The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 25,057 | 1,038,406 | SH | SOLE | 1,038,406 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 5,489 | 91,327 | SH | SOLE | 91,327 | 0 | 0 | ||
| CIMPRESS N V | SHS EURO | N20146101 | 21,308 | 247,217 | SH | SOLE | 247,217 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 36,591 | 877,272 | SH | SOLE | 877,272 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 44,315 | 222,231 | SH | SOLE | 222,231 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 11,731 | 414,375 | SH | SOLE | 414,375 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 11,768 | 149,981 | SH | SOLE | 149,981 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 8,053 | 757,576 | SH | SOLE | 757,576 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 23,139 | 692,355 | SH | SOLE | 692,355 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 33,158 | 488,627 | SH | SOLE | 488,627 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 17,074 | 278,082 | SH | SOLE | 278,082 | 0 | 0 | ||
| NEUSTAR INC | CL A | 64126X201 | 11,631 | 350,859 | SH | SOLE | 350,859 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 42,719 | 993,004 | SH | SOLE | 993,004 | 0 | 0 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 2,458 | 121,370 | SH | SOLE | 121,370 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 17,292 | 342,815 | SH | SOLE | 342,815 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 25,610 | 632,345 | SH | SOLE | 632,345 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 1,037 | 216,972 | SH | SOLE | 216,972 | 0 | 0 | ||
| STRAYER ED INC | COM | 863236105 | 35,489 | 440,907 | SH | SOLE | 440,907 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 10,303 | 254,469 | SH | SOLE | 254,469 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 6,965 | 134,504 | SH | SOLE | 134,504 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 44,197 | 484,349 | SH | SOLE | 484,349 | 0 | 0 | ||