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

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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
BLACK KNIGHT INC COM 09215C105 11,234 186,759 SH   SOLE   0 0 186,759
BOSTON SCIENTIFIC CORP COM 101137107 30,133 701,100 SH   SOLE   0 0 701,100
DUPONT DE NEMOURS INC COM 26614N102 25,663 341,855 SH   SOLE   0 0 341,855
EBAY INC COM 278642103 35,267 892,847 SH   SOLE   0 0 892,847
IAA INC COM COM 449253103 28,069 723,800 SH   SOLE   0 0 723,800
IQVIA HLDGS INC COM 46266C105 12,265 76,230 SH   SOLE   0 0 76,230
ORACLE CORP COM 68389X105 35,586 624,647 SH   SOLE   0 0 624,647
PERSPECTA INC COM 715347100 31,214 1,333,367 SH   SOLE   0 0 1,333,367
PROCTER AND GAMBLE CO COM 742718109 18,805 171,500 SH   SOLE   0 0 171,500
TRANSUNION COM 89400J107 55,016 748,415 SH   SOLE   0 0 748,415