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
Aircastle Ord Shs COM G0129K104 37,708 2,121,989 SH   SOLE   2,121,989 0 0
Amphenol Ord Shs Class A COM 032095101 19,186 199,150 SH   SOLE   199,150 0 0
Apple Ord Shs COM 037833100 34,861 375,137 SH   SOLE   375,137 0 0
Asbury Automotive Group Ord Shs COM 043436104 6,992 101,721 SH   SOLE   101,721 0 0
Cognizant Tech Ord Shs Class A COM 192446102 15,667 320,316 SH   SOLE   320,316 0 0
Commscope Holding Ord Shs COM 20337X109 502 21,700 SH   SOLE   21,700 0 0
Copart Ord Shs COM 217204106 11,571 321,777 SH   SOLE   321,777 0 0
Credit Acceptance Ord Shs COM 225310101 19,162 155,662 SH   SOLE   155,662 0 0
Discovery Communications Ord Shs Series C COM 25470F302 18,050 248,651 SH   SOLE   248,651 0 0
Dollar Tree Ord Shs COM 256746108 21,655 397,626 SH   SOLE   397,626 0 0
eBay Ord Shs COM 278642103 34,035 679,885 SH   SOLE   679,885 0 0
Express Scripts Holding Ord Shs COM 30219G108 24,164 348,529 SH   SOLE   348,529 0 0
FleetMatics Group Ord Shs COM G35569105 217 6,710 SH   SOLE   6,710 0 0
Gaming and Leisure Properties REIT COM 36467J108 26,461 778,939 SH   SOLE   778,939 0 0
Gap Inc ON NYS COM 364760108 23,961 576,390 SH   SOLE   576,390 0 0
General Motors Ord Shs COM 37045V100 9,844 271,175 SH   SOLE   271,175 0 0
Genesee & Wyoming Ord Shs Class A COM 371559105 56,236 535,579 SH   SOLE   535,579 0 0
Hertz Global Holdings Ord Shs COM 42805T105 34,110 1,216,904 SH   SOLE   1,216,904 0 0
Keurig Green Mountain Ord Shs COM 49271M100 86,662 695,469 SH   SOLE   695,469 0 0
Lithia Motors Ord Shs Class A COM 536797103 1,434 15,243 SH   SOLE   15,243 0 0
Neustar Inc ON NYS COM 64126X201 25,432 977,393 SH   SOLE   977,393 0 0
Nu Skin Enterprises Ord Shs Class A COM 67018T105 17,387 235,091 SH   SOLE   235,091 0 0
Penske Automotive Group Voting Ord Shs COM 70959W103 9,681 195,570 SH   SOLE   195,570 0 0
QUALCOMM Ord Shs COM 747525103 24,905 314,461 SH   SOLE   314,461 0 0
SeaWorld Entertainment Ord Shs COM 81282V100 1,573 55,523 SH   SOLE   55,523 0 0
SEI Investments Ord Shs COM 784117103 6,804 207,619 SH   SOLE   207,619 0 0
Strayer Education Ord Shs COM 863236105 6,552 124,772 SH   SOLE   124,772 0 0
TripAdvisor Ord Shs COM 896945201 860 7,917 SH   SOLE   7,917 0 0
TRW Automotive Holdings Ord Shs COM 87264S106 16,483 184,130 SH   SOLE   184,130 0 0
United Rentals Ord Shs COM 911363109 30,055 286,976 SH   SOLE   286,976 0 0
Vistaprint Ord Shs COM N93540107 22,770 562,789 SH   SOLE   562,789 0 0
World Acceptance Ord Shs COM 981419104 9,639 126,890 SH   SOLE   126,890 0 0
Zebra Technologies Ord Shs Class A COM 989207105 10,816 131,387 SH   SOLE   131,387 0 0