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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CAE INC COM 124765108   36,606,771 1,892,801 SH   SOLE   1,892,801 0 0
CARVANA CO CL A 146869102   4,806,256 1,013,978 SH   SOLE   1,013,978 0 0
CELANESE CORP DEL COM 150870103   3,000,744 29,350 SH   SOLE   29,350 0 0
CREDIT ACCEP CORP MICH COM 225310101   4,110,676 8,665 SH   SOLE   8,665 0 0
ETSY INC COM 29786A106   84,059,089 701,779 SH   SOLE   701,779 0 0
GARTNER INC COM 366651107   36,808,002 109,502 SH   SOLE   109,502 0 0
GODADDY INC CL A 380237107   64,982,217 868,514 SH   SOLE   868,514 0 0
INGERSOLL RAND INC COM 45687V106   32,068,229 613,746 SH   SOLE   613,746 0 0
INSTALLED BLDG PRODS INC COM 45780R101   6,179,978 72,196 SH   SOLE   72,196 0 0
PAYPAL HLDGS INC COM 70450Y103   37,139,236 521,472 SH   SOLE   521,472 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   25,319,471 627,030 SH   SOLE   627,030 0 0
TD SYNNEX CORPORATION COM 87162W100   63,497,846 670,445 SH   SOLE   670,445 0 0
TRANSDIGM GROUP INC COM 893641100   27,482,334 43,647 SH   SOLE   43,647 0 0
TRITON INTL LTD CL A G9078F107   133,255,885 1,937,422 SH   SOLE   1,937,422 0 0
WAYFAIR INC CL A 94419L101   5,100,515 155,078 SH   SOLE   155,078 0 0
YELP INC CL A 985817105   16,122,398 589,700 SH   SOLE   589,700 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   43,239,188 168,633 SH   SOLE   168,633 0 0