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
ALIGHT INC COM CL A 01626W101 26,557 2,668,997 SH   SOLE   2,668,997 0 0
AUSTERLITZ ACQUISITION CORP *W EXP 02/19/202 G0633D125 183 332,574 SH   SOLE   332,574 0 0
AUSTERLITZ ACQUISITION CORP *W EXP 02/19/202 G0633U127 356 635,425 SH   SOLE   635,425 0 0
AUSTERLITZ ACQUISITION CORP COM CL A G0633U101 24,858 2,541,700 SH   SOLE   2,541,700 0 0
AUSTERLITZ ACQUISITION CORP SHS CL A G0633D109 13,064 1,330,300 SH   SOLE   1,330,300 0 0
AZENTA INC COM 114340102 95,625 1,153,779 SH   SOLE   1,153,779 0 0
BIO RAD LABS INC CL A 090572207 62,269 110,557 SH   SOLE   110,557 0 0
BLACK KNIGHT INC COM 09215C105 2,873 49,543 SH   SOLE   49,543 0 0
BOYD GAMING CORP COM 103304101 43,567 662,314 SH   SOLE   662,314 0 0
CALLAWAY GOLF CO COM 131193104 26,822 1,145,266 SH   SOLE   1,145,266 0 0
CANNAE HLDGS INC COM 13765N107 82,479 3,448,121 SH   SOLE   3,448,121 0 0
CERNER CORP COM 156782104 106,666 1,140,077 SH   SOLE   1,140,077 0 0
CHURCHILL DOWNS INC COM 171484108 129,460 583,733 SH   SOLE   583,733 0 0
DELL TECHNOLOGIES INC CL C 24703L202 32,547 648,482 SH   SOLE   648,482 0 0
EBAY INC. COM 278642103 67,374 1,176,635 SH   SOLE   1,176,635 0 0
EVERCORE INC CLASS A 29977A105 42,960 385,911 SH   SOLE   385,911 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 39,948 60,018 SH   SOLE   60,018 0 0
FISERV INC COM 337738108 73,197 721,862 SH   SOLE   721,862 0 0
FTI CONSULTING INC COM 302941109 58,772 373,817 SH   SOLE   373,817 0 0
GENTEX CORP COM 371901109 41,899 1,436,368 SH   SOLE   1,436,368 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 13,410 1,148,117 SH   SOLE   1,148,117 0 0
ICU MED INC COM 44930G107 51,013 229,126 SH   SOLE   229,126 0 0
IHS HOLDING LIMITED ORD SHS G4701H109 22,025 1,987,791 SH   SOLE   1,987,791 0 0
MARTIN MARIETTA MATLS INC COM 573284106 52,900 137,443 SH   SOLE   137,443 0 0
MSC INDL DIRECT INC CL A 553530106 86,213 1,011,768 SH   SOLE   1,011,768 0 0
MSD ACQUISITION CORP *W EXP 03/25/202 G5709C125 468 599,999 SH   SOLE   599,999 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 29,400 3,000,000 SH   SOLE   3,000,000 0 0
PAYPAL HLDGS INC COM 70450Y103 40,900 353,649 SH   SOLE   353,649 0 0
PRIMO WATER CORPORATION COM 74167P108 89,269 6,264,462 SH   SOLE   6,264,462 0 0
SEALED AIR CORP NEW COM 81211K100 33,154 495,124 SH   SOLE   495,124 0 0
VALMONT INDS INC COM 920253101 43,287 181,419 SH   SOLE   181,419 0 0
VMWARE INC CL A COM 928563402 16,203 142,292 SH   SOLE   142,292 0 0
WEBSTER FINL CORP COM 947890109 58,716 1,046,259 SH   SOLE   1,046,259 0 0