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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AZENTA INC COM 114340102   29,808,756 512,002 SH   SOLE   512,002 0 0
BIO RAD LABS INC CL A 090572207   92,615,866 220,257 SH   SOLE   220,257 0 0
BLACK KNIGHT INC COM 09215C105   3,059,280 49,543 SH   SOLE   49,543 0 0
BOYD GAMING CORP COM 103304101   29,043,441 532,614 SH   SOLE   532,614 0 0
CANNAE HLDGS INC COM 13765N107   67,360,734 3,262,021 SH   SOLE   3,262,021 0 0
CHURCHILL DOWNS INC COM 171484108   86,874,261 410,889 SH   SOLE   410,889 0 0
COPART INC COM 217204106   37,843,135 621,500 SH   SOLE   621,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   21,314,871 529,957 SH   SOLE   529,957 0 0
EBAY INC. COM 278642103   39,846,781 960,858 SH   SOLE   960,858 0 0
EVERCORE INC CLASS A 29977A105   18,930,180 173,544 SH   SOLE   173,544 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   27,199,340 35,866 SH   SOLE   35,866 0 0
FISERV INC COM 337738108   57,813,455 572,014 SH   SOLE   572,014 0 0
FTI CONSULTING INC COM 302941109   53,740,620 338,417 SH   SOLE   338,417 0 0
GENTEX CORP COM 371901109   27,754,533 1,017,768 SH   SOLE   1,017,768 0 0
IAA INC COM 449253103   31,580,000 789,500 SH   SOLE   789,500 0 0
ICU MED INC COM 44930G107   26,847,505 170,482 SH   SOLE   170,482 0 0
MARTIN MARIETTA MATLS INC COM 573284106   50,304,469 148,843 SH   SOLE   148,843 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,414,152 113,347 SH   SOLE   113,347 0 0
MSC INDL DIRECT INC CL A 553530106   78,111,001 956,071 SH   SOLE   956,071 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109   30,270,000 3,000,000 SH   SOLE   3,000,000 0 0
PAYPAL HLDGS INC COM 70450Y103   20,094,652 282,149 SH   SOLE   282,149 0 0
PRICESMART INC COM 741511109   26,949,852 443,400 SH   SOLE   443,400 0 0
PRIMO WATER CORPORATION COM 74167P108   57,669,111 3,711,011 SH   SOLE   3,711,011 0 0
SEALED AIR CORP NEW COM 81211K100   25,829,460 517,832 SH   SOLE   517,832 0 0
VALMONT INDS INC COM 920253101   54,960,991 166,211 SH   SOLE   166,211 0 0
WEBSTER FINL CORP COM 947890109   25,449,984 537,600 SH   SOLE   537,600 0 0