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 |
| AIRCASTLE LTD | COM | G0129K104 | 18,363 | 907,248 | SH | SOLE | 907,248 | 0 | 0 | ||
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 20,985 | 119,930 | SH | SOLE | 119,930 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 1,980 | 24,910 | SH | SOLE | 24,910 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 116,338 | 2,003,755 | SH | SOLE | 2,003,755 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 867 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 6,746 | 168,740 | SH | SOLE | 168,740 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 67,261 | 148,830 | SH | SOLE | 148,830 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 4,037 | 158,825 | SH | SOLE | 158,825 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 50,749 | 754,969 | SH | SOLE | 754,969 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 28,050 | 727,237 | SH | SOLE | 727,237 | 0 | 0 | ||
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 42,683 | 1,534,812 | SH | SOLE | 1,534,812 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 1,473 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 47,428 | 544,276 | SH | SOLE | 544,276 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 23,922 | 1,870,386 | SH | SOLE | 1,870,386 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 3,634 | 104,720 | SH | SOLE | 104,720 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 38,302 | 368,854 | SH | SOLE | 368,854 | 0 | 0 | ||
| SEI INVESTMENTS CO | COM | 784117103 | 15,148 | 289,905 | SH | SOLE | 289,905 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 23,758 | 527,712 | SH | SOLE | 527,712 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 38,513 | 1,000,865 | SH | SOLE | 1,000,865 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 1,752 | 21,692 | SH | SOLE | 21,692 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 34,907 | 76,890 | SH | SOLE | 76,890 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 1,501 | 4,304 | SH | SOLE | 4,304 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 35,822 | 241,307 | SH | SOLE | 241,307 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 7,018 | 59,920 | SH | SOLE | 59,920 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 1,731 | 50,160 | SH | SOLE | 50,160 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 91,600 | 437,168 | SH | SOLE | 437,168 | 0 | 0 | ||