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
AIRCASTLE LTD COM G0129K104 35,347 1,807,129 SH   SOLE   1,807,129 0 0
ARCTIC CAT INC COM 039670104 7,673 451,345 SH   SOLE   451,345 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 16,692 316,500 SH   SOLE   316,500 0 0
CIMPRESS N V SHS EURO N20146101 24,302 262,779 SH   SOLE   262,779 0 0
COMMSCOPE HLDG CO INC COM 20337X109 29,156 939,622 SH   SOLE   939,622 0 0
CREDIT ACCEP CORP MICH COM 225310101 40,161 216,991 SH   SOLE   216,991 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 10,745 450,535 SH   SOLE   450,535 0 0
EBAY INC COM 278642103 13,174 562,764 SH   SOLE   562,764 0 0
ETSY INC COM 29786A106 2,417 252,000 SH   SOLE   252,000 0 0
FLEETMATICS GROUP PLC COM G35569105 280 6,460 SH   SOLE   6,460 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 27,592 800,224 SH   SOLE   800,222 0 0
GENERAL MTRS CO COM 37045V100 6,784 239,703 SH   SOLE   239,703 0 0
GENESEE & WYO INC CL A 371559105 26,158 443,737 SH   SOLE   443,737 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 3,334 72,264 SH   SOLE   72,264 0 0
NEUSTAR INC CL A 64126X201 18,351 780,573 SH   SOLE   780,573 0 0
PAYPAL HLDGS INC COM 70450Y103 35,307 967,043 SH   SOLE   967,043 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 6,988 222,124 SH   SOLE   222,124 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 3,448 311,167 SH   SOLE   311,167 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 3,863 207,777 SH   SOLE   207,777 0 0
SEI INVESTMENTS CO COM 784117103 16,001 332,585 SH   SOLE   332,585 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 15,362 514,464 SH   SOLE   514,464 0 0
STRAYER ED INC COM 863236105 21,385 435,280 SH   SOLE   435,280 0 0
TRIPADVISOR INC COM 896945201 6,098 94,838 SH   SOLE   94,838 0 0
UNITED RENTALS INC COM 911363109 14,393 214,495 SH   SOLE   214,495 0 0
WORLD ACCEP CORP DEL COM 981419104 20,592 451,568 SH   SOLE   451,568 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 23,798 475,009 SH   SOLE   475,009 0 0