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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 12,952,571 24,627 SH SOLE 24,627 0 0
EQUIFAX INC COM 294429105 13,961,833 57,324 SH SOLE 57,324 0 0
FAIR ISAAC CORP COM 303250104 14,782,787 8,016 SH SOLE 8,016 0 0
GARTNER INC COM 366651107 11,855,556 28,245 SH SOLE 28,245 0 0
MOODYS CORP COM 615369105 11,248,276 24,154 SH SOLE 24,154 0 0
SALESFORCE INC COM 79466L302 1,393,057 5,191 SH SOLE 5,191 0 0
TRADEWEB MKTS INC CL A 892672106 15,777,438 106,274 SH SOLE 106,274 0 0
VEEVA SYS INC CL A COM 922475108 11,474,487 49,538 SH SOLE 49,538 0 0