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
ADOBE INC COM 00724F101 1,960 7,094 SH   SOLE   7,094 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 12,496 77,413 SH   SOLE   77,413 0 0
BLACK KNIGHT INC COM 09215C105 4,641 76,007 SH   SOLE   76,007 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,837 64,936 SH   SOLE   64,936 0 0
EQUINIX INC COM 29444U700 8,416 14,590 SH   SOLE   14,590 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 21,919 165,105 SH   SOLE   165,105 0 0
FIRST AMERN FINL CORP COM 31847R102 16,498 279,586 SH   SOLE   279,586 0 0
FISERV INC COM 337738108 32,616 314,852 SH   SOLE   314,852 0 0
GLOBAL PMTS INC COM 37940X102 16,615 104,497 SH   SOLE   104,497 0 0
INTERXION HOLDING N.V SHS N47279109 2,322 28,499 SH   SOLE   28,499 0 0
JONES LANG LASALLE INC COM 48020Q107 1,505 10,820 SH   SOLE   10,820 0 0
MICROSOFT CORP COM 594918104 16,814 120,938 SH   SOLE   120,938 0 0
S&P GLOBAL INC COM 78409V104 3,180 12,980 SH   SOLE   12,980 0 0
SQUARE INC CL A 852234103 1,047 16,900 SH   SOLE   16,900 0 0
VISA INC COM CL A 92826C839 22,127 128,638 SH   SOLE   128,638 0 0
WASTE CONNECTIONS INC COM 94106B101 8,791 95,553 SH   SOLE   95,553 0 0