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
ADVANCED DRAIN SYS INC DEL COM 00790r104 18,252 469,930 SH   SOLE   469,930 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133t103 24,902 201,570 SH   SOLE   201,570 0 0
CSX CORP COM 126408103 17,525 242,190 SH   SOLE   242,190 0 0
CUSHMAN WAKEFIELD PLC SHS g2717b108 18,973 928,220 SH   SOLE   928,220 0 0
DOLLAR TREE INC COM 256746108 35,302 375,350 SH   SOLE   375,350 0 0
FIDELITY NATL INFORMATION SV COM 31620m106 19,744 141,950 SH   SOLE   141,950 0 0
FISERV INC COM 337738108 32,532 281,349 SH   SOLE   281,349 0 0
IHS MARKIT LTD SHS g47567105 25,356 336,510 SH   SOLE   336,510 0 0
JACOBS ENGR GROUP INC COM 469814107 27,732 308,720 SH   SOLE   308,720 0 0
MASONITE INTL CORP NEW COM 575385109 41,618 576,350 SH   SOLE   576,350 0 0
OPEN TEXT CORP COM 683715106 22,137 502,320 SH   SOLE   502,320 0 0
PARSONS CORPORATION COM 70202l102 24,672 597,680 SH   SOLE   597,680 0 0
PERSPECTA INC COM 715347100 23,938 905,360 SH   SOLE   905,360 0 0
R1 RCM INC COM 749397105 29,380 2,263,450 SH   SOLE   2,263,450 0 0
SOLARWINDS CORP COM 83417q105 47,542 2,562,890 SH   SOLE   2,562,890 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467j100 45,095 734,440 SH   SOLE   734,440 0 0
TALEND S A ADS 874224207 47,854 1,223,570 SH   SOLE   1,223,570 0 0
US FOODS HLDG CORP COM 912008109 40,033 955,680 SH   SOLE   955,680 0 0
VERRA MOBILITY CORP COM 92511u102 27,154 1,940,959 SH   SOLE   1,940,959 0 0