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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 12,899,167 | 204,230 | SH | SOLE | 204,230 | 0 | 0 | |||
| CAE INC | COM | 124765108 | 43,056,992 | 1,902,651 | SH | SOLE | 1,902,651 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 14,422,511 | 1,473,188 | SH | SOLE | 1,473,188 | 0 | 0 | |||
| CELANESE CORP DEL | COM | 150870103 | 3,186,121 | 29,260 | SH | SOLE | 29,260 | 0 | 0 | |||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 26,773,292 | 61,401 | SH | SOLE | 61,401 | 0 | 0 | |||
| ETSY INC | COM | 29786A106 | 65,875,965 | 591,718 | SH | SOLE | 591,718 | 0 | 0 | |||
| GARTNER INC | COM | 366651107 | 25,817,924 | 79,252 | SH | SOLE | 79,252 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 67,934,586 | 874,094 | SH | SOLE | 874,094 | 0 | 0 | |||
| INGERSOLL RAND INC | COM | 45687V106 | 35,885,773 | 616,806 | SH | SOLE | 616,806 | 0 | 0 | |||
| INSTALLED BLDG PRODS INC | COM | 45780R101 | 8,262,158 | 72,456 | SH | SOLE | 72,456 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 45,877,025 | 604,122 | SH | SOLE | 604,122 | 0 | 0 | |||
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 31,461,580 | 628,980 | SH | SOLE | 628,980 | 0 | 0 | |||
| TD SYNNEX CORPORATION | COM | 87162W100 | 52,221,593 | 539,535 | SH | SOLE | 539,535 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 28,993,336 | 39,337 | SH | SOLE | 39,337 | 0 | 0 | |||
| TRITON INTL LTD | CL A | G9078F107 | 66,634,955 | 1,054,017 | SH | SOLE | 1,054,017 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 9,215,757 | 268,368 | SH | SOLE | 268,368 | 0 | 0 | |||
| YELP INC | CL A | 985817105 | 19,112,285 | 622,550 | SH | SOLE | 622,550 | 0 | 0 | |||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 54,041,874 | 169,943 | SH | SOLE | 169,943 | 0 | 0 | |||