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
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 37,288 393,210 SH   SOLE   393,210 0 0
CSX CORP COM 126408103 36,611 638,940 SH   SOLE   638,940 0 0
EAGLE MATERIALS INC COM 26969P108 17,855 305,630 SH   SOLE   305,630 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 32,926 270,680 SH   SOLE   270,680 0 0
FISERV INC COM 337738108 34,042 358,370 SH   SOLE   358,370 0 0
IHS MARKIT LTD SHS G47567105 40,073 667,890 SH   SOLE   667,890 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 23,472 290,680 SH   SOLE   290,680 0 0
JACOBS ENGR GROUP INC COM 469814107 25,508 321,780 SH   SOLE   321,780 0 0
MASONITE INTL CORP NEW COM 575385109 29,084 612,930 SH   SOLE   612,930 0 0
OPEN TEXT CORP COM 683715106 28,572 818,220 SH   SOLE   818,220 0 0
PARSONS CORPORATION COM 70202L102 28,291 885,189 SH   SOLE   885,189 0 0
PERSPECTA INC COM 715347100 23,876 1,309,014 SH   SOLE   1,309,014 0 0
R1 RCM INC COM 749397105 30,438 3,348,550 SH   SOLE   3,348,550 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 28,077 376,210 SH   SOLE   376,210 0 0
SOLARWINDS CORP COM 83417Q105 53,440 3,410,340 SH   SOLE   3,410,340 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,061 1,119,600 SH   SOLE   1,119,600 0 0
TALEND S A ADS 874224207 34,188 1,524,210 SH   SOLE   1,524,210 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 17,710 104,270 SH   SOLE   104,270 0 0