The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AIRCASTLE LTD | COM | G0129K104 | 16,121 | 723,218 | SH | SOLE | 723,218 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 56,562 | 201,883 | SH | SOLE | 201,883 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 967 | 25,130 | SH | SOLE | 25,130 | 0 | 0 | ||
| CIMPRESS N V | SHS EURO | N20146101 | 22,099 | 226,285 | SH | SOLE | 226,285 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 26,177 | 788,212 | SH | SOLE | 788,212 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 12,172 | 829,142 | SH | SOLE | 829,142 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 4,930 | 243,345 | SH | SOLE | 243,345 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 17,978 | 207,075 | SH | SOLE | 207,075 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 23,265 | 1,378,286 | SH | SOLE | 1,378,286 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 632 | 15,020 | SH | SOLE | 15,020 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 26,078 | 706,915 | SH | SOLE | 706,915 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 41,881 | 565,877 | SH | SOLE | 565,877 | 0 | 0 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 2,625 | 114,370 | SH | SOLE | 114,370 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 57,197 | 893,282 | SH | SOLE | 893,282 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 4,326 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 38,378 | 1,197,445 | SH | SOLE | 1,197,445 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 19,625 | 321,405 | SH | SOLE | 321,405 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 2,368 | 525,132 | SH | SOLE | 525,132 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 5,018 | 104,395 | SH | SOLE | 104,395 | 0 | 0 | ||
| STRAYER ED INC | COM | 863236105 | 34,587 | 396,321 | SH | SOLE | 396,321 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 16,073 | 238,470 | SH | SOLE | 238,470 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 2,339 | 54,010 | SH | SOLE | 54,010 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 53,782 | 495,319 | SH | SOLE | 495,319 | 0 | 0 | ||