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 31,158 185,100 SH   SOLE   185,100 0 0
APPLE INC COM 037833100 21,743 96,320 SH   SOLE   96,320 0 0
ARAMARK COM 03852U106 27,346 635,650 SH   SOLE   635,650 0 0
BLACK KNIGHT INC COM 09215C105 10,526 202,624 SH   SOLE   202,624 0 0
CANNAE HLDGS INC COM 13765N107 10,674 509,484 SH   SOLE   509,484 0 0
CINTAS CORP COM 172908105 22,558 114,040 SH   SOLE   114,040 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 9,405 239,000 SH   SOLE   239,000 0 0
FIRSTSERVICE CORP NEW SUB VTG SH 33767E103 20,980 248,318 SH   SOLE   248,318 0 0
GCI LIBERTY INC COM CLASS A 36164V305 2,164 42,424 SH   SOLE   42,424 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 2,234 380,000 SH   SOLE   380,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 20,023 734,801 SH   SOLE   734,801 0 0
LOWES COS INC COM 548661107 21,862 190,400 SH   SOLE   190,400 0 0
SHERWIN WILLIAMS CO COM 824348106 16,083 35,330 SH   SOLE   35,330 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3,805 50,500 SH   SOLE   50,500 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 11,222 160,724 SH   SOLE   160,724 0 0
SP PLUS CORP COM 78469C103 12,297 336,897 SH   SOLE   336,897 0 0