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 35,381 151,720 SH   SOLE   151,720 0 0
APTIV PLC SHS G6095L109 443 4,840 SH   SOLE   4,840 0 0
AXALTA COATING SYS LTD COM G0750C108 8,350 275,476 SH   SOLE   275,476 0 0
AIRCASTLE LTD COM G0129K104 17,645 860,735 SH   SOLE   860,735 0 0
CREDIT ACCEP CORP MICH COM 225310101 60,435 171,009 SH   SOLE   171,009 0 0
CBIZ INC COM 124805102 1,326 57,638 SH   SOLE   57,638 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 733 2,500 SH   SOLE   2,500 0 0
COMCAST CORP NEW CL A 20030N101 5,557 169,370 SH   SOLE   169,370 0 0
CIMPRESS N V SHS EURO N20146101 1,703 11,746 SH   SOLE   11,746 0 0
CARVANA CO CL A 146869102 76,338 1,835,041 SH   SOLE   1,835,041 0 0
DISCOVERY INC COM SER C 25470F302 6,833 267,955 SH   SOLE   267,955 0 0
DOLLAR TREE INC COM 256746108 6,061 71,305 SH   SOLE   71,305 0 0
GRAFTECH INTL LTD COM 384313508 12,603 700,579 SH   SOLE   700,579 0 0
ETSY INC COM 29786A106 38,626 915,533 SH   SOLE   915,533 0 0
FACEBOOK INC CL A 30303M102 583 3,000 SH   SOLE   3,000 0 0
FLUOR CORP NEW COM 343412102 719 14,735 SH   SOLE   14,735 0 0
GARDNER DENVER HLDGS INC COM 36555P107 25,150 855,747 SH   SOLE   855,747 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 27,455 766,887 SH   SOLE   766,887 0 0
GENESEE & WYO INC CL A 371559105 46,671 573,917 SH   SOLE   573,917 0 0
LENNAR CORP CL A 526057104 9,498 180,906 SH   SOLE   180,906 0 0
PAYPAL HLDGS INC COM 70450Y103 28,368 340,674 SH   SOLE   340,674 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 38,200 1,188,195 SH   SOLE   1,188,195 0 0
SEI INVESTMENTS CO COM 784117103 16,529 264,375 SH   SOLE   264,375 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 21,864 459,520 SH   SOLE   459,520 0 0
STRAYER ED INC COM 863236105 30,342 268,488 SH   SOLE   268,488 0 0
SUMMIT MATLS INC CL A 86614U100 257 9,780 SH   SOLE   9,780 0 0
ULTA BEAUTY INC COM 90384S303 691 2,960 SH   SOLE   2,960 0 0
U S CONCRETE INC COM NEW 90333L201 3,150 60,000 SH   SOLE   60,000 0 0
WAYFAIR INC CL A 94419L101 33,344 280,770 SH   SOLE   280,770 0 0
YELP INC CL A 985817105 2,076 52,980 SH   SOLE   52,980 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 70,766 494,004 SH   SOLE   494,004 0 0