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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AUTODESK INC COM 052769106 806 7,689 SH   SOLE   7,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 9,965 85,036 SH   SOLE   85,036 0 0
BLACK KNIGHT INC COM 09215C105 4,065 92,081 SH   SOLE   92,081 0 0
DST SYS INC DEL COM 233326107 6,160 99,248 SH   SOLE   99,248 0 0
DXC TECHNOLOGY CO COM 23355L106 13,393 141,130 SH   SOLE   141,130 0 0
FACEBOOK INC CL A 30303M102 3,821 21,658 SH   SOLE   21,658 0 0
FASTENAL CO COM 311900104 2,723 49,799 SH   SOLE   49,799 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,806 82,968 SH   SOLE   82,968 0 0
FIRST AMERN FINL CORP COM 31847R102 9,054 161,580 SH   SOLE   161,580 0 0
KAR AUCTION SVCS INC COM 48238T109 8,698 172,221 SH   SOLE   172,221 0 0
LKQ CORP COM 501889208 9,344 229,756 SH   SOLE   229,756 0 0
ROBERT HALF INTL INC COM 770323103 1,500 27,010 SH   SOLE   27,010 0 0
S&P GLOBAL INC COM 78409V104 2,529 14,935 SH   SOLE   14,935 0 0
TOTAL SYS SVCS INC COM 891906109 12,018 151,955 SH   SOLE   151,955 0 0
US FOODS HLDG CORP COM 912008109 6,959 217,947 SH   SOLE   217,947 0 0
VISA INC COM CL A 92826C839 20,267 177,755 SH   SOLE   177,755 0 0
WASTE CONNECTIONS INC COM 94106B101 5,459 76,964 SH   SOLE   76,964 0 0