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
8X8 INC NEW COM 282914100 3,138 151,465 SH   SOLE   151,465 0 0
ADOBE INC COM 00724F101 4,382 15,862 SH   SOLE   15,862 0 0
ALPHABET INC CAP STK CL C 02079K107 8,015 6,575 SH   SOLE   6,575 0 0
AMDOCS LTD SHS G02602103 10,594 160,242 SH   SOLE   160,242 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 9,250 57,305 SH   SOLE   57,305 0 0
BLACK KNIGHT INC COM 09215C105 8,994 147,294 SH   SOLE   147,294 0 0
COPART INC COM 217204106 7,401 92,135 SH   SOLE   92,135 0 0
EURONET WORLDWIDE INC COM 298736109 9,034 61,748 SH   SOLE   61,748 0 0
FACEBOOK INC CL A 30303M102 8,013 44,999 SH   SOLE   44,999 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,442 63,591 SH   SOLE   63,591 0 0
FIRST AMERN FINL CORP COM 31847R102 11,103 188,155 SH   SOLE   188,155 0 0
FISERV INC COM 337738108 13,593 131,222 SH   SOLE   131,222 0 0
FRONTDOOR INC COM 35905A109 6,450 132,801 SH   SOLE   132,801 0 0
GENPACT LIMITED SHS G3922B107 12,351 318,728 SH   SOLE   318,728 0 0
GLOBAL PMTS INC COM 37940X102 8,141 51,204 SH   SOLE   51,204 0 0
GODADDY INC CL A 380237107 11,374 172,388 SH   SOLE   172,388 0 0
IHS MARKIT LTD SHS G47567105 11,058 165,346 SH   SOLE   165,346 0 0
JACOBS ENGR GROUP INC COM 469814107 10,092 110,300 SH   SOLE   110,300 0 0
MICROSOFT CORP COM 594918104 11,222 80,714 SH   SOLE   80,714 0 0
S&P GLOBAL INC COM 78409V104 15,349 62,655 SH   SOLE   62,655 0 0
SALESFORCE COM INC COM 79466L302 7,571 51,005 SH   SOLE   51,005 0 0
SOLARWINDS CORP COM 83417Q105 7,117 385,758 SH   SOLE   385,758 0 0
SYNOPSYS INC COM 871607107 7,965 58,033 SH   SOLE   58,033 0 0
THOMSON REUTERS CORP COM NEW 884903709 9,385 140,323 SH   SOLE   140,323 0 0
TRADEWEB MKTS INC CL A 892672106 5,836 157,824 SH   SOLE   157,824 0 0
TRANSUNION COM 89400J107 6,373 78,574 SH   SOLE   78,574 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,201 12,196 SH   SOLE   12,196 0 0
UNIFIRST CORP MASS COM 904708104 8,312 42,601 SH   SOLE   42,601 0 0
VISA INC COM CL A 92826C839 14,982 87,098 SH   SOLE   87,098 0 0
VMWARE INC CL A COM 928563402 7,873 52,467 SH   SOLE   52,467 0 0
WASTE CONNECTIONS INC COM 94106B101 5,978 64,978 SH   SOLE   64,978 0 0
WASTE MGMT INC DEL COM 94106L109 11,600 100,872 SH   SOLE   100,872 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 6,003 31,109 SH   SOLE   31,109 0 0