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 | 16,872 | 721,353 | SH | SOLE | 721,353 | 0 | 0 | ||
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 5,032 | 19,850 | SH | SOLE | 19,850 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 1,281 | 39,590 | SH | SOLE | 39,590 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 374 | 9,870 | SH | SOLE | 9,870 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 18,551 | 970,256 | SH | SOLE | 970,256 | 0 | 0 | ||
| CIMPRESS N V | SHS EURO | N20146101 | 25,521 | 212,885 | SH | SOLE | 212,885 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 1,002 | 25,010 | SH | SOLE | 25,010 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 29,750 | 786,402 | SH | SOLE | 786,402 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 64,974 | 200,858 | SH | SOLE | 200,858 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 5,745 | 271,355 | SH | SOLE | 271,355 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 20,840 | 194,203 | SH | SOLE | 194,203 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 27,978 | 1,368,136 | SH | SOLE | 1,368,136 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 772 | 14,950 | SH | SOLE | 14,950 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 26,003 | 702,795 | SH | SOLE | 702,795 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 44,209 | 561,527 | SH | SOLE | 561,527 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 4,421 | 45,160 | SH | SOLE | 45,160 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 64,553 | 876,834 | SH | SOLE | 876,834 | 0 | 0 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 992 | 42,391 | SH | SOLE | 42,391 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 19,235 | 267,675 | SH | SOLE | 267,675 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 11,520 | 225,395 | SH | SOLE | 225,395 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 44,996 | 1,188,785 | SH | SOLE | 1,188,785 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 1,194 | 180,672 | SH | SOLE | 180,672 | 0 | 0 | ||
| STRAYER ED INC | COM | 863236105 | 33,419 | 373,059 | SH | SOLE | 373,059 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 22,698 | 282,769 | SH | SOLE | 282,769 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 2,258 | 53,810 | SH | SOLE | 53,810 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 51,974 | 500,709 | SH | SOLE | 500,709 | 0 | 0 | ||