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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
GUIDEWIRE SOFTWARE INC COM 40171V100 6,258 64,408 SH   SOLE   9,206 0 55,202
ICON PLC SHS G4705A100 3,570 26,141 SH   SOLE   11,885 0 14,256
IQVIA HOLDINGS INC COM 46266C105 7,337 51,005 SH   SOLE   8,592 0 42,413
MICROSOFT CORP COM 594918104 15,121 128,212 SH   SOLE   17,482 0 110,730
NICE LTD - SPON ADR SPONSORED ADR 653656108 7,397 60,379 SH   SOLE   17,407 0 42,972
NORWEGIAN CRUISE LINE HOLDIN SHS G66721104 3,739 68,038 SH   SOLE   12,166 0 55,872
NXP SEMICONDUCTORS NV COM N6596X109 10,334 116,909 SH   SOLE   36,274 0 80,635
TAKEDA PHARMACEUTIC-SP ADR SPONSORD ADS 874060205 3,861 189,549 SH   SOLE   60,523 0 129,026
TECHNIPFMC PLC COM G87110105 6,090 260,509 SH   SOLE   65,173 0 195,336
VISA INC-CLASS A SHARES COM CL A 92826C839 11,178 71,565 SH   SOLE   10,220 0 61,345