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
AUSTERLITZ ACQUISITION CORP COM CL A G0633U101 24,934 2,541,700 SH   SOLE   2,541,700 0 0
AUSTERLITZ ACQUISITION CORP SHS CL A G0633D109 13,050 1,330,300 SH   SOLE   1,330,300 0 0
AVANTOR INC COM 05352A100 23,671 1,207,700 SH   SOLE   1,207,700 0 0
AZENTA INC COM 114340102 42,092 982,072 SH   SOLE   982,072 0 0
BIO RAD LABS INC CL A 090572207 85,704 205,457 SH   SOLE   205,457 0 0
BLACK KNIGHT INC COM 09215C105 3,207 49,543 SH   SOLE   49,543 0 0
BOYD GAMING CORP COM 103304101 29,067 610,014 SH   SOLE   610,014 0 0
CANNAE HLDGS INC COM 13765N107 77,887 3,769,934 SH   SOLE   3,769,934 0 0
CHURCHILL DOWNS INC COM 171484108 92,302 501,233 SH   SOLE   501,233 0 0
COPART INC COM 217204106 30,313 284,900 SH   SOLE   284,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 22,159 648,482 SH   SOLE   648,482 0 0
EBAY INC. COM 278642103 40,201 1,092,135 SH   SOLE   1,092,135 0 0
EVERCORE INC CLASS A 29977A105 25,786 313,511 SH   SOLE   313,511 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 34,703 43,518 SH   SOLE   43,518 0 0
FISERV INC COM 337738108 62,089 663,562 SH   SOLE   663,562 0 0
FTI CONSULTING INC COM 302941109 61,945 373,817 SH   SOLE   373,817 0 0
GENTEX CORP COM 371901109 24,264 1,017,768 SH   SOLE   1,017,768 0 0
ICU MED INC COM 44930G107 38,076 252,826 SH   SOLE   252,826 0 0
IHS HOLDING LIMITED ORD SHS G4701H109 11,092 1,987,791 SH   SOLE   1,987,791 0 0
MARTIN MARIETTA MATLS INC COM 573284106 47,941 148,843 SH   SOLE   148,843 0 0
MSC INDL DIRECT INC CL A 553530106 79,394 1,090,432 SH   SOLE   1,090,432 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 29,730 3,000,000 SH   SOLE   3,000,000 0 0
PAYPAL HLDGS INC COM 70450Y103 29,802 346,249 SH   SOLE   346,249 0 0
PRICESMART INC COM 741511109 25,535 443,400 SH   SOLE   443,400 0 0
PRIMO WATER CORPORATION COM 74167P108 63,282 5,042,422 SH   SOLE   5,042,422 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 20,621 251,900 SH   SOLE   251,900 0 0
SEALED AIR CORP NEW COM 81211K100 26,449 594,224 SH   SOLE   594,224 0 0
VALMONT INDS INC COM 920253101 48,946 182,211 SH   SOLE   182,211 0 0
WEBSTER FINL CORP COM 947890109 34,841 770,811 SH   SOLE   770,811 0 0