,448 SH   SOLE   124,448 0 0
DXC TECHNOLOGY CO COM 23355L106 13,278 132,081 SH   SOLE   132,081 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 12,081 125,455 SH   SOLE   125,455 0 0
GLOBAL PMTS INC COM 37940X102 2,225 19,954 SH   SOLE   19,954 0 0
IHS MARKIT LTD SHS G47567105 11,186 231,883 SH   SOLE   231,883 0 0
KAR AUCTION SVCS INC COM 48238T109 8,007 147,741 SH   SOLE   147,741 0 0
OMNICOM GROUP INC COM 681919106 532 7,322 SH   SOLE   7,322 0 0
ROBERT HALF INTL INC COM 770323103 618 10,678 SH   SOLE   10,678 0 0
S&P GLOBAL INC COM 78409V104 10,588 55,420 SH   SOLE   55,420 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,082 38,821 SH   SOLE   38,821 0 0
US FOODS HLDG CORP COM 912008109 7,326 223,579 SH   SOLE   223,579 0 0
VISA INC COM CL A 92826C839 14,171 118,470 SH   SOLE   118,470 0 0
WASTE CONNECTIONS INC COM 94106B101 12,895 179,752 SH   SOLE   179,752 0 0
WORLDPAY INC CL A 981558109 1,630 19,821 SH   SOLE   19,821 0 0