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
ADOBE INC COM 00724F101 11,424 34,639 SH   SOLE   34,639 0 0
ALPHABET INC CAP STK CL C 02079K107 10,197 7,627 SH   SOLE   7,627 0 0
AMDOCS LTD SHS G02602103 5,083 70,418 SH   SOLE   70,418 0 0
ATLASSIAN CORP PLC CL A G06242104 4,854 40,334 SH   SOLE   40,334 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,026 58,805 SH   SOLE   58,805 0 0
BOOKING HLDGS INC COM 09857L108 9,554 4,652 SH   SOLE   4,652 0 0
CINTAS CORP COM 172908105 9,713 36,098 SH   SOLE   36,098 0 0
COPART INC COM 217204106 9,496 104,416 SH   SOLE   104,416 0 0
EURONET WORLDWIDE INC COM 298736109 10,504 66,665 SH   SOLE   66,665 0 0
FACEBOOK INC CL A 30303M102 9,669 47,109 SH   SOLE   47,109 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,821 77,796 SH   SOLE   77,796 0 0
FIRST AMERN FINL CORP COM 31847R102 11,365 194,869 SH   SOLE   194,869 0 0
FISERV INC COM 337738108 9,086 78,581 SH   SOLE   78,581 0 0
FORTINET INC COM 34959E109 5,343 50,050 SH   SOLE   50,050 0 0
GENPACT LIMITED SHS G3922B107 11,017 261,256 SH   SOLE   261,256 0 0
GLOBAL PMTS INC COM 37940X102 9,090 49,790 SH   SOLE   49,790 0 0
GODADDY INC CL A 380237107 12,232 180,088 SH   SOLE   180,088 0 0
JACOBS ENGR GROUP INC COM 469814107 6,791 75,599 SH   SOLE   75,599 0 0
LYFT INC CL A COM 55087P104 9,405 218,628 SH   SOLE   218,628 0 0
MICROSOFT CORP COM 594918104 11,922 75,598 SH   SOLE   75,598 0 0
PAYPAL HLDGS INC COM 70450Y103 11,946 110,437 SH   SOLE   110,437 0 0
S&P GLOBAL INC COM 78409V104 13,519 49,510 SH   SOLE   49,510 0 0
SALESFORCE COM INC COM 79466L302 8,237 50,643 SH   SOLE   50,643 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,768 175,068 SH   SOLE   175,068 0 0
SOLARWINDS CORP COM 83417Q105 7,666 413,288 SH   SOLE   413,288 0 0
THOMSON REUTERS CORP COM NEW 884903709 11,426 159,582 SH   SOLE   159,582 0 0
TRADEWEB MKTS INC CL A 892672106 8,309 179,261 SH   SOLE   179,261 0 0
TRANSUNION COM 89400J107 8,667 101,243 SH   SOLE   101,243 0 0
TYLER TECHNOLOGIES INC COM 902252105 5,984 19,946 SH   SOLE   19,946 0 0
VISA INC COM CL A 92826C839 11,579 61,622 SH   SOLE   61,622 0 0
VMWARE INC CL A COM 928563402 9,027 59,469 SH   SOLE   59,469 0 0
WASTE MGMT INC DEL COM 94106L109 11,736 102,983 SH   SOLE   102,983 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 6,664 33,000 SH   SOLE   33,000 0 0