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
CAE INC COM 124765108 57,178 1,856,431 SH   SOLE   1,856,431 0 0
CARVANA CO CL A 146869102 259,697 860,437 SH   SOLE   860,437 0 0
CREDIT ACCEP CORP MICH COM 225310101 45,780 100,812 SH   SOLE   100,812 0 0
ETSY INC COM 29786A106 158,208 768,595 SH   SOLE   768,595 0 0
GARTNER INC COM 366651107 46,687 192,762 SH   SOLE   192,762 0 0
GODADDY INC CL A 380237107 74,716 859,204 SH   SOLE   859,204 0 0
INGERSOLL RAND INC COM 45687V106 29,364 601,606 SH   SOLE   601,606 0 0
MIMEDX GROUP INC COM 602496101 2,131 170,327 SH   SOLE   170,327 0 0
PAYPAL HLDGS INC COM 70450Y103 84,938 291,404 SH   SOLE   291,404 0 0
SEI INVTS CO COM 784117103 19,983 322,455 SH   SOLE   322,455 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 34,058 587,510 SH   SOLE   587,510 0 0
SYNNEX CORP COM 87162W100 35,889 294,756 SH   SOLE   294,756 0 0
TRANSDIGM GROUP INC COM 893641100 28,479 43,997 SH   SOLE   43,997 0 0
TRITON INTL LTD CL A G9078F107 103,810 1,983,378 SH   SOLE   1,983,378 0 0
VAPOTHERM INC COM 922107107 3,142 132,902 SH   SOLE   132,902 0 0
VIMEO INC COMMON STOCK 92719V100 14,092 287,585 SH   SOLE   287,585 0 0
VONTIER CORPORATION COM 928881101 3,464 106,320 SH   SOLE   106,320 0 0
WAYFAIR INC CL A 94419L101 97,861 309,972 SH   SOLE   309,972 0 0
YELP INC CL A 985817105 24,299 608,090 SH   SOLE   608,090 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 68,696 129,739 SH   SOLE   129,739 0 0