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
ALLIANCE DATA SYSTEMS CORP COM 018581108 13,047 55,948 SH   SOLE   55,948 0 0
ARAMARK COM 03852U106 23,005 620,071 SH   SOLE   620,071 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 18,515 138,024 SH   SOLE   138,024 0 0
COMMVAULT SYSTEMS INC COM 204166102 25,051 380,425 SH   SOLE   380,425 0 0
DXC TECHNOLOGY CO COM 23355L106 22,237 275,853 SH   SOLE   275,853 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 9,802 115,887 SH   SOLE   115,887 0 0
EBAY INC COM 278642103 11,067 305,202 SH   SOLE   305,202 0 0
FACEBOOK INC CL A 30303M102 25,349 130,451 SH   SOLE   130,451 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 22,859 215,589 SH   SOLE   215,589 0 0
FIRST AMERN FINL CORP COM 31847R102 15,016 290,330 SH   SOLE   290,330 0 0
GARTNER INC COM 366651107 16,103 121,165 SH   SOLE   121,165 0 0
GODADDY INC CL A 380237107 21,143 299,478 SH   SOLE   299,478 0 0
INTUIT COM 461202103 15,648 76,591 SH   SOLE   76,591 0 0
LKQ CORP COM 501889208 23,430 734,477 SH   SOLE   734,477 0 0
LEIDOS HLDGS INC COM 525327102 8,305 140,756 SH   SOLE   140,756 0 0
LOWES COS INC COM 548661107 19,474 203,768 SH   SOLE   203,768 0 0
MICROSOFT CORP COM 594918104 18,303 185,610 SH   SOLE   185,610 0 0
PAPA JOHNS INTL INC COM 698813102 7,730 152,408 SH   SOLE   152,408 0 0
PAYCHEX INC COM 704326107 14,586 213,407 SH   SOLE   213,407 0 0
S&P GLOBAL INC COM 78409V104 19,318 94,746 SH   SOLE   94,746 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 23,614 454,992 SH   SOLE   454,992 0 0
SABRE CORP COM 78573M104 9,195 373,166 SH   SOLE   373,166 0 0
TOTAL SYS SVCS INC COM 891906109 14,844 175,625 SH   SOLE   175,625 0 0
TRACTOR SUPPLY CO COM 892356106 4,745 62,034 SH   SOLE   62,034 0 0
TRANSUNION COM 89400J107 20,901 291,752 SH   SOLE   291,752 0 0
US FOODS HLDG CORP COM 912008109 5,425 143,441 SH   SOLE   143,441 0 0
VERISK ANALYTICS INC COM 92345Y106 8,983 83,453 SH   SOLE   83,453 0 0
VISA INC COM CL A 92826C839 26,139 197,351 SH   SOLE   197,351 0 0
WEX INC COM 96208T104 19,181 100,700 SH   SOLE   100,700 0 0
WORLDPAY INC CL A 981558109 22,665 277,140 SH   SOLE   277,140 0 0
IHS MARKIT LTD SHS G47567105 20,596 399,216 SH   SOLE   399,216 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 11,649 376,618 SH   SOLE   376,618 0 0