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
CAE INC COM 124765108 52,769 1,852,181 SH   SOLE   1,852,181 0 0
CARVANA CO CL A 146869102 213,664 814,269 SH   SOLE   814,269 0 0
CREDIT ACCEP CORP MICH COM 225310101 40,963 113,714 SH   SOLE   113,714 0 0
ETSY INC COM 29786a106 162,619 806,360 SH   SOLE   806,360 0 0
GARTNER INC COM 366651107 35,004 191,752 SH   SOLE   191,752 0 0
GODADDY INC CL A 380237107 66,414 855,624 SH   SOLE   855,624 0 0
IAC INTERACTIVECORP NEW COM 44891n109 11,603 53,640 SH   SOLE   53,640 0 0
INGERSOLL RAND INC COM 45687v106 30,019 610,016 SH   SOLE   610,016 0 0
MIMEDX GROUP INC COM 602496101 1,850 179,659 SH   SOLE   179,659 0 0
PAYPAL HLDGS INC COM 70450y103 70,500 290,314 SH   SOLE   290,314 0 0
SEI INVTS CO COM 784117103 22,732 373,085 SH   SOLE   373,085 0 0
SENSATA TECHNOLOGIES HLDG PL SHS g8060n102 34,091 588,280 SH   SOLE   588,280 0 0
SYNNEX CORP COM 87162w100 22,367 194,770 SH   SOLE   194,770 0 0
TRANSDIGM GROUP INC COM 893641100 26,014 44,247 SH   SOLE   44,247 0 0
TRITON INTL LTD CL A g9078f107 105,181 1,912,728 SH   SOLE   1,912,728 0 0
VAPOTHERM INC COM 922107107 3,158 131,492 SH   SOLE   131,492 0 0
VONTIER CORPORATION COM 928881101 3,236 106,920 SH   SOLE   106,920 0 0
WAYFAIR INC CL A 94419l101 107,055 340,128 SH   SOLE   340,128 0 0
YELP INC CL A 985817105 23,341 598,480 SH   SOLE   598,480 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 63,068 129,989 SH   SOLE   129,989 0 0