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 14,930 223,175 SH   SOLE   223,175 0 0
ALTABA INC COM 021346101 32,024 432,525 SH   SOLE   432,525 0 0
ARAMARK COM 03852U106 60,694 1,534,221 SH   SOLE   1,534,221 0 0
BLACK KNIGHT INC COM 09215C105 2,333 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 18,988 1,006,808 SH   SOLE   1,006,808 0 0
COPART INC COM 217204106 22,764 446,968 SH   SOLE   446,968 0 0
COTT CORP QUE COM 22163N106 88,562 6,016,460 SH   SOLE   6,016,460 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 35,012 478,240 SH   SOLE   478,240 0 0
EBAY INC COM 278642103 35,216 875,161 SH   SOLE   875,161 0 0
ELECTRONIC ARTS INC COM 285512109 22,532 185,844 SH   SOLE   185,844 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 19,177 479,191 SH   SOLE   479,191 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 45,815 475,749 SH   SOLE   475,749 0 0
FISERV INC COM 337738108 20,433 286,543 SH   SOLE   286,543 0 0
GARTNER INC COM 366651107 30,163 256,445 SH   SOLE   256,445 0 0
GENTEX CORP COM 371901109 70,994 3,083,996 SH   SOLE   3,083,996 0 0
HAEMONETICS CORP COM 405024100 68,499 936,296 SH   SOLE   936,296 0 0
ILLINOIS TOOL WKS INC COM 452308109 15,092 96,333 SH   SOLE   96,333 0 0
KAR AUCTION SVCS INC COM 48238T109 27,269 503,125 SH   SOLE   503,125 0 0
KLX INC COM 482539103 78,470 1,104,274 SH   SOLE   1,104,274 0 0
MARTIN MARIETTA MATLS INC COM 573284106 16,273 78,500 SH   SOLE   78,500 0 0
MOLSON COORS BREWING CO CL B 60871R209 30,042 398,802 SH   SOLE   398,802 0 0
PAYPAL HLDGS INC COM 70450Y103 29,533 389,260 SH   SOLE   389,260 0 0
SIMPLY GOOD FOODS CO COM 82900L102 34,676 2,525,531 SH   SOLE   2,525,531 0 0
UNITED TECHNOLOGIES CORP COM 913017109 26,358 209,488 SH   SOLE   209,488 0 0
VALMONT INDS INC COM 920253101 27,756 189,717 SH   SOLE   189,717 0 0
WEBSTER FINL CORP CONN COM 947890109 36,294 655,120 SH   SOLE   655,120 0 0