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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 5,070,127 7,065 SH   SOLE   7,065 0 0
EQUIFAX INC COM 294429105 BBG000BHPL78 37,683,487 146,897 SH   SOLE   146,897 0 0
FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 42,351,799 28,300 SH   SOLE   28,300 0 0
GARTNER INC COM 366651107 BBG000BB65D0 15,298,508 58,198 SH   SOLE   58,198 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG000BGD7W6 40,915,124 157,100 SH   SOLE   157,100 0 0
MOODYS CORP COM 615369105 BBG000F86GP6 37,397,962 78,488 SH   SOLE   78,488 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H8T2 46,374,436 417,863 SH   SOLE   417,863 0 0
VEEVA SYS INC CL A COM 922475108 BBG001CGB489 48,211,073 161,831 SH   SOLE   161,831 0 0