The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 23,077 | 1,028,846 | SH | SOLE | 1,028,846 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 10,311 | 117,953 | SH | SOLE | 117,953 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 433 | 13,050 | SH | SOLE | 13,050 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 125,278 | 1,898,145 | SH | SOLE | 1,898,145 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 10,078 | 249,640 | SH | SOLE | 249,640 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 992 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 70,061 | 151,874 | SH | SOLE | 151,874 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 4,345 | 176,495 | SH | SOLE | 176,495 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 62,763 | 1,110,841 | SH | SOLE | 1,110,841 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 23,951 | 626,337 | SH | SOLE | 626,337 | 0 | 0 | ||
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 44,794 | 1,583,382 | SH | SOLE | 1,583,382 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 8,248 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 26,813 | 2,094,786 | SH | SOLE | 2,094,786 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 38,155 | 368,324 | SH | SOLE | 368,324 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 20,414 | 344,515 | SH | SOLE | 344,515 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 25,964 | 518,664 | SH | SOLE | 518,664 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 52,853 | 101,510 | SH | SOLE | 101,510 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 27,672 | 246,807 | SH | SOLE | 246,807 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 8,283 | 64,960 | SH | SOLE | 64,960 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 26,628 | 766,265 | SH | SOLE | 766,265 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 93,258 | 451,898 | SH | SOLE | 451,898 | 0 | 0 | ||