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
ADVANCE AUTO PARTS ORD COM 00751Y106   47,361,083 1,018,737 SH   SOLE   1,018,737 0 0
BOOZ ALLEN HAMILTON HOLDING CL A ORD CL A 099502106   47,328,543 454,514 SH   SOLE   454,514 0 0
CACI INTERNATIONAL CL A ORD CL A 127190304   46,891,072 98,366 SH   SOLE   98,366 0 0
DOLLAR GEN CORP NEW COM 256677105   41,217,634 360,357 SH   SOLE   360,357 0 0
DOLLAR TREE INC COM 256746108   45,989,521 464,353 SH   SOLE   464,353 0 0
FAIR ISAAC ORD COM 303250104   34,574,035 18,914 SH   SOLE   18,914 0 0
GLOBAL PMTS INC COM 37940X102   47,079,688 588,202 SH   SOLE   588,202 0 0
ICF INTERNATIONAL ORD COM 44925C103   38,967,701 460,013 SH   SOLE   460,013 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   46,442,675 437,643 SH   SOLE   437,643 0 0
STANLEY BLACK AND DECKER ORD COM 854502101   20,022,361 295,533 SH   SOLE   295,533 0 0
TERADYNE ORD COM 880770102   14,217,791 158,116 SH   SOLE   158,116 0 0
UNITEDHEALTH GRP ORD COM 91324P102   35,881,542 115,016 SH   SOLE   115,016 0 0
UNIVERSAL HEALTH SERVICES CL B ORD CL B 913903100   46,977,811 259,331 SH   SOLE   259,331 0 0