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 |
|
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 | 282,694 | 2,385,803 | SH | SOLE | 2,385,803 | 0 | 0 | ||
AON PLC | COM | G0403H108 | 525,031 | 2,485,120 | SH | SOLE | 2,485,120 | 0 | 0 | ||
ASPEN TECHNOLOGY INC | COM | 045327103 | 507,725 | 3,898,083 | SH | SOLE | 3,898,083 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING | COM | 053015103 | 166,023 | 942,241 | SH | SOLE | 942,241 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC-A | COM | 16119P108 | 596,968 | 902,377 | SH | SOLE | 902,377 | 0 | 0 | ||
DOLLAR GENERAL CORP | COM | 256677105 | 503,439 | 2,393,911 | SH | SOLE | 2,393,911 | 0 | 0 | ||
FIDELITY NATIONAL INFO SERV | COM | 31620M106 | 379,859 | 2,685,276 | SH | SOLE | 2,685,276 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 613,133 | 5,384,971 | SH | SOLE | 5,384,971 | 0 | 0 | ||
GODADDY INC - CLASS A | COM | 380237107 | 540,754 | 6,519,032 | SH | SOLE | 6,519,032 | 0 | 0 | ||
STRYKER CORP | COM | 863667101 | 436,308 | 1,780,559 | SH | SOLE | 1,780,559 | 0 | 0 | ||
TJX COMPANIES INC | COM | 872540109 | 233,230 | 3,415,288 | SH | SOLE | 3,415,288 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 267,517 | 2,696,201 | SH | SOLE | 2,696,201 | 0 | 0 | ||
VISA INC-CLASS A SHARES | COM | 92826C839 | 23,030 | 105,289 | SH | SOLE | 105,289 | 0 | 0 |