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 27,935 396,021 SH   SOLE   396,021 0 0
ALTABA INC COM 021346101 20,098 295,039 SH   SOLE   295,039 0 0
ARAMARK COM 03852U106 59,344 1,379,455 SH   SOLE   1,379,455 0 0
BLACK KNIGHT INC COM 09215C105 2,574 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 57,404 2,740,046 SH   SOLE   2,740,046 0 0
COPART INC COM 217204106 20,758 402,824 SH   SOLE   402,824 0 0
COTT CORP QUE COM 22163N106 80,456 4,981,809 SH   SOLE   4,981,809 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 64,712 666,306 SH   SOLE   666,306 0 0
EBAY INC COM 278642103 21,536 652,211 SH   SOLE   652,211 0 0
ELECTRONIC ARTS INC COM 285512109 33,841 280,862 SH   SOLE   280,862 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 46,718 428,334 SH   SOLE   428,334 0 0
FISERV INC COM 337738108 19,896 241,512 SH   SOLE   241,512 0 0
GARTNER INC COM 366651107 32,418 204,532 SH   SOLE   204,532 0 0
GENTEX CORP COM 371901109 45,266 2,109,304 SH   SOLE   2,109,304 0 0
HAEMONETICS CORP COM 405024100 19,356 168,929 SH   SOLE   168,929 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,953 148,477 SH   SOLE   148,477 0 0
KAR AUCTION SVCS INC COM 48238T109 19,963 334,438 SH   SOLE   334,438 0 0
MARTIN MARIETTA MATLS INC COM 573284106 39,760 218,521 SH   SOLE   218,521 0 0
MOLSON COORS BREWING CO CL B 60871R209 22,039 358,353 SH   SOLE   358,353 0 0
PAYPAL HLDGS INC COM 70450Y103 42,858 487,906 SH   SOLE   487,906 0 0
ROCKWELL AUTOMATION INC COM 773903109 39,896 212,756 SH   SOLE   212,756 0 0
SEALED AIR CORP NEW COM 81211K100 44,778 1,115,278 SH   SOLE   1,115,278 0 0
SIMPLY GOOD FOODS CO COM 82900L102 19,099 981,972 SH   SOLE   981,972 0 0
UNITED TECHNOLOGIES CORP COM 913017109 29,457 210,693 SH   SOLE   210,693 0 0
VALMONT INDS INC COM 920253101 26,137 188,714 SH   SOLE   188,714 0 0
WEBSTER FINL CORP CONN COM 947890109 36,894 625,743 SH   SOLE   625,743 0 0