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 | 24,932 | 778,878 | SH | SOLE | 778,878 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 8,624 | 90,803 | SH | SOLE | 90,803 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 492 | 12,890 | SH | SOLE | 12,890 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 148,040 | 1,608,261 | SH | SOLE | 1,608,261 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 987 | 21,940 | SH | SOLE | 21,940 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 63,927 | 144,524 | SH | SOLE | 144,524 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 5,281 | 173,205 | SH | SOLE | 173,205 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 50,896 | 1,148,891 | SH | SOLE | 1,148,891 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 26,603 | 617,967 | SH | SOLE | 617,967 | 0 | 0 | ||
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 41,793 | 1,139,382 | SH | SOLE | 1,139,382 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 18,330 | 269,870 | SH | SOLE | 269,870 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 13,368 | 1,150,413 | SH | SOLE | 1,150,413 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 39,782 | 367,774 | SH | SOLE | 367,774 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 23,072 | 352,355 | SH | SOLE | 352,355 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 23,897 | 443,612 | SH | SOLE | 443,612 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 17,768 | 532,929 | SH | SOLE | 532,929 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 15,508 | 97,598 | SH | SOLE | 97,598 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 47,148 | 84,193 | SH | SOLE | 84,193 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 8,237 | 196,270 | SH | SOLE | 196,270 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 21,615 | 239,178 | SH | SOLE | 239,178 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 8,387 | 97,070 | SH | SOLE | 97,070 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 27,021 | 775,795 | SH | SOLE | 775,795 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 110,988 | 434,499 | SH | SOLE | 434,499 | 0 | 0 | ||