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 |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 37,288 | 393,210 | SH | SOLE | 393,210 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 36,611 | 638,940 | SH | SOLE | 638,940 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 17,855 | 305,630 | SH | SOLE | 305,630 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 32,926 | 270,680 | SH | SOLE | 270,680 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 34,042 | 358,370 | SH | SOLE | 358,370 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 40,073 | 667,890 | SH | SOLE | 667,890 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 23,472 | 290,680 | SH | SOLE | 290,680 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 25,508 | 321,780 | SH | SOLE | 321,780 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 29,084 | 612,930 | SH | SOLE | 612,930 | 0 | 0 | ||
OPEN TEXT CORP | COM | 683715106 | 28,572 | 818,220 | SH | SOLE | 818,220 | 0 | 0 | ||
PARSONS CORPORATION | COM | 70202L102 | 28,291 | 885,189 | SH | SOLE | 885,189 | 0 | 0 | ||
PERSPECTA INC | COM | 715347100 | 23,876 | 1,309,014 | SH | SOLE | 1,309,014 | 0 | 0 | ||
R1 RCM INC | COM | 749397105 | 30,438 | 3,348,550 | SH | SOLE | 3,348,550 | 0 | 0 | ||
SCIENCE APPLICATNS INTL CP N | COM | 808625107 | 28,077 | 376,210 | SH | SOLE | 376,210 | 0 | 0 | ||
SOLARWINDS CORP | COM | 83417Q105 | 53,440 | 3,410,340 | SH | SOLE | 3,410,340 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 49,061 | 1,119,600 | SH | SOLE | 1,119,600 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 34,188 | 1,524,210 | SH | SOLE | 1,524,210 | 0 | 0 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 17,710 | 104,270 | SH | SOLE | 104,270 | 0 | 0 |