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
AGILENT TECHNOLOGIES INC COM 00846U101 13,577 202,735 SH   SOLE   202,735 0 0
ALTABA INC COM 021346101 30,886 442,173 SH   SOLE   442,173 0 0
ARAMARK COM 03852U106 56,437 1,320,475 SH   SOLE   1,320,475 0 0
BLACK KNIGHT INC COM 09215C105 2,187 49,543 SH   SOLE   49,543 0 0
BUFFALO WILD WINGS INC COM 119848109 5,048 32,287 SH   SOLE   32,287 0 0
CANNAE HLDGS INC COM 13765N107 16,525 970,331 SH   SOLE   970,331 0 0
COPART INC COM 217204106 18,096 418,996 SH   SOLE   418,996 0 0
COTT CORP QUE COM 22163N106 80,042 4,804,413 SH   SOLE   4,804,413 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 22,382 275,374 SH   SOLE   275,374 0 0
EBAY INC COM 278642103 32,873 871,030 SH   SOLE   871,030 0 0
ELECTRONIC ARTS INC COM 285512109 18,238 173,594 SH   SOLE   173,594 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 13,479 343,490 SH   SOLE   343,490 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 40,009 425,218 SH   SOLE   425,218 0 0
FISERV INC COM 337738108 17,067 130,156 SH   SOLE   130,156 0 0
GARTNER INC COM 366651107 30,036 243,894 SH   SOLE   243,894 0 0
GENTEX CORP COM 371901109 66,061 3,153,262 SH   SOLE   3,153,262 0 0
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 26,929 1,339,765 SH   SOLE   1,339,765 0 0
HAEMONETICS CORP COM 405024100 55,921 962,827 SH   SOLE   962,827 0 0
ILLINOIS TOOL WKS INC COM 452308109 13,606 81,548 SH   SOLE   81,548 0 0
J ALEXANDERS HLDGS INC COM 46609J106 3,058 315,271 SH   SOLE   315,271 0 0
JACK IN THE BOX INC COM 466367109 16,290 166,034 SH   SOLE   166,034 0 0
KAR AUCTION SVCS INC COM 48238T109 21,246 420,632 SH   SOLE   420,632 0 0
KLX INC COM 482539103 64,821 949,755 SH   SOLE   949,755 0 0
MOLSON COORS BREWING CO CL B 60871R209 24,392 297,211 SH   SOLE   297,211 0 0
PAYPAL HLDGS INC COM 70450Y103 46,263 628,406 SH   SOLE   628,406 0 0
SIMPLY GOOD FOODS CO COM 82900L102 30,160 2,114,990 SH   SOLE   2,114,990 0 0
UNITED TECHNOLOGIES CORP COM 913017109 27,038 211,945 SH   SOLE   211,945 0 0
VALMONT INDS INC COM 920253101 19,193 115,724 SH   SOLE   115,724 0 0
WEBSTER FINL CORP CONN COM 947890109 29,787 530,395 SH   SOLE   530,395 0 0