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
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
AGILENT TECHNOLOGIES INC COM 00846U101 50,822 680,622 SH   SOLE   680,622 0 0
ALTABA INC COM 021346101 35,695 514,561 SH   SOLE   514,561 0 0
ARAMARK COM 03852U106 137,799 3,821,390 SH   SOLE   3,821,390 0 0
BLACK KNIGHT INC COM 09215C105 2,980 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 116,911 4,034,181 SH   SOLE   4,034,181 0 0
CHURCHILL DOWNS INC COM 171484108 86,892 755,120 SH   SOLE   755,120 0 0
COTT CORP QUE COM 22163N106 139,099 10,419,417 SH   SOLE   10,419,417 0 0
DELL TECHNOLOGIES INC CL C 24703L202 53,431 1,051,792 SH   SOLE   1,051,792 0 0
EBAY INC COM 278642103 41,193 1,042,852 SH   SOLE   1,042,852 0 0
ELECTRONIC ARTS INC COM 285512109 39,316 388,266 SH   SOLE   388,266 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 67,776 1,681,783 SH   SOLE   1,681,783 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 83,457 680,278 SH   SOLE   680,278 0 0
FISERV INC COM 337738108 32,473 356,216 SH   SOLE   356,216 0 0
GARTNER INC COM 366651107 12,357 76,783 SH   SOLE   76,783 0 0
GENTEX CORP COM 371901109 98,808 4,014,939 SH   SOLE   4,014,939 0 0
HAEMONETICS CORP COM 405024100 51,844 430,810 SH   SOLE   430,810 0 0
ICU MED INC COM 44930G107 57,351 227,666 SH   SOLE   227,666 0 0
ILLINOIS TOOL WKS INC COM 452308109 36,316 240,808 SH   SOLE   240,808 0 0
MARTIN MARIETTA MATLS INC COM 573284106 93,877 407,967 SH   SOLE   407,967 0 0
MOLSON COORS BREWING CO CL B 60871R209 47,675 851,337 SH   SOLE   851,337 0 0
NCR CORP NEW COM 62886E108 53,832 1,730,933 SH   SOLE   1,730,933 0 0
PAYPAL HLDGS INC COM 70450Y103 76,968 672,441 SH   SOLE   672,441 0 0
ROCKWELL AUTOMATION INC COM 773903109 66,897 408,330 SH   SOLE   408,330 0 0
SEALED AIR CORP NEW COM 81211K100 107,462 2,511,974 SH   SOLE   2,511,974 0 0
UNITED TECHNOLOGIES CORP COM 913017109 29,961 230,115 SH   SOLE   230,115 0 0
VALMONT INDS INC COM 920253101 35,056 276,442 SH   SOLE   276,442 0 0
WEBSTER FINL CORP CONN COM 947890109 79,906 1,672,721 SH   SOLE   1,672,721 0 0
WORLDPAY INC CL A 981558109 22,060 180,005 SH   SOLE   180,005 0 0