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
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
CRH PLC ORD G25508105 60,916,515 579,495 SH SOLE 256,922 0 322,573
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 52,592,445 492,024 SH SOLE 218,164 0 273,860
CORE & MAIN INC CL A 21874C102 62,404,401 1,263,247 SH SOLE 557,786 0 705,461
ENDAVA PLC ADS 29260V105 13,037,108 2,949,572 SH SOLE 1,304,446 0 1,645,126
EQUIFAX INC COM 294429105 26,734,993 148,470 SH SOLE 65,773 0 82,697
ZIFF DAVIS INC COM 48123V102 23,651,467 563,667 SH SOLE 248,746 0 314,921
LGI HOMES INC COM 50187T106 35,586,131 900,231 SH SOLE 397,242 0 502,989
QUALYS INC COM 74758T303 41,201,738 469,001 SH SOLE 207,946 0 261,055
SERVICENOW INC COM 81762P102 45,349,503 433,759 SH SOLE 192,320 0 241,439
TRANSFORCE INC COM 87241L109 42,860,944 394,559 SH SOLE 0 0 394,559
VEEVA SYS INC CL A COM 922475108 46,594,518 265,254 SH SOLE 117,597 0 147,657