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 12,952,571 24,627 SH   SOLE   24,627 0 0
EQUIFAX INC COM 294429105 BBG000BHPL78 13,961,833 57,324 SH   SOLE   57,324 0 0
FAIR ISAAC INC COM 303250104 BBG000DW76Y6 14,782,787 8,016 SH   SOLE   8,016 0 0
GARTNER INC COM 366651107 BBG000BB65D0 11,855,556 28,245 SH   SOLE   28,245 0 0
MOODY'S CORP COM 615369105 BBG000F86GP6 11,248,276 24,154 SH   SOLE   24,154 0 0
SALESFORCE INC COM 79466L302 BBG000BN2DC2 1,393,057 5,191 SH   SOLE   5,191 0 0
TRADEWEB MARKETS INC CL A 892672106 BBG00NK8H8T2 15,777,438 106,274 SH   SOLE   106,274 0 0
VEEVA SYS INC CL A COM 922475108 BBG001CGB489 11,474,487 49,538 SH   SOLE   49,538 0 0