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 | 21,027 | 989,023 | SH | SOLE | 989,023 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 9,742 | 120,523 | SH | SOLE | 120,523 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 453 | 13,050 | SH | SOLE | 13,050 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 117,471 | 1,876,836 | SH | SOLE | 1,876,836 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 499 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 7,201 | 170,320 | SH | SOLE | 170,320 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 72,369 | 149,575 | SH | SOLE | 149,575 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 4,555 | 160,095 | SH | SOLE | 160,095 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 47,980 | 781,821 | SH | SOLE | 781,821 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 24,883 | 638,357 | SH | SOLE | 638,357 | 0 | 0 | ||
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 53,774 | 1,554,162 | SH | SOLE | 1,554,162 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 1,554 | 101,220 | SH | SOLE | 101,220 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 50,588 | 505,877 | SH | SOLE | 505,877 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 26,973 | 2,345,456 | SH | SOLE | 2,345,456 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 13,023 | 739,953 | SH | SOLE | 739,953 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 42,782 | 373,774 | SH | SOLE | 373,774 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 19,498 | 347,565 | SH | SOLE | 347,565 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 26,171 | 534,112 | SH | SOLE | 534,112 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 49,773 | 102,880 | SH | SOLE | 102,880 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 1,493 | 4,304 | SH | SOLE | 4,304 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 36,427 | 249,501 | SH | SOLE | 249,501 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 10,078 | 61,410 | SH | SOLE | 61,410 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 23,033 | 673,865 | SH | SOLE | 673,865 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 92,026 | 439,288 | SH | SOLE | 439,288 | 0 | 0 | ||