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 49,677 618,025 SH   SOLE   618,025 0 0
ALTABA INC COM 021346101 38,108 514,139 SH   SOLE   514,139 0 0
ARAMARK COM 03852U106 105,728 3,577,927 SH   SOLE   3,577,927 0 0
BLACK KNIGHT INC COM 09215C105 2,700 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 97,869 4,034,181 SH   SOLE   4,034,181 0 0
COPART INC COM 217204106 17,772 293,317 SH   SOLE   293,317 0 0
COTT CORP QUE COM 22163N106 127,430 8,722,134 SH   SOLE   8,722,134 0 0
DELL TECHNOLOGIES INC CL C 24703L202 69,861 1,190,331 SH   SOLE   1,190,331 0 0
EBAY INC COM 278642103 36,668 987,282 SH   SOLE   987,282 0 0
ELECTRONIC ARTS INC COM 285512109 34,707 341,505 SH   SOLE   341,505 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 53,605 1,466,619 SH   SOLE   1,466,619 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 76,099 672,848 SH   SOLE   672,848 0 0
FISERV INC COM 337738108 29,864 338,288 SH   SOLE   338,288 0 0
GARTNER INC COM 366651107 57,061 376,191 SH   SOLE   376,191 0 0
GENTEX CORP COM 371901109 80,569 3,895,991 SH   SOLE   3,895,991 0 0
HAEMONETICS CORP COM 405024100 28,315 323,677 SH   SOLE   323,677 0 0
ILLINOIS TOOL WKS INC COM 452308109 32,785 228,417 SH   SOLE   228,417 0 0
MARTIN MARIETTA MATLS INC COM 573284106 78,044 387,929 SH   SOLE   387,929 0 0
MOLSON COORS BREWING CO CL B 60871R209 30,152 505,485 SH   SOLE   505,485 0 0
NCR CORP NEW COM 62886E108 42,992 1,575,358 SH   SOLE   1,575,358 0 0
PAYPAL HLDGS INC COM 70450Y103 89,050 857,570 SH   SOLE   857,570 0 0
ROCKWELL AUTOMATION INC COM 773903109 75,217 428,684 SH   SOLE   428,684 0 0
SEALED AIR CORP NEW COM 81211K100 105,137 2,282,620 SH   SOLE   2,282,620 0 0
UNITED TECHNOLOGIES CORP COM 913017109 38,696 300,228 SH   SOLE   300,228 0 0
VALMONT INDS INC COM 920253101 29,475 226,554 SH   SOLE   226,554 0 0
WEBSTER FINL CORP CONN COM 947890109 66,937 1,321,029 SH   SOLE   1,321,029 0 0
WORLDPAY INC CL A 981558109 16,287 143,500 SH   SOLE   143,500 0 0