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 29,864 1,948,071 SH   SOLE   1,948,071 0 0
CARVANA CO CL A 146869102 23,405 1,152,978 SH   SOLE   1,152,978 0 0
CREDIT ACCEP CORP MICH COM 225310101 1,802 4,114 SH   SOLE   4,114 0 0
ETSY INC COM 29786A106 71,377 712,842 SH   SOLE   712,842 0 0
GARTNER INC COM 366651107 40,868 147,702 SH   SOLE   147,702 0 0
GODADDY INC CL A 380237107 63,474 895,514 SH   SOLE   895,514 0 0
INGERSOLL RAND INC COM 45687V106 27,323 631,606 SH   SOLE   631,606 0 0
INSTALLED BLDG PRODS INC COM 45780R101 4,069 50,246 SH   SOLE   50,246 0 0
LGI HOMES INC COM 50187T106 5,498 67,574 SH   SOLE   67,574 0 0
PAYPAL HLDGS INC COM 70450Y103 38,542 447,802 SH   SOLE   447,802 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 24,039 644,810 SH   SOLE   644,810 0 0
TD SYNNEX CORPORATION COM 87162W100 56,029 690,095 SH   SOLE   690,095 0 0
TRANSDIGM GROUP INC COM 893641100 23,537 44,847 SH   SOLE   44,847 0 0
TRITON INTL LTD CL A G9078F107 116,099 2,121,297 SH   SOLE   2,121,297 0 0
WAYFAIR INC CL A 94419L101 6,535 200,778 SH   SOLE   200,778 0 0
YELP INC CL A 985817105 20,639 608,640 SH   SOLE   608,640 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 41,563 158,633 SH   SOLE   158,633 0 0