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
BLACK KNIGHT INC COM 09215C105 4,313 49,543 SH   SOLE   49,543 0 0
CALLAWAY GOLF CO COM 131193104 39,415 2,059,300 SH   SOLE   2,059,300 0 0
CANNAE HLDGS INC COM 13765N107 138,769 3,724,345 SH   SOLE   3,724,345 0 0
CHURCHILL DOWNS INC COM 171484108 142,916 872,395 SH   SOLE   872,395 0 0
COPART INC COM 217204106 81,151 771,694 SH   SOLE   771,694 0 0
CORELOGIC INC COM 21871D103 100,518 1,485,415 SH   SOLE   1,485,415 0 0
DELL TECHNOLOGIES INC CL C 24703L202 110,743 1,636,034 SH   SOLE   1,636,034 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 59,580 2,321,909 SH   SOLE   2,321,909 0 0
EBAY INC. COM 278642103 136,762 2,624,990 SH   SOLE   2,624,990 0 0
ELECTRONIC ARTS INC COM 285512109 35,496 272,189 SH   SOLE   272,189 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 97,120 659,736 SH   SOLE   659,736 0 0
FISERV INC COM 337738108 53,171 515,969 SH   SOLE   515,969 0 0
FOLEY TRASIMENE ACQUISITION UNIT 99/99/9999 344328208 38,250 3,750,000 SH   SOLE   3,750,000 0 0
FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 42,454 3,760,344 SH   SOLE   3,760,344 0 0
FTI CONSULTING INC COM 302941109 58,571 552,716 SH   SOLE   552,716 0 0
GARTNER INC COM 366651107 38,565 308,645 SH   SOLE   308,645 0 0
GENTEX CORP COM 371901109 77,135 2,995,549 SH   SOLE   2,995,549 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 59,196 3,411,884 SH   SOLE   3,411,884 0 0
HAEMONETICS CORP COM 405024100 34,931 400,352 SH   SOLE   400,352 0 0
ICU MED INC COM 44930G107 75,923 415,426 SH   SOLE   415,426 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 75,111 2,264,437 SH   SOLE   2,264,437 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 4,731 143,020 SH   SOLE   143,020 0 0
MARTIN MARIETTA MATLS INC COM 573284106 86,177 366,149 SH   SOLE   366,149 0 0
MASTERCARD INCORPORATED CL A 57636Q104 52,505 155,262 SH   SOLE   155,262 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 29,730 885,881 SH   SOLE   885,881 0 0
NCR CORP NEW COM 62886E108 38,963 1,759,856 SH   SOLE   1,759,856 0 0
PAYPAL HLDGS INC COM 70450Y103 128,862 654,023 SH   SOLE   654,023 0 0
PRIMO WATER CORPORATION COM 74167P108 149,755 10,546,115 SH   SOLE   10,546,115 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 56,160 976,519 SH   SOLE   976,519 0 0
ROCKWELL AUTOMATION INC COM 773903109 48,131 218,101 SH   SOLE   218,101 0 0
SEALED AIR CORP NEW COM 81211K100 92,834 2,392,013 SH   SOLE   2,392,013 0 0
VALMONT INDS INC COM 920253101 37,887 305,094 SH   SOLE   305,094 0 0
WEBSTER FINL CORP CONN COM 947890109 33,236 1,258,481 SH   SOLE   1,258,481 0 0