The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 30,890 | 244,792 | SH | SOLE | 244,792 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 42,614 | 611,044 | SH | SOLE | 611,044 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 24,266 | 345,569 | SH | SOLE | 345,569 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 30,478 | 227,292 | SH | SOLE | 227,292 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 41,673 | 426,889 | SH | SOLE | 426,889 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 37,193 | 492,624 | SH | SOLE | 492,624 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 25,443 | 393,070 | SH | SOLE | 393,070 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 24,083 | 262,920 | SH | SOLE | 262,920 | 0 | 0 | ||
| JACOBS ENGR GROUP INC | COM | 469814107 | 32,324 | 381,174 | SH | SOLE | 381,174 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 35,208 | 452,657 | SH | SOLE | 452,657 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 29,471 | 518,304 | SH | SOLE | 518,304 | 0 | 0 | ||
| PARSONS CORPORATION | COM | 70202L102 | 5,625 | 155,217 | SH | SOLE | 155,217 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 18,443 | 793,951 | SH | SOLE | 793,951 | 0 | 0 | ||
| R1 RCM INC | COM | 749397105 | 37,597 | 3,371,970 | SH | SOLE | 3,371,970 | 0 | 0 | ||
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 | 39,578 | 509,502 | SH | SOLE | 509,502 | 0 | 0 | ||
| SOLARWINDS CORP | COM | 83417Q105 | 40,348 | 2,283,395 | SH | SOLE | 2,283,395 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 47,474 | 840,543 | SH | SOLE | 840,543 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 44,435 | 1,282,033 | SH | SOLE | 1,282,033 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 12,767 | 647,399 | SH | SOLE | 647,399 | 0 | 0 | ||
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 34,298 | 174,144 | SH | SOLE | 174,144 | 0 | 0 | ||