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 24,490 396,021 SH   SOLE   396,021 0 0
ALTABA INC COM 021346101 31,665 432,525 SH   SOLE   432,525 0 0
ARAMARK COM 03852U106 51,178 1,379,455 SH   SOLE   1,379,455 0 0
BLACK KNIGHT INC COM 09215C105 2,653 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 23,598 1,272,121 SH   SOLE   1,272,121 0 0
COPART INC COM 217204106 23,379 413,353 SH   SOLE   413,353 0 0
COTT CORP QUE COM 22163N106 103,791 6,271,360 SH   SOLE   6,271,360 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 39,782 470,347 SH   SOLE   470,347 0 0
EBAY INC COM 278642103 31,510 869,011 SH   SOLE   869,011 0 0
ELECTRONIC ARTS INC COM 285512109 22,713 161,062 SH   SOLE   161,062 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 50,444 475,749 SH   SOLE   475,749 0 0
FISERV INC COM 337738108 19,690 265,754 SH   SOLE   265,754 0 0
GARTNER INC COM 366651107 29,548 222,332 SH   SOLE   222,332 0 0
GENTEX CORP COM 371901109 61,954 2,691,304 SH   SOLE   2,691,304 0 0
HAEMONETICS CORP COM 405024100 50,830 566,789 SH   SOLE   566,789 0 0
ILLINOIS TOOL WKS INC COM 452308109 16,109 116,277 SH   SOLE   116,277 0 0
KAR AUCTION SVCS INC COM 48238T109 30,618 558,723 SH   SOLE   558,723 0 0
MARTIN MARIETTA MATLS INC COM 573284106 29,038 130,021 SH   SOLE   130,021 0 0
MOLSON COORS BREWING CO CL B 60871R209 35,793 526,053 SH   SOLE   526,053 0 0
PAYPAL HLDGS INC COM 70450Y103 40,628 487,906 SH   SOLE   487,906 0 0
ROCKWELL AUTOMATION INC COM 773903109 42,631 256,456 SH   SOLE   256,456 0 0
SIMPLY GOOD FOODS CO COM 82900L102 36,469 2,525,531 SH   SOLE   2,525,531 0 0
UNITED TECHNOLOGIES CORP COM 913017109 26,343 210,693 SH   SOLE   210,693 0 0
VALMONT INDS INC COM 920253101 28,600 189,717 SH   SOLE   189,717 0 0
WEBSTER FINL CORP CONN COM 947890109 39,860 625,743 SH   SOLE   625,743 0 0