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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
Expires: July 31, 2015
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
AXON ENTERPRISE INC COM 05464C101 17,220,422 28,975 SH SOLE 28,975 0 0
EQUIFAX INC COM 294429105 11,982,282 47,017 SH SOLE 47,017 0 0
FAIR ISAAC CORP COM 303250104 15,483,463 7,777 SH SOLE 7,777 0 0
GARTNER INC COM 366651107 12,731,872 26,280 SH SOLE 26,280 0 0
MOODYS CORP COM 615369105 11,710,227 24,738 SH SOLE 24,738 0 0
SALESFORCE INC COM 79466L302 7,167,367 21,438 SH SOLE 21,438 0 0
TRADEWEB MKTS INC CL A 892672106 12,975,874 99,113 SH SOLE 99,113 0 0
VEEVA SYS INC CL A COM 922475108 14,465,621 68,802 SH SOLE 68,802 0 0