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 INC COM 00724F101 16,165 60,660 SH   SOLE N/A 60,660 0 0
AMAZON COM INC COM 023135106 8,993 5,050 SH   SOLE N/A 5,050 0 0
BALL CORP COM 058498106 12,705 219,587 SH   SOLE N/A 219,587 0 0
BECTON DICKINSON & CO COM 075887109 9,362 37,490 SH   SOLE N/A 37,490 0 0
BOEING CO COM 097023105 13,918 36,490 SH   SOLE N/A 36,490 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 5,140 93,824 SH   SOLE N/A 93,824 0 0
DANAHER CORPORATION COM 235851102 15,857 120,110 SH   SOLE N/A 120,110 0 0
DOLLAR TREE INC COM 256746108 4,948 47,110 SH   SOLE N/A 47,110 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,125 89,520 SH   SOLE N/A 89,520 0 0
FISERV INC COM 337738108 13,825 156,600 SH   SOLE N/A 156,600 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 11,458 277,960 SH   SOLE N/A 277,960 0 0
MASTERCARD INC CL A 57636Q104 15,401 65,410 SH   SOLE N/A 65,410 0 0
MICROSOFT CORP COM 594918104 15,603 132,300 SH   SOLE N/A 132,300 0 0
NOVANTA INC COM 67000B104 10,897 128,610 SH   SOLE N/A 128,610 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,580 85,760 SH   SOLE N/A 85,760 0 0
PAYPAL HLDGS INC COM 70450Y103 13,017 125,360 SH   SOLE N/A 125,360 0 0
PETIQ INC COM CL A 71639T106 9,576 304,886 SH   SOLE N/A 304,886 0 0
REALPAGE INC COM 75606N109 17,460 287,690 SH   SOLE N/A 287,690 0 0
ROPER TECHNOLOGIES INC COM 776696106 15,672 45,830 SH   SOLE N/A 45,830 0 0
SALESFORCE COM INC COM 79466L302 12,183 76,930 SH   SOLE N/A 76,930 0 0
SHERWIN WILLIAMS CO COM 824348106 10,182 23,640 SH   SOLE N/A 23,640 0 0
TABLEAU SOFTWARE INC CL A 87336U105 12,298 96,620 SH   SOLE N/A 96,620 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,432 45,420 SH   SOLE N/A 45,420 0 0
TOTAL SYS SVCS INC COM 891906109 12,269 129,130 SH   SOLE N/A 129,130 0 0
UNION PACIFIC CORP COM 907818108 11,704 70,000 SH   SOLE N/A 70,000 0 0
UPLAND SOFTWARE INC COM 91544A109 5,660 133,610 SH   SOLE N/A 133,610 0 0
VISA INC COM CL A 92826C839 14,604 93,500 SH   SOLE N/A 93,500 0 0
VMWARE INC CL A COM 928563402 11,970 66,310 SH   SOLE N/A 66,310 0 0
WEX INC COM 96208T104 9,210 47,970 SH   SOLE N/A 47,970 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 14,993 172,770 SH   SOLE N/A 172,770 0 0