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
APTARGROUP INC COM 038336103 219,631 1,869,200 SH   SOLE   1,869,200 0 0
AXALTA COATING SYS LTD COM G0750C108 145,673 5,926,492 SH   SOLE   5,926,492 0 0
CLARIVATE PLC ORD SHS G21810109 85,627 5,109,000 SH   SOLE   5,109,000 0 0
COMCAST CORP NEW CL A 20030N101 87,951 1,878,485 SH   SOLE   1,878,485 0 0
DOLLAR TREE INC COM 256746108 160,127 999,856 SH   SOLE   999,856 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 146,063 8,336,950 SH   SOLE   8,336,950 0 0
FAIR ISAAC CORP COM 303250104 60,733 130,200 SH   SOLE   130,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 205,314 2,044,550 SH   SOLE   2,044,550 0 0
FISERV INC COM 337738108 191,621 1,889,750 SH   SOLE   1,889,750 0 0
GLOBAL PMTS INC COM 37940X102 117,039 855,300 SH   SOLE   855,300 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 67,721 500,450 SH   SOLE   500,450 0 0
MASTERCARD INCORPORATED CL A 57636Q104 210,946 590,257 SH   SOLE   590,257 0 0
NICE LTD SPONSORED ADR 653656108 143,127 653,550 SH   SOLE   653,550 0 0
SEALED AIR CORP NEW COM 81211K100 58,752 877,423 SH   SOLE   877,423 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 66,823 434,650 SH   SOLE   434,650 0 0