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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
CRH PLC ORD G25508105 28,426,155 265,665 SH SOLE 110,393 0 155,272
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 37,180,420 396,422 SH SOLE 162,339 0 234,083
CORE & MAIN INC CL A 21874C102 49,107,499 1,017,772 SH SOLE 415,103 0 602,669
ENDAVA PLC ADS 29260V105 6,720,191 2,374,626 SH SOLE 968,804 0 1,405,822
EQUIFAX INC COM 294429105 32,583,312 205,288 SH SOLE 84,469 0 120,819
ZIFF DAVIS INC COM 48123V102 23,749,900 453,502 SH SOLE 184,256 0 269,246
LGI HOMES INC COM 50187T106 46,197,930 725,470 SH SOLE 295,454 0 430,016
QUALYS INC COM 74758T303 30,228,826 219,862 SH SOLE 89,635 0 130,227
SERVICENOW INC COM 81762P102 39,260,971 395,457 SH SOLE 162,260 0 233,197
TFI INTERNATIONAL INC COM 87241L109 36,547,179 254,560 SH SOLE 0 0 254,560
THERMO FISHER SCIENTIFIC INC COM 883556102 19,532,986 38,960 SH SOLE 16,000 0 22,960
VEEVA SYS INC CL A COM 922475108 37,845,123 213,248 SH SOLE 87,202 0 126,046