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 | 15,782 | 915,428 | SH | SOLE | 915,428 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 1,544 | 25,080 | SH | SOLE | 25,080 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 62,346 | 1,906,015 | SH | SOLE | 1,906,015 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 712 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 5,792 | 170,110 | SH | SOLE | 170,110 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 57,933 | 151,752 | SH | SOLE | 151,752 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 3,699 | 160,255 | SH | SOLE | 160,255 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 6,475 | 71,695 | SH | SOLE | 71,695 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 36,653 | 770,513 | SH | SOLE | 770,513 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 1,286 | 39,940 | SH | SOLE | 39,940 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 23,669 | 732,547 | SH | SOLE | 732,547 | 0 | 0 | ||
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 29,362 | 1,435,792 | SH | SOLE | 1,435,792 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 41,201 | 556,617 | SH | SOLE | 556,617 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 24,915 | 2,177,856 | SH | SOLE | 2,177,856 | 0 | 0 | ||
| METRO BANK PLC | COM | G60640102 | 13,853 | 641,986 | SH | SOLE | 641,986 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 31,180 | 370,794 | SH | SOLE | 370,794 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 13,522 | 292,675 | SH | SOLE | 292,675 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 23,807 | 530,942 | SH | SOLE | 530,942 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 30,456 | 1,156,255 | SH | SOLE | 1,156,255 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 1,656 | 21,892 | SH | SOLE | 21,892 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 1,092 | 4,460 | SH | SOLE | 4,460 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 22,494 | 249,710 | SH | SOLE | 249,710 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 6,184 | 60,470 | SH | SOLE | 60,470 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 1,759 | 50,280 | SH | SOLE | 50,280 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 73,117 | 459,188 | SH | SOLE | 459,188 | 0 | 0 | ||