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 |
| APTIV PLC | SHS | G6095L109 | 5,451 | 110,693 | SH | SOLE | 110,693 | 0 | 0 | ||
| CAE INC | COM | 124765108 | 6,890 | 545,970 | SH | SOLE | 545,970 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 143 | 13,270 | SH | SOLE | 13,270 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 95,242 | 1,728,846 | SH | SOLE | 1,728,846 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 5,591 | 149,120 | SH | SOLE | 149,120 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 777 | 22,610 | SH | SOLE | 22,610 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 36,630 | 143,259 | SH | SOLE | 143,259 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 7,200 | 410,500 | SH | SOLE | 410,500 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 45,487 | 1,183,331 | SH | SOLE | 1,183,331 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 21,472 | 774,877 | SH | SOLE | 774,877 | 0 | 0 | ||
| GARTNER INC | COM | 366651107 | 8,098 | 81,330 | SH | SOLE | 81,330 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 21,279 | 372,590 | SH | SOLE | 372,590 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 5,224 | 643,393 | SH | SOLE | 643,393 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 2,416 | 13,480 | SH | SOLE | 13,480 | 0 | 0 | ||
| INGERSOLL RAND INC | COM | 45687V106 | 29,796 | 1,201,442 | SH | SOLE | 1,201,442 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 7,448 | 129,020 | SH | SOLE | 129,020 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 36,084 | 376,894 | SH | SOLE | 376,894 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 17,143 | 369,935 | SH | SOLE | 369,935 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 14,418 | 498,372 | SH | SOLE | 498,372 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 18,352 | 131,308 | SH | SOLE | 131,308 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 25,222 | 78,772 | SH | SOLE | 78,772 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 961 | 68,620 | SH | SOLE | 68,620 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 16,884 | 315,938 | SH | SOLE | 315,938 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 4,592 | 84,088 | SH | SOLE | 84,088 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 15,845 | 878,815 | SH | SOLE | 878,815 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 76,710 | 417,809 | SH | SOLE | 417,809 | 0 | 0 | ||