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 183,347 1,776,450 SH   SOLE   1,776,450 0 0
AVALARA INC COM 05338G106 84,762 1,200,600 SH   SOLE   1,200,600 0 0
AXALTA COATING SYS LTD COM G0750C108 124,479 5,629,992 SH   SOLE   5,629,992 0 0
CLARIVATE PLC ORD SHS G21810109 83,470 6,022,400 SH   SOLE   6,022,400 0 0
COMCAST CORP NEW CL A 20030N101 98,700 2,515,285 SH   SOLE   2,515,285 0 0
DOLLAR TREE INC COM 256746108 106,867 685,706 SH   SOLE   685,706 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 118,957 7,914,650 SH   SOLE   7,914,650 0 0
FAIR ISAAC CORP COM 303250104 89,962 224,400 SH   SOLE   224,400 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 181,383 1,978,650 SH   SOLE   1,978,650 0 0
FISERV INC COM 337738108 162,659 1,828,250 SH   SOLE   1,828,250 0 0
FIVE BELOW INC COM 33829M101 42,037 370,600 SH   SOLE   370,600 0 0
GLOBAL PMTS INC COM 37940X102 91,632 828,200 SH   SOLE   828,200 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 87,748 758,800 SH   SOLE   758,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 158,373 502,007 SH   SOLE   502,007 0 0
NICE LTD SPONSORED ADR 653656108 153,768 799,000 SH   SOLE   799,000 0 0
PTC INC COM 69370C100 62,374 586,550 SH   SOLE   586,550 0 0
SEALED AIR CORP NEW COM 81211K100 39,641 686,773 SH   SOLE   686,773 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 50,611 413,050 SH   SOLE   413,050 0 0