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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APTARGROUP INC COM 038336103   181,631,970 1,651,500 SH   SOLE   1,651,500 0 0
AXALTA COATING SYS LTD COM G0750C108   88,987,672 3,493,823 SH   SOLE   3,493,823 0 0
CLARIVATE PLC ORD SHS G21810109   57,791,613 6,929,450 SH   SOLE   6,929,450 0 0
DOLLAR TREE INC COM 256746108   43,281,064 306,003 SH   SOLE   306,003 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   76,238,810 6,218,500 SH   SOLE   6,218,500 0 0
FAIR ISAAC CORP COM 303250104   58,391,479 97,550 SH   SOLE   97,550 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   157,391,645 2,319,700 SH   SOLE   2,319,700 0 0
FISERV INC COM 337738108   142,993,836 1,414,800 SH   SOLE   1,414,800 0 0
FIVE BELOW INC COM 33829M101   144,095,989 814,700 SH   SOLE   814,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104   158,967,204 457,157 SH   SOLE   457,157 0 0
NICE LTD SPONSORED ADR 653656108   167,541,375 871,250 SH   SOLE   871,250 0 0
PAYPAL HLDGS INC COM 70450Y103   96,367,782 1,353,100 SH   SOLE   1,353,100 0 0
PTC INC COM 69370C100   67,078,352 558,800 SH   SOLE   558,800 0 0
WORKDAY INC CL A 98138H101   187,267,370 1,119,150 SH   SOLE   1,119,150 0 0