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
EQUINIX INC COM 29444U700 5,849 10,021 SH   SOLE   10,021 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 32,305 232,262 SH   SOLE   232,262 0 0
FIRST AMERN FINL CORP COM 31847R102 11,367 194,907 SH   SOLE   194,907 0 0
FISERV INC COM 337738108 27,960 241,802 SH   SOLE   241,802 0 0
GENPACT LIMITED SHS G3922B107 4,013 95,151 SH   SOLE   95,151 0 0
GLOBAL PMTS INC COM 37940X102 28,499 156,108 SH   SOLE   156,108 0 0
JONES LANG LASALLE INC COM 48020Q107 2,528 14,520 SH   SOLE   14,520 0 0
MICROSOFT CORP COM 594918104 15,382 97,538 SH   SOLE   97,538 0 0
S&P GLOBAL INC COM 78409V104 19,186 70,266 SH   SOLE   70,266 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 1,570 40,600 SH   SOLE   40,600 0 0
US FOODS HLDG CORP COM 912008109 2,068 49,370 SH   SOLE   49,370 0 0
VISA INC COM CL A 92826C839 5,738 30,538 SH   SOLE   30,538 0 0
WASTE CONNECTIONS INC COM 94106B101 3,113 34,283 SH   SOLE   34,283 0 0
WEX INC COM 96208T104 2,139 10,214 SH   SOLE   10,214 0 0