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
ADVANCE AUTO PARTS INC COM 00751Y106 29,109 170,700 SH   SOLE   170,700 0 0
APPLE INC COM 037833100 18,296 96,320 SH   SOLE   96,320 0 0
ARAMARK COM 03852U106 20,036 678,050 SH   SOLE   678,050 0 0
BLACK KNIGHT INC COM 09215C105 18,297 335,724 SH   SOLE   335,724 0 0
CANNAE HLDGS INC COM 13765N107 3,753 154,684 SH   SOLE   154,684 0 0
CINTAS CORP COM 172908105 16,708 82,670 SH   SOLE   82,670 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 8,735 239,000 SH   SOLE   239,000 0 0
FIRSTSERVICE CORP NEW SUB VTG SH 33767E103 17,952 201,518 SH   SOLE   201,518 0 0
GCI LIBERTY INC COM CLASS A 36164V305 2,359 42,424 SH   SOLE   42,424 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 223 180,000 SH   SOLE   180,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 20,405 734,801 SH   SOLE   734,801 0 0
LOWES COS INC COM 548661107 20,843 190,400 SH   SOLE   190,400 0 0
SHERWIN WILLIAMS CO COM 824348106 15,217 35,330 SH   SOLE   35,330 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3,995 69,900 SH   SOLE   69,900 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 11,362 230,224 SH   SOLE   230,224 0 0
SP PLUS CORP COM 78469C103 11,403 334,198 SH   SOLE   334,198 0 0