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 38,954 1,890,035 SH   SOLE   1,890,035 0 0
AMPHENOL CORP NEW CL A 032095101 7,246 142,184 SH   SOLE   142,184 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 7,026 86,577 SH   SOLE   86,577 0 0
CIMPRESS N V SHS EURO N20146101 34,664 455,452 SH   SOLE   455,452 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 10,979 175,352 SH   SOLE   175,352 0 0
COMMSCOPE HLDG CO INC COM 20337X109 30,536 1,016,859 SH   SOLE   1,016,859 0 0
CREDIT ACCEP CORP MICH COM 225310101 37,838 192,199 SH   SOLE   192,199 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 11,665 480,235 SH   SOLE   480,235 0 0
DOLLAR TREE INC COM 256746108 12,566 188,508 SH   SOLE   188,508 0 0
DONNELLEY R R & SONS CO COM 257867101 1,414 97,109 SH   SOLE   97,109 0 0
EBAY INC COM 278642103 15,171 620,748 SH   SOLE   620,748 0 0
FLEETMATICS GROUP PLC COM G35569105 331 6,740 SH   SOLE   6,740 0 0
FLUOR CORP NEW COM 343412102 2,112 49,874 SH   SOLE   49,874 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 26,912 906,139 SH   SOLE   906,139 0 0
GAP INC DEL COM 364760108 1,128 39,584 SH   SOLE   39,584 0 0
GENERAL MTRS CO COM 37045V100 9,740 324,464 SH   SOLE   324,464 0 0
GENESEE & WYO INC CL A 371559105 34,523 584,348 SH   SOLE   584,348 0 0
NEUSTAR INC CL A 64126X201 27,482 1,009,991 SH   SOLE   1,009,991 0 0
NN INC COM 629337106 2,325 125,693 SH   SOLE   125,693 0 0
PAYPAL HLDGS INC COM 70450Y103 30,325 976,954 SH   SOLE   976,954 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 27,981 577,652 SH   SOLE   577,652 0 0
PINNACLE ENTMT INC COM 723456109 3,678 108,689 SH   SOLE   108,689 0 0
PROGRESSIVE CORP OHIO COM 743315103 762 24,857 SH   SOLE   24,857 0 0
QUALCOMM INC COM 747525103 11,739 218,486 SH   SOLE   218,486 0 0
SEI INVESTMENTS CO COM 784117103 15,201 315,168 SH   SOLE   315,168 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 11,241 443,947 SH   SOLE   443,947 0 0
STRAYER ED INC COM 863236105 34,216 622,441 SH   SOLE   622,441 0 0
TRIMBLE NAVIGATION LTD COM 896239100 82 5,000 SH   SOLE   5,000 0 0
TRIPADVISOR INC COM 896945201 523 8,298 SH   SOLE   8,298 0 0
UNITED RENTALS INC COM 911363109 20,348 338,845 SH   SOLE   338,845 0 0
WORLD ACCEP CORP DEL COM 981419104 16,825 626,864 SH   SOLE   626,864 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 35,232 460,248 SH   SOLE   460,248 0 0