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
BLACK KNIGHT INC COM 09215C105 2,876 49,543 SH   SOLE   49,543 0 0
CANNAE HLDGS INC COM 13765N107 104,614 3,123,729 SH   SOLE   3,123,729 0 0
CHURCHILL DOWNS INC COM 171484108 82,759 803,878 SH   SOLE   803,878 0 0
COPART INC COM 217204106 35,492 517,979 SH   SOLE   517,979 0 0
CORELOGIC INC COM 21871D103 43,063 1,410,053 SH   SOLE   1,410,053 0 0
DELL TECHNOLOGIES INC CL C 24703L202 58,105 1,469,143 SH   SOLE   1,469,143 0 0
EBAY INC COM 278642103 29,826 992,225 SH   SOLE   992,225 0 0
ELECTRONIC ARTS INC COM 285512109 50,204 501,185 SH   SOLE   501,185 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 78,990 649,375 SH   SOLE   649,375 0 0
FISERV INC COM 337738108 34,223 360,276 SH   SOLE   360,276 0 0
GENTEX CORP COM 371901109 65,339 2,948,509 SH   SOLE   2,948,509 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 53,588 2,660,784 SH   SOLE   2,660,784 0 0
HAEMONETICS CORP COM 405024100 39,272 394,064 SH   SOLE   394,064 0 0
ICU MED INC COM 44930G107 92,822 460,038 SH   SOLE   460,038 0 0
MARTIN MARIETTA MATLS INC COM 573284106 60,648 320,499 SH   SOLE   320,499 0 0
MASTERCARD INC CL A 57636Q104 36,355 150,500 SH   SOLE   150,500 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 28,773 737,580 SH   SOLE   737,580 0 0
NCR CORP NEW COM 62886E108 30,660 1,732,221 SH   SOLE   1,732,221 0 0
PAYPAL HLDGS INC COM 70450Y103 82,802 864,868 SH   SOLE   864,868 0 0
PRIMO WATER CORPORATION COM 74167P108 94,047 10,380,507 SH   SOLE   10,380,507 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 30,203 754,507 SH   SOLE   754,507 0 0
ROCKWELL AUTOMATION INC COM 773903109 35,728 236,748 SH   SOLE   236,748 0 0
SEALED AIR CORP NEW COM 81211K100 62,741 2,539,103 SH   SOLE   2,539,103 0 0
VALMONT INDS INC COM 920253101 29,577 279,082 SH   SOLE   279,082 0 0
WEBSTER FINL CORP CONN COM 947890109 28,705 1,253,488 SH   SOLE   1,253,488 0 0