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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

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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 COM 05464C101 BBG000BHJWG1 16,488,425 19,915 SH   SOLE   19,915 0 0
EQUIFAX INC COM 294429105 BBG000BHPL78 15,292,974 58,962 SH   SOLE   58,962 0 0
FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 15,142,821 8,284 SH   SOLE   8,284 0 0
GARTNER INC COM 366651107 BBG000BB65D0 12,420,872 30,728 SH   SOLE   30,728 0 0
MOODYS CORP COM 615369105 BBG000F86GP6 13,878,494 27,669 SH   SOLE   27,669 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H8T2 15,645,768 106,870 SH   SOLE   106,870 0 0
VEEVA SYS INC CL A COM 922475108 BBG001CGB489 15,385,619 53,426 SH   SOLE   53,426 0 0