The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 13,552 | 219,640 | SH | SOLE | 219,640 | 0 | 0 | ||
| ARCTIC CAT INC | COM | 039670104 | 6,975 | 464,378 | SH | SOLE | 464,378 | 0 | 0 | ||
| AIRCASTLE LTD | COM | G0129K104 | 37,989 | 1,822,014 | SH | SOLE | 1,822,014 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 46,948 | 215,841 | SH | SOLE | 215,841 | 0 | 0 | ||
| CIMPRESS N V | SHS EURO | N20146101 | 21,631 | 236,117 | SH | SOLE | 236,117 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 30,968 | 832,472 | SH | SOLE | 832,472 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 14,394 | 537,472 | SH | SOLE | 537,472 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 7,453 | 96,561 | SH | SOLE | 96,561 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 4,716 | 400,327 | SH | SOLE | 400,327 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 20,076 | 655,644 | SH | SOLE | 655,644 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 8,438 | 242,183 | SH | SOLE | 242,183 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 33,091 | 476,754 | SH | SOLE | 476,754 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 10,001 | 262,352 | SH | SOLE | 262,352 | 0 | 0 | ||
| NEUSTAR INC | CL A | 64126X201 | 11,628 | 348,129 | SH | SOLE | 348,129 | 0 | 0 | ||
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 4,201 | 206,957 | SH | SOLE | 206,957 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 36,982 | 936,974 | SH | SOLE | 936,974 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 25,180 | 755,027 | SH | SOLE | 755,027 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 16,828 | 340,915 | SH | SOLE | 340,915 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 776 | 82,682 | SH | SOLE | 82,682 | 0 | 0 | ||
| STRAYER ED INC | COM | 863236105 | 35,504 | 440,337 | SH | SOLE | 440,337 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 7,049 | 66,768 | SH | SOLE | 66,768 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 7,137 | 203,620 | SH | SOLE | 203,620 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 5,749 | 89,444 | SH | SOLE | 89,444 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 41,471 | 483,569 | SH | SOLE | 483,569 | 0 | 0 | ||