The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APTARGROUP INC | COM | 038336103 | 160,838 | 1,692,500 | SH | SOLE | 1,692,500 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 108,820 | 5,167,142 | SH | SOLE | 5,167,142 | 0 | 0 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 60,373 | 6,429,450 | SH | SOLE | 6,429,450 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 74,066 | 544,203 | SH | SOLE | 544,203 | 0 | 0 | ||
DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 87,212 | 7,038,900 | SH | SOLE | 7,038,900 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 72,019 | 174,800 | SH | SOLE | 174,800 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 169,632 | 2,244,700 | SH | SOLE | 2,244,700 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 135,667 | 1,449,900 | SH | SOLE | 1,449,900 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 112,146 | 814,600 | SH | SOLE | 814,600 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 38,882 | 359,850 | SH | SOLE | 359,850 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 133,215 | 468,507 | SH | SOLE | 468,507 | 0 | 0 | ||
NICE LTD | SPONSORED ADR | 653656108 | 159,298 | 846,250 | SH | SOLE | 846,250 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 101,399 | 1,178,100 | SH | SOLE | 1,178,100 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 58,450 | 558,800 | SH | SOLE | 558,800 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 20,222 | 454,323 | SH | SOLE | 454,323 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 138,391 | 909,150 | SH | SOLE | 909,150 | 0 | 0 |