The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ACTUANT CORP | CL A NEW | 00508X203 | 927 | 40,142 | SH | SOLE | 40,142 | 0 | 0 | ||
| AIRCASTLE LTD | COM | G0129K104 | 44,653 | 1,969,708 | SH | SOLE | 1,969,708 | 0 | 0 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | 8,274 | 142,728 | SH | SOLE | 142,728 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 7,886 | 87,021 | SH | SOLE | 87,021 | 0 | 0 | ||
| CIMPRESS N V | SHS EURO | N20146101 | 38,364 | 455,851 | SH | SOLE | 455,851 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 10,712 | 175,352 | SH | SOLE | 175,352 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 31,903 | 1,045,642 | SH | SOLE | 1,045,642 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 41,971 | 170,489 | SH | SOLE | 170,489 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 11,145 | 358,583 | SH | SOLE | 358,583 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 37,596 | 624,100 | SH | SOLE | 624,100 | 0 | 0 | ||
| FLEETMATICS GROUP PLC | COM | G35569105 | 316 | 6,740 | SH | SOLE | 6,740 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 23,525 | 641,711 | SH | SOLE | 641,711 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 10,861 | 325,850 | SH | SOLE | 325,850 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 44,716 | 586,984 | SH | SOLE | 586,984 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 2,168 | 63,578 | SH | SOLE | 63,578 | 0 | 0 | ||
| KEURIG GREEN MTN INC | COM | 49271M100 | 41,634 | 543,313 | SH | SOLE | 543,313 | 0 | 0 | ||
| NEUSTAR INC | CL A | 64126X201 | 29,671 | 1,015,799 | SH | SOLE | 1,015,799 | 0 | 0 | ||
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 30,262 | 580,725 | SH | SOLE | 580,725 | 0 | 0 | ||
| PINNACLE ENTMT INC | COM | 723456109 | 2,303 | 61,771 | SH | SOLE | 61,771 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 27,540 | 439,732 | SH | SOLE | 439,732 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 15,542 | 316,997 | SH | SOLE | 316,997 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 12,456 | 446,286 | SH | SOLE | 446,286 | 0 | 0 | ||
| STRAYER ED INC | COM | 863236105 | 25,264 | 586,167 | SH | SOLE | 586,167 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 723 | 8,298 | SH | SOLE | 8,298 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 42,005 | 479,401 | SH | SOLE | 479,401 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 29,864 | 485,517 | SH | SOLE | 485,517 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 50,403 | 453,874 | SH | SOLE | 453,874 | 0 | 0 | ||