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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   5,656 11,533 SH   SOLE   11,533 0 0
ALPHABET INC CAP STK CL C 02079K107   3,386 2,304 SH   SOLE   2,304 0 0
AMAZON COM INC COM 023135106   7,658 2,432 SH   SOLE   2,432 0 0
BLACK KNIGHT INC COM 09215C105   7,039 80,857 SH   SOLE   80,857 0 0
BOOKING HOLDINGS INC COM 09857L108   5,416 3,166 SH   SOLE   3,166 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   7,146 54,139 SH   SOLE   54,139 0 0
CACI INTL INC CL A 127190304   9,394 44,068 SH   SOLE   44,068 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   6,158 57,748 SH   SOLE   57,748 0 0
COPART INC COM 217204106   9,852 93,690 SH   SOLE   93,690 0 0
EBAY INC. COM 278642103   6,183 118,682 SH   SOLE   118,682 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   4,932 33,501 SH   SOLE   33,501 0 0
FISERV INC COM 337738108   8,372 81,246 SH   SOLE   81,246 0 0
FTI CONSULTING INC COM 302941109   10,503 99,111 SH   SOLE   99,111 0 0
GARTNER INC COM 366651107   6,205 49,662 SH   SOLE   49,662 0 0
GENPACT LIMITED SHS G3922B107   7,964 204,472 SH   SOLE   204,472 0 0
GLOBAL PMTS INC COM 37940X102   6,033 33,972 SH   SOLE   33,972 0 0
GODADDY INC CL A 380237107   10,475 137,889 SH   SOLE   137,889 0 0
IHS MARKIT LTD SHS G47567105   8,875 113,044 SH   SOLE   113,044 0 0
KAR AUCTION SVCS INC COM 48238T109   6,318 438,780 SH   SOLE   438,780 0 0
MANTECH INTL CORP CL A 564563104   4,398 63,854 SH   SOLE   63,854 0 0
MICROSOFT CORP COM 594918104   7,518 35,744 SH   SOLE   35,744 0 0
PAYPAL HLDGS INC COM 70450Y103   10,159 51,563 SH   SOLE   51,563 0 0
PINTEREST INC CL A 72352L106   4,910 118,274 SH   SOLE   118,274 0 0
S&P GLOBAL INC COM 78409V104   5,917 16,410 SH   SOLE   16,410 0 0
SALESFORCE COM INC COM 79466L302   1,749 6,961 SH   SOLE   6,961 0 0
SAP SE SPON ADR 803054204   4,858 31,181 SH   SOLE   31,181 0 0
THOMSON REUTERS CORP. COM NEW 884903709   9,017 113,036 SH   SOLE   113,036 0 0
TRANSUNION COM 89400J107   8,379 99,599 SH   SOLE   99,599 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,679 128,268 SH   SOLE   128,268 0 0
UNIFIRST CORP MASS COM 904708104   5,162 27,257 SH   SOLE   27,257 0 0
VERISIGN INC COM 92343E102   8,999 43,931 SH   SOLE   43,931 0 0
VISA INC COM CL A 92826C839   8,729 43,651 SH   SOLE   43,651 0 0
WNS HLDGS LTD SPON ADR 92932M101   6,220 97,243 SH   SOLE   97,243 0 0