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
ADVANCE AUTO PARTS INC COM 00751Y106 18,453 185,100 SH   SOLE   18,453 0 0
APPLE INC COM 037833100 16,300 96,320 SH   SOLE   16,300 0 0
ARAMARK COM 03852U106 21,212 496,300 SH   SOLE   21,212 0 0
BLACK KNIGHT INC COM 09215C105 6,663 150,924 SH   SOLE   6,663 0 0
CANNAE HLDGS INC COM 13765N107 24,412 1,433,449 SH   SOLE   24,412 0 0
CINTAS CORP COM 172908105 24,154 155,000 SH   SOLE   24,154 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 14,452 368,300 SH   SOLE   14,452 0 0
FIRSTSERVICE CORP NEW SUB VTG SH 33767E103 23,231 332,094 SH   SOLE   23,231 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 622 200,000 SH   SOLE   622 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 2,301 42,424 SH   SOLE   2,301 0 0
LOWES COS INC COM 548661107 15,028 161,700 SH   SOLE   15,028 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 11,873 154,800 SH   SOLE   11,873 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 16,062 241,284 SH   SOLE   16,062 0 0
SP PLUS CORP COM 78469C103 17,141 462,015 SH   SOLE   17,141 0 0