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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AXON ENTERPRISE INC. COMMON STOCK COM 05464C101 BBG000BHJWG1 17,220,422 28,975 SH   SOLE   28,975 0 0
EQUIFAX INC COM 294429105 BBG000BHPL78 11,982,282 47,017 SH   SOLE   47,017 0 0
FAIR ISAAC INC COM 303250104 BBG000DW76Y6 15,483,463 7,777 SH   SOLE   7,777 0 0
GARTNER INC COM 366651107 BBG000BB65D0 12,731,872 26,280 SH   SOLE   26,280 0 0
MOODY'S CORP COM 615369105 BBG000F86GP6 11,710,227 24,738 SH   SOLE   24,738 0 0
SALESFORCE INC COM 79466L302 BBG000BN2DC2 7,167,367 21,438 SH   SOLE   21,438 0 0
TRADEWEB MARKETS INC CL A 892672106 BBG00NK8H8T2 12,975,874 99,113 SH   SOLE   99,113 0 0
VEEVA SYS INC CL A COM 922475108 BBG001CGB489 14,465,621 68,802 SH   SOLE   68,802 0 0