The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 282,147 | 2,795,198 | SH | SOLE | 2,795,198 | 0 | 0 | ||
AON PLC | COM | G0403H108 | 418,810 | 2,030,103 | SH | SOLE | 2,030,103 | 0 | 0 | ||
ASPEN TECHNOLOGY INC | COM | 045327103 | 409,367 | 3,233,801 | SH | SOLE | 3,233,801 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING | COM | 053015103 | 161,135 | 1,155,170 | SH | SOLE | 1,155,170 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC-A | COM | 16119P108 | 431,775 | 691,570 | SH | SOLE | 691,570 | 0 | 0 | ||
DOLLAR GENERAL CORP | COM | 256677105 | 309,203 | 1,475,063 | SH | SOLE | 1,475,063 | 0 | 0 | ||
FIDELITY NATIONAL INFO SERV | COM | 31620M106 | 376,002 | 2,554,189 | SH | SOLE | 2,554,189 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 483,708 | 4,693,919 | SH | SOLE | 4,693,919 | 0 | 0 | ||
GODADDY INC - CLASS A | COM | 380237107 | 436,117 | 5,740,649 | SH | SOLE | 5,740,649 | 0 | 0 | ||
STRYKER CORP | COM | 863667101 | 429,470 | 2,061,093 | SH | SOLE | 2,061,093 | 0 | 0 | ||
TJX COMPANIES INC | COM | 872540109 | 437,436 | 7,860,494 | SH | SOLE | 7,860,494 | 0 | 0 | ||
VISA INC-CLASS A SHARES | COM | 92826C839 | 81,047 | 405,295 | SH | SOLE | 405,295 | 0 | 0 |