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 |
| APTIV PLC | SHS | G6095L109 | 5,641 | 72,393 | SH | SOLE | 72,393 | 0 | 0 | ||
| CAE INC | COM | 124765108 | 14,291 | 882,690 | SH | SOLE | 882,690 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 193,473 | 1,609,596 | SH | SOLE | 1,609,596 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 6,123 | 137,015 | SH | SOLE | 137,015 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 875 | 22,450 | SH | SOLE | 22,450 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 56,022 | 133,700 | SH | SOLE | 133,700 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 8,049 | 417,910 | SH | SOLE | 417,910 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 112,731 | 1,061,202 | SH | SOLE | 1,061,202 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 17,693 | 511,347 | SH | SOLE | 511,347 | 0 | 0 | ||
| GARTNER INC | COM | 366651107 | 9,258 | 76,307 | SH | SOLE | 76,307 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 27,151 | 370,260 | SH | SOLE | 370,260 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 3,619 | 453,483 | SH | SOLE | 453,483 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 8,117 | 512,109 | SH | SOLE | 512,109 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 14,061 | 43,480 | SH | SOLE | 43,480 | 0 | 0 | ||
| INGERSOLL RAND INC | COM | 45687V106 | 22,343 | 794,562 | SH | SOLE | 794,562 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 10,883 | 130,040 | SH | SOLE | 130,040 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 55,110 | 316,304 | SH | SOLE | 316,304 | 0 | 0 | ||
| SEI INVTS CO | COM | 784117103 | 19,736 | 358,975 | SH | SOLE | 358,975 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 16,277 | 437,210 | SH | SOLE | 437,210 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 36,019 | 234,425 | SH | SOLE | 234,425 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 30,975 | 70,072 | SH | SOLE | 70,072 | 0 | 0 | ||
| TRITON INTL LTD | CL A | G9078F107 | 15,578 | 515,158 | SH | SOLE | 515,158 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 60,595 | 306,638 | SH | SOLE | 306,638 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 16,959 | 733,220 | SH | SOLE | 733,220 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 79,262 | 309,679 | SH | SOLE | 309,679 | 0 | 0 | ||