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 7,356 27,249 SH   SOLE   27,249 0 0
ARAMARK COM 03852U106 823 19,128 SH   SOLE   19,128 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 24,074 159,790 SH   SOLE   159,790 0 0
COPART INC COM 217204106 964 18,700 SH   SOLE   18,700 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,034 27,250 SH   SOLE   27,250 0 0
DXC TECHNOLOGY CO COM 23355L106 9,863 105,460 SH   SOLE   105,460 0 0
IHS MARKIT LTD SHS G47567105 7,804 144,625 SH   SOLE   144,625 0 0
MANPOWERGROUP INC COM 56418H100 786 9,141 SH   SOLE   9,141 0 0
MICROSOFT CORP COM 594918104 13,515 118,170 SH   SOLE   118,170 0 0
MSCI INC COM 55354G100 2,018 11,374 SH   SOLE   11,374 0 0
S&P GLOBAL INC COM 78409V104 13,171 67,411 SH   SOLE   67,411 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,925 33,880 SH   SOLE   33,880 0 0
TOTAL SYS SVCS INC COM 891906109 14,033 142,119 SH   SOLE   142,119 0 0
US FOODS HLDG CORP COM 912008109 1,005 32,610 SH   SOLE   32,610 0 0
VISA INC COM CL A 92826C839 25,312 168,643 SH   SOLE   168,643 0 0
WASTE CONNECTIONS INC COM 94106B101 18,099 226,887 SH   SOLE   226,887 0 0
WEX INC COM 96208T104 2,304 11,478 SH   SOLE   11,478 0 0