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 |
| APTIV PLC | SHS | G6095L109 | 6,537 | 71,303 | SH | SOLE | 71,303 | 0 | 0 | ||
| CAE INC | COM | 124765108 | 23,705 | 1,621,420 | SH | SOLE | 1,621,420 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 206,582 | 926,128 | SH | SOLE | 926,128 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 1,030 | 22,270 | SH | SOLE | 22,270 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 43,488 | 128,420 | SH | SOLE | 128,420 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 438 | 22,330 | SH | SOLE | 22,330 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 117,435 | 965,511 | SH | SOLE | 965,511 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 16,976 | 459,688 | SH | SOLE | 459,688 | 0 | 0 | ||
| GARTNER INC | COM | 366651107 | 23,107 | 184,932 | SH | SOLE | 184,932 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 51,054 | 672,024 | SH | SOLE | 672,024 | 0 | 0 | ||
| IAC INTERACTIVECORP NEW | COM | 44891N109 | 6,199 | 51,750 | SH | SOLE | 51,750 | 0 | 0 | ||
| INGERSOLL RAND INC | COM | 45687V106 | 23,374 | 656,582 | SH | SOLE | 656,582 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 11,543 | 128,350 | SH | SOLE | 128,350 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 57,086 | 289,734 | SH | SOLE | 289,734 | 0 | 0 | ||
| SEI INVTS CO | COM | 784117103 | 18,199 | 358,805 | SH | SOLE | 358,805 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 18,646 | 432,220 | SH | SOLE | 432,220 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 27,274 | 298,170 | SH | SOLE | 298,170 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 20,008 | 42,112 | SH | SOLE | 42,112 | 0 | 0 | ||
| TRITON INTL LTD | CL A | G9078F107 | 56,593 | 1,391,509 | SH | SOLE | 1,391,509 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 65,458 | 224,935 | SH | SOLE | 224,935 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 14,198 | 706,730 | SH | SOLE | 706,730 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 74,977 | 296,986 | SH | SOLE | 296,986 | 0 | 0 | ||