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
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   51,696,000 800,000 SH   SOLE   800,000 0 0
APTARGROUP INC COM 038336103   204,158,430 1,651,500 SH   SOLE   1,651,500 0 0
BLACKLINE INC COM 09239B109   43,036,333 689,243 SH   SOLE   689,243 0 0
CANADIAN NATL RY CO COM 136375102   103,644,750 825,000 SH   SOLE   825,000 0 0
DANAHER CORPORATION COM 235851102   57,835,000 250,000 SH   SOLE   250,000 0 0
DOLLAR TREE INC COM 256746108   63,354,726 446,003 SH   SOLE   446,003 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   72,756,450 6,218,500 SH   SOLE   6,218,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   109,309,379 1,819,700 SH   SOLE   1,819,700 0 0
FISERV INC COM 337738108   128,164,032 964,800 SH   SOLE   964,800 0 0
FIVE BELOW INC COM 33829M101   148,615,152 697,200 SH   SOLE   697,200 0 0
INTUIT COM 461202103   135,006,480 216,000 SH   SOLE   216,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   177,921,632 417,157 SH   SOLE   417,157 0 0
NICE LTD SPONSORED ADR 653656108   199,759,388 1,001,250 SH   SOLE   1,001,250 0 0
PTC INC COM 69370C100   145,881,648 833,800 SH   SOLE   833,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   63,422,500 250,000 SH   SOLE   250,000 0 0
SHERWIN WILLIAMS CO COM 824348106   101,367,500 325,000 SH   SOLE   325,000 0 0
WORKDAY INC CL A 98138H101   153,309,921 555,350 SH   SOLE   555,350 0 0