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 16,863 769,635 SH   SOLE   769,635 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 43,144 182,690 SH   SOLE   182,690 0 0
APTIV PLC SHS G6095L109 412 4,910 SH   SOLE   4,910 0 0
AXALTA COATING SYS LTD COM G0750C108 8,063 276,496 SH   SOLE   276,496 0 0
CARVANA CO CL A 146869102 101,772 1,722,320 SH   SOLE   1,722,320 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 815 2,500 SH   SOLE   2,500 0 0
COMCAST CORP NEW CL A 20030N101 6,021 170,050 SH   SOLE   170,050 0 0
CREDIT ACCEP CORP MICH COM 225310101 65,778 150,155 SH   SOLE   150,155 0 0
DISCOVERY INC COM SER C 25470F302 4,740 160,235 SH   SOLE   160,235 0 0
DOLLAR TREE INC COM 256746108 5,842 71,635 SH   SOLE   71,635 0 0
ETSY INC COM 29786A106 38,068 740,907 SH   SOLE   740,907 0 0
FACEBOOK INC CL A 30303M102 490 2,980 SH   SOLE   2,980 0 0
FLUOR CORP NEW COM 343412102 864 14,875 SH   SOLE   14,875 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 25,807 732,117 SH   SOLE   732,117 0 0
GARDNER DENVER HLDGS INC COM 36555P107 43,075 1,519,927 SH   SOLE   1,519,927 0 0
GENESEE & WYO INC CL A 371559105 50,583 555,917 SH   SOLE   555,917 0 0
GRAFTECH INTL LTD COM 384313508 31,147 1,596,455 SH   SOLE   1,596,455 0 0
LENNAR CORP CL A 526057104 8,478 181,576 SH   SOLE   181,576 0 0
PAYPAL HLDGS INC COM 70450Y103 30,518 347,424 SH   SOLE   347,424 0 0
SEI INVESTMENTS CO COM 784117103 17,769 290,815 SH   SOLE   290,815 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 25,350 511,600 SH   SOLE   511,600 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 33,876 1,194,905 SH   SOLE   1,194,905 0 0
STRATEGIC ED INC COM 86272C103 3,414 24,912 SH   SOLE   24,912 0 0
TRONOX LTD SHS CL A Q9235V101 299 25,050 SH   SOLE   25,050 0 0
ULTA BEAUTY INC COM 90384S303 835 2,960 SH   SOLE   2,960 0 0
WAYFAIR INC CL A 94419L101 41,429 280,548 SH   SOLE   280,548 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 81,039 458,288 SH   SOLE   458,288 0 0