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
ADOBE SYS INC COM 00724F101 7,195 29,509 SH   SOLE   29,509 0 0
ARAMARK COM 03852U106 1,992 53,705 SH   SOLE   53,705 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 20,728 154,524 SH   SOLE   154,524 0 0
DXC TECHNOLOGY CO COM 23355L106 12,393 153,745 SH   SOLE   153,745 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,829 45,546 SH   SOLE   45,546 0 0
IHS MARKIT LTD SHS G47567105 13,260 257,022 SH   SOLE   257,022 0 0
LKQ CORP COM 501889208 2,604 81,616 SH   SOLE   81,616 0 0
MICROSOFT CORP COM 594918104 3,636 36,875 SH   SOLE   36,875 0 0
NASDAQ INC COM 631103108 4,864 53,287 SH   SOLE   53,287 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 697 19,000 SH   SOLE   19,000 0 0
S&P GLOBAL INC COM 78409V104 13,691 67,147 SH   SOLE   67,147 0 0
TOTAL SYS SVCS INC COM 891906109 8,034 95,054 SH   SOLE   95,054 0 0
US FOODS HLDG CORP COM 912008109 6,657 176,010 SH   SOLE   176,010 0 0
VISA INC COM CL A 92826C839 22,352 168,758 SH   SOLE   168,758 0 0
WASTE CONNECTIONS INC COM 94106B101 12,714 168,895 SH   SOLE   168,895 0 0
WORLDPAY INC CL A 981558109 1,637 20,022 SH   SOLE   20,022 0 0