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 39,434 1,773,129 SH   SOLE   1,773,129 0 0
ARCTIC CAT INC COM 039670104 5,299 315,425 SH   SOLE   315,425 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 8,532 142,580 SH   SOLE   142,580 0 0
CIMPRESS N V SHS EURO N20146101 24,204 266,889 SH   SOLE   266,889 0 0
COMMSCOPE HLDG CO INC COM 20337X109 16,872 604,302 SH   SOLE   604,302 0 0
CREDIT ACCEP CORP MICH COM 225310101 40,001 220,331 SH   SOLE   220,331 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 11,936 442,075 SH   SOLE   442,075 0 0
DOLLAR TREE INC COM 256746108 26,885 326,036 SH   SOLE   326,036 0 0
DONNELLEY R R & SONS CO COM 257867101 1,470 89,637 SH   SOLE   89,637 0 0
EBAY INC COM 278642103 13,633 571,394 SH   SOLE   571,394 0 0
FLEETMATICS GROUP PLC COM G35569105 267 6,560 SH   SOLE   6,560 0 0
FLUOR CORP NEW COM 343412102 2,465 45,909 SH   SOLE   45,909 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 16,986 549,346 SH   SOLE   549,346 0 0
GENERAL MTRS CO COM 37045V100 5,818 185,113 SH   SOLE   185,113 0 0
GENESEE & WYO INC CL A 371559105 28,266 450,817 SH   SOLE   450,817 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 358 9,600 SH   SOLE   9,600 0 0
NEUSTAR INC CL A 64126X201 19,278 783,673 SH   SOLE   783,673 0 0
PAYPAL HLDGS INC COM 70450Y103 37,906 982,030 SH   SOLE   982,030 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 18,758 494,924 SH   SOLE   494,924 0 0
PINNACLE ENTMT INC COM 723456109 11,071 315,407 SH   SOLE   315,407 0 0
QUALCOMM INC COM 747525103 10,198 199,406 SH   SOLE   199,406 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 873 50,270 SH   SOLE   50,270 0 0
SEI INVESTMENTS CO COM 784117103 14,542 337,795 SH   SOLE   337,795 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 15,519 504,684 SH   SOLE   504,684 0 0
STRAYER ED INC COM 863236105 26,680 547,280 SH   SOLE   547,280 0 0
TRIPADVISOR INC COM 896945201 535 8,048 SH   SOLE   8,048 0 0
UNITED RENTALS INC COM 911363109 18,810 302,455 SH   SOLE   302,455 0 0
WORLD ACCEP CORP DEL COM 981419104 19,780 521,618 SH   SOLE   521,618 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 24,570 356,089 SH   SOLE   356,089 0 0