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 4,377 49,543 SH   SOLE   49,543 0 0
CALLAWAY GOLF CO COM 131193104 49,444 2,059,300 SH   SOLE   2,059,300 0 0
CANNAE HLDGS INC COM 13765N107 164,877 3,724,345 SH   SOLE   3,724,345 0 0
CHURCHILL DOWNS INC COM 171484108 169,934 872,395 SH   SOLE   872,395 0 0
COPART INC COM 217204106 50,662 398,133 SH   SOLE   398,133 0 0
CORELOGIC INC COM 21871D103 96,192 1,244,077 SH   SOLE   1,244,077 0 0
DELL TECHNOLOGIES INC CL C 24703L202 69,814 952,569 SH   SOLE   952,569 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 67,039 2,692,349 SH   SOLE   2,692,349 0 0
EBAY INC. COM 278642103 207,996 4,139,222 SH   SOLE   4,139,222 0 0
ELECTRONIC ARTS INC COM 285512109 54,194 377,397 SH   SOLE   377,397 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 78,538 555,194 SH   SOLE   555,194 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 52,603 91,600 SH   SOLE   91,600 0 0
FISERV INC COM 337738108 66,532 584,336 SH   SOLE   584,336 0 0
FOLEY TRASIMENE ACQUISITION UNIT 99/99/9999 344328208 63,750 3,750,000 SH   SOLE   3,750,000 0 0
FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 44,748 3,760,344 SH   SOLE   3,760,344 0 0
FTI CONSULTING INC COM 302941109 98,917 885,398 SH   SOLE   885,398 0 0
GARTNER INC COM 366651107 53,198 332,094 SH   SOLE   332,094 0 0
GENTEX CORP COM 371901109 78,851 2,323,930 SH   SOLE   2,323,930 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 63,190 3,426,784 SH   SOLE   3,426,784 0 0
HAEMONETICS CORP COM 405024100 47,749 402,100 SH   SOLE   402,100 0 0
ICU MED INC COM 44930G107 89,494 417,241 SH   SOLE   417,241 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 58,525 1,355,054 SH   SOLE   1,355,054 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 6,250 143,644 SH   SOLE   143,644 0 0
MARTIN MARIETTA MATLS INC COM 573284106 104,154 366,778 SH   SOLE   366,778 0 0
MASTERCARD INCORPORATED CL A 57636Q104 55,514 155,528 SH   SOLE   155,528 0 0
NCR CORP NEW COM 62886E108 66,581 1,772,191 SH   SOLE   1,772,191 0 0
PAYPAL HLDGS INC COM 70450Y103 121,955 520,730 SH   SOLE   520,730 0 0
PRIMO WATER CORPORATION COM 74167P108 165,363 10,546,115 SH   SOLE   10,546,115 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 47,254 773,263 SH   SOLE   773,263 0 0
ROCKWELL AUTOMATION INC COM 773903109 54,796 218,476 SH   SOLE   218,476 0 0
SEALED AIR CORP NEW COM 81211K100 110,009 2,402,458 SH   SOLE   2,402,458 0 0
VALMONT INDS INC COM 920253101 53,603 306,427 SH   SOLE   306,427 0 0
WEBSTER FINL CORP CONN COM 947890109 66,379 1,574,836 SH   SOLE   1,574,836 0 0