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 37,745 442,451 SH   SOLE   442,451 0 0
ARAMARK COM 03852U106 74,872 1,725,161 SH   SOLE   1,725,161 0 0
BLACK KNIGHT INC COM 09215C105 3,195 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 133,615 3,592,756 SH   SOLE   3,592,756 0 0
CHURCHILL DOWNS INC COM 171484108 143,060 1,042,708 SH   SOLE   1,042,708 0 0
COPART INC COM 217204106 64,062 704,440 SH   SOLE   704,440 0 0
CORELOGIC INC COM 21871D103 36,804 842,006 SH   SOLE   842,006 0 0
COTT CORP QUE COM 22163N106 149,945 10,960,858 SH   SOLE   10,960,858 0 0
DELL TECHNOLOGIES INC CL C 24703L202 83,477 1,624,382 SH   SOLE   1,624,382 0 0
EBAY INC COM 278642103 48,037 1,330,298 SH   SOLE   1,330,298 0 0
ELECTRONIC ARTS INC COM 285512109 48,577 451,833 SH   SOLE   451,833 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 70,933 1,564,131 SH   SOLE   1,564,131 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 97,866 703,617 SH   SOLE   703,617 0 0
FISERV INC COM 337738108 41,691 360,554 SH   SOLE   360,554 0 0
GENTEX CORP COM 371901109 85,155 2,938,420 SH   SOLE   2,938,420 0 0
HAEMONETICS CORP COM 405024100 32,239 280,586 SH   SOLE   280,586 0 0
ICU MED INC COM 44930G107 85,694 457,964 SH   SOLE   457,964 0 0
ILLINOIS TOOL WKS INC COM 452308109 12,920 71,927 SH   SOLE   71,927 0 0
MARTIN MARIETTA MATLS INC COM 573284106 51,607 184,548 SH   SOLE   184,548 0 0
MOLSON COORS BREWING CO CL B 60871R209 35,809 664,363 SH   SOLE   664,363 0 0
NCR CORP NEW COM 62886E108 60,952 1,733,555 SH   SOLE   1,733,555 0 0
PAYPAL HLDGS INC COM 70450Y103 86,968 803,990 SH   SOLE   803,990 0 0
ROCKWELL AUTOMATION INC COM 773903109 52,037 256,756 SH   SOLE   256,756 0 0
SEALED AIR CORP NEW COM 81211K100 110,777 2,781,256 SH   SOLE   2,781,256 0 0
VALMONT INDS INC COM 920253101 41,833 279,297 SH   SOLE   279,297 0 0
WEBSTER FINL CORP CONN COM 947890109 97,137 1,820,410 SH   SOLE   1,820,410 0 0