The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 15,411 | 708,565 | SH | SOLE | 708,565 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 11,706 | 571,845 | SH | SOLE | 571,845 | 0 | 0 | ||
| CIMPRESS N V | SHS EURO | N20146101 | 22,197 | 234,815 | SH | SOLE | 234,815 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 31,514 | 828,652 | SH | SOLE | 828,652 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 53,145 | 206,679 | SH | SOLE | 206,679 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 9,804 | 388,895 | SH | SOLE | 388,895 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 13,988 | 200,061 | SH | SOLE | 200,061 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 20,573 | 1,371,566 | SH | SOLE | 1,371,566 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 687 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 26,437 | 701,815 | SH | SOLE | 701,815 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 38,775 | 566,967 | SH | SOLE | 566,967 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 17,800 | 283,442 | SH | SOLE | 283,442 | 0 | 0 | ||
| NEUSTAR INC | CL A | 64126X201 | 4,416 | 132,419 | SH | SOLE | 132,419 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 50,244 | 936,164 | SH | SOLE | 936,164 | 0 | 0 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 2,384 | 112,710 | SH | SOLE | 112,710 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 895 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 17,659 | 328,365 | SH | SOLE | 328,365 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 4,448 | 104,125 | SH | SOLE | 104,125 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 29,248 | 888,995 | SH | SOLE | 888,995 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 2,640 | 488,812 | SH | SOLE | 488,812 | 0 | 0 | ||
| STRAYER ED INC | COM | 863236105 | 36,180 | 388,111 | SH | SOLE | 388,111 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 19,000 | 247,137 | SH | SOLE | 247,137 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 1,649 | 54,930 | SH | SOLE | 54,930 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 46,808 | 465,659 | SH | SOLE | 465,659 | 0 | 0 | ||