The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
APTARGROUP INC | COM | 038336103 | 195,190,785 | 1,651,500 | SH | SOLE | 1,651,500 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 43,926,731 | 306,003 | SH | SOLE | 306,003 | 0 | 0 | ||
DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 73,005,190 | 6,218,500 | SH | SOLE | 6,218,500 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 50,593,680 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 98,864,301 | 1,819,700 | SH | SOLE | 1,819,700 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 131,657,344 | 1,164,800 | SH | SOLE | 1,164,800 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 132,788,859 | 644,700 | SH | SOLE | 644,700 | 0 | 0 | ||
INTUIT | COM | 461202103 | 75,791,100 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 166,135,425 | 457,157 | SH | SOLE | 457,157 | 0 | 0 | ||
NICE LTD | SPONSORED ADR | 653656108 | 224,598,313 | 981,250 | SH | SOLE | 981,250 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 94,095,174 | 733,800 | SH | SOLE | 733,800 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 231,149,241 | 1,119,150 | SH | SOLE | 1,119,150 | 0 | 0 |