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 29,845 442,404 SH   SOLE   442,404 0 0
ALTABA INC COM 021346101 21,324 368,039 SH   SOLE   368,039 0 0
ARAMARK COM 03852U106 58,262 2,011,106 SH   SOLE   2,011,106 0 0
BLACK KNIGHT INC COM 09215C105 2,232 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 64,009 3,738,847 SH   SOLE   3,738,847 0 0
COPART INC COM 217204106 14,359 300,516 SH   SOLE   300,516 0 0
COTT CORP QUE COM 22163N106 100,653 7,220,466 SH   SOLE   7,220,466 0 0
DELL TECHNOLOGIES INC CL C 24703L202 25,358 518,893 SH   SOLE   518,893 0 0
EBAY INC COM 278642103 16,960 604,204 SH   SOLE   604,204 0 0
ELECTRONIC ARTS INC COM 285512109 42,410 537,452 SH   SOLE   537,452 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 55,226 538,523 SH   SOLE   538,523 0 0
FISERV INC COM 337738108 19,371 263,587 SH   SOLE   263,587 0 0
GARTNER INC COM 366651107 34,426 269,290 SH   SOLE   269,290 0 0
GENTEX CORP COM 371901109 51,760 2,561,085 SH   SOLE   2,561,085 0 0
HAEMONETICS CORP COM 405024100 24,637 246,248 SH   SOLE   246,248 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,715 163,508 SH   SOLE   163,508 0 0
KAR AUCTION SVCS INC COM 48238T109 4,372 91,617 SH   SOLE   91,617 0 0
MARTIN MARIETTA MATLS INC COM 573284106 46,672 271,552 SH   SOLE   271,552 0 0
MOLSON COORS BREWING CO CL B 60871R209 20,270 360,940 SH   SOLE   360,940 0 0
NCR CORP NEW COM 62886E108 27,417 1,187,894 SH   SOLE   1,187,894 0 0
PAYPAL HLDGS INC COM 70450Y103 60,312 717,235 SH   SOLE   717,235 0 0
ROCKWELL AUTOMATION INC COM 773903109 47,320 314,461 SH   SOLE   314,461 0 0
SEALED AIR CORP NEW COM 81211K100 87,745 2,518,511 SH   SOLE   2,518,511 0 0
SIMPLY GOOD FOODS CO COM 82900L102 10,382 549,329 SH   SOLE   549,329 0 0
UNITED TECHNOLOGIES CORP COM 913017109 23,613 221,757 SH   SOLE   221,757 0 0
VALMONT INDS INC COM 920253101 21,639 195,036 SH   SOLE   195,036 0 0
WEBSTER FINL CORP CONN COM 947890109 46,610 945,638 SH   SOLE   945,638 0 0