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
ALPHABET INC CAP STK CL A 02079K305 5,841 5,590 SH   SOLE N/A 5,590 0 0
AMAZON COM INC COM 023135106 5,182 3,450 SH   SOLE N/A 3,450 0 0
BOOKING HLDGS INC COM 09857L108 4,272 2,480 SH   SOLE N/A 2,480 0 0
CBRE GROUP INC CL A 12504L109 4,570 114,140 SH   SOLE N/A 114,140 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,908 61,570 SH   SOLE N/A 61,570 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,682 26,150 SH   SOLE N/A 26,150 0 0
GLOBAL PMTS INC COM 37940X102 3,506 34,000 SH   SOLE N/A 34,000 0 0
GODADDY INC CL A 380237107 7,645 116,501 SH   SOLE N/A 116,501 0 0
MICROSOFT CORP COM 594918104 4,244 41,780 SH   SOLE N/A 41,780 0 0
PEGASYSTEMS INC COM 705573103 7,697 160,927 SH   SOLE N/A 160,927 0 0
REALPAGE INC COM 75606N109 2,120 44,000 SH   SOLE N/A 44,000 0 0
S&P GLOBAL INC COM 78409V104 2,914 17,150 SH   SOLE N/A 17,150 0 0
SALESFORCE COM INC COM 79466L302 4,102 29,950 SH   SOLE N/A 29,950 0 0
SERVICENOW INC COM 81762P102 3,903 21,920 SH   SOLE N/A 21,920 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,344 162,810 SH   SOLE N/A 162,810 0 0
TOTAL SYS SVCS INC COM 891906109 3,414 42,000 SH   SOLE N/A 42,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 3,778 15,430 SH   SOLE N/A 15,430 0 0
VISA INC COM CL A 92826C839 4,749 35,990 SH   SOLE N/A 35,990 0 0
WEX INC COM 96208T104 3,761 26,851 SH   SOLE N/A 26,851 0 0