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
ALLIANCE DATA SYSTEMS CORP COM 018581108 26,250 123,320 SH   SOLE   123,320 0 0
APTIV PLC SHS G6095L109 421 4,960 SH   SOLE   4,960 0 0
AXALTA COATING SYS LTD COM G0750C108 8,398 278,166 SH   SOLE   278,166 0 0
AIRCASTLE LTD COM G0129K104 16,452 828,405 SH   SOLE   828,405 0 0
CREDIT ACCEP CORP MICH COM 225310101 56,850 172,059 SH   SOLE   172,059 0 0
CBIZ INC COM 124805102 1,064 58,278 SH   SOLE   58,278 0 0
COMCAST CORP NEW CL A 20030N101 5,849 171,170 SH   SOLE   171,170 0 0
CIMPRESS N V SHS EURO N20146101 1,817 11,746 SH   SOLE   11,746 0 0
COMMSCOPE HLDG CO INC COM 20337X109 15,522 388,352 SH   SOLE   388,352 0 0
CARVANA CO CL A 146869102 38,701 1,687,781 SH   SOLE   1,687,781 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 5,290 270,995 SH   SOLE   270,995 0 0
DOLLAR TREE INC COM 256746108 6,458 68,055 SH   SOLE   68,055 0 0
ETSY INC COM 29786A106 37,811 1,347,488 SH   SOLE   1,347,488 0 0
FLUOR CORP NEW COM 343412102 855 14,945 SH   SOLE   14,945 0 0
GARDNER DENVER HLDGS INC COM 36555P107 12,622 411,400 SH   SOLE   411,400 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 23,431 700,045 SH   SOLE   700,045 0 0
GENESEE & WYO INC CL A 371559105 41,088 580,427 SH   SOLE   580,427 0 0
IQVIA HLDGS INC COM 46266C105 4,405 44,900 SH   SOLE   44,900 0 0
LENNAR CORP CL A 526057104 585 9,920 SH   SOLE   9,920 0 0
PAYPAL HLDGS INC COM 70450Y103 23,123 304,774 SH   SOLE   304,774 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 37,128 1,186,205 SH   SOLE   1,186,205 0 0
SEI INVESTMENTS CO COM 784117103 20,003 267,025 SH   SOLE   267,025 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 17,954 346,405 SH   SOLE   346,405 0 0
STRAYER ED INC COM 863236105 38,655 382,529 SH   SOLE   382,529 0 0
SUMMIT MATLS INC CL A 86614U100 300 9,920 SH   SOLE   9,920 0 0
ULTA BEAUTY INC COM 90384S303 609 2,980 SH   SOLE   2,980 0 0
VULCAN MATLS CO COM 929160109 566 4,960 SH   SOLE   4,960 0 0
WAYFAIR INC CL A 94419L101 19,289 285,640 SH   SOLE   285,640 0 0
YELP INC CL A 985817105 2,234 53,520 SH   SOLE   53,520 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 69,996 502,879 SH   SOLE   502,879 0 0