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 LTD COM G0129K104 34,800 2,127,139 SH   SOLE   2,127,139 0 0
AMPHENOL CORP NEW CL A 032095101 19,645 196,723 SH   SOLE   196,723 0 0
APPLE INC COM 037833100 5,529 54,880 SH   SOLE   54,880 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 12,380 192,181 SH   SOLE   192,181 0 0
COACH INC COM 189754104 714 20,050 SH   SOLE   20,050 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 35,055 782,996 SH   SOLE   782,996 0 0
COMMSCOPE HLDG CO INC COM 20337X109 17,695 740,057 SH   SOLE   740,057 0 0
COPART INC COM 217204106 8,296 264,917 SH   SOLE   264,917 0 0
CREDIT ACCEP CORP MICH COM 225310101 20,313 161,122 SH   SOLE   161,122 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 18,289 490,575 SH   SOLE   490,575 0 0
DOLLAR TREE INC COM 256746108 27,411 488,876 SH   SOLE   488,876 0 0
EBAY INC COM 278642103 38,600 681,625 SH   SOLE   681,625 0 0
FLEETMATICS GROUP PLC COM G35569105 206 6,760 SH   SOLE   6,760 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 24,124 780,709 SH   SOLE   780,709 0 0
GAP INC DEL COM 364760108 24,091 577,870 SH   SOLE   577,870 0 0
GENERAL MTRS CO COM 37045V100 8,680 271,765 SH   SOLE   271,765 0 0
GENESEE & WYO INC CL A 371559105 51,229 537,499 SH   SOLE   537,499 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 15,740 619,944 SH   SOLE   619,944 0 0
KEURIG GREEN MTN INC COM 49271M100 90,736 697,269 SH   SOLE   697,269 0 0
NEUSTAR INC CL A 64126X201 19,354 779,473 SH   SOLE   779,473 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 9,586 236,170 SH   SOLE   236,170 0 0
QUALCOMM INC COM 747525103 31,066 415,481 SH   SOLE   415,481 0 0
SEI INVESTMENTS CO COM 784117103 7,939 219,549 SH   SOLE   219,549 0 0
STRAYER ED INC COM 863236105 12,866 214,864 SH   SOLE   214,864 0 0
TRIPADVISOR INC COM 896945201 759 8,307 SH   SOLE   8,307 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 21,469 212,035 SH   SOLE   212,035 0 0
UNITED RENTALS INC COM 911363109 26,387 237,506 SH   SOLE   237,506 0 0
VISTAPRINT N V SHS N93540107 30,977 565,369 SH   SOLE   565,369 0 0
WORLD ACCEP CORP DEL COM 981419104 17,101 253,351 SH   SOLE   253,351 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 11,233 158,277 SH   SOLE   158,277 0 0