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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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101 174,826 635,268 SH   SOLE   635,268 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 223,829 1,841,459 SH   SOLE   1,841,459 0 0
ALPHABET INC-CL A COM 02079K305 216,616 2,264,678 SH   SOLE   2,264,678 0 0
FISERV INC COM 337738108 724,045 7,738,005 SH   SOLE   7,738,005 0 0
MASTERCARD INC-CLASS A COM 57636Q104 699,683 2,460,725 SH   SOLE   2,460,725 0 0
MICROSOFT CORP COM 594918104 697,416 2,994,487 SH   SOLE   2,994,487 0 0
PAYPAL HOLDINGS INC COM 70450Y103 557,721 6,479,849 SH   SOLE   6,479,849 0 0
SALESFORCE INC COM 79466L302 408,501 2,839,971 SH   SOLE   2,839,971 0 0
TJX COMPANIES INC COM 872540109 332,347 5,350,080 SH   SOLE   5,350,080 0 0
TRANSUNION COM 89400J107 355,973 5,983,742 SH   SOLE   5,983,742 0 0
VISA INC-CLASS A SHARES COM 92826C839 500,204 2,815,672 SH   SOLE   2,815,672 0 0