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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
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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   35,077,591 456,680 SH   SOLE   456,680 0 0
CAE INC COM 124765108   42,115,154 1,881,821 SH   SOLE   1,881,821 0 0
CARVANA CO CL A 146869102   38,269,791 1,476,458 SH   SOLE   1,476,458 0 0
CELANESE CORP DEL COM 150870103   3,360,516 29,020 SH   SOLE   29,020 0 0
CREDIT ACCEP CORP MICH COM 225310101   31,095,983 61,221 SH   SOLE   61,221 0 0
ETSY INC COM 29786A106   50,007,725 591,038 SH   SOLE   591,038 0 0
GARTNER INC COM 366651107   27,689,203 79,042 SH   SOLE   79,042 0 0
GODADDY INC CL A 380237107   65,160,550 867,304 SH   SOLE   867,304 0 0
INGERSOLL RAND INC COM 45687V106   44,338,655 678,376 SH   SOLE   678,376 0 0
INSTALLED BLDG PRODS INC COM 45780R101   10,002,659 71,366 SH   SOLE   71,366 0 0
LITHIA MTRS INC COM 536797103   6,185,902 20,341 SH   SOLE   20,341 0 0
PAYPAL HLDGS INC COM 70450Y103   42,608,573 638,522 SH   SOLE   638,522 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   27,835,763 618,710 SH   SOLE   618,710 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   6,697,904 257,810 SH   SOLE   257,810 0 0
TD SYNNEX CORPORATION COM 87162W100   50,165,450 533,675 SH   SOLE   533,675 0 0
TRANSDIGM GROUP INC COM 893641100   34,396,037 38,467 SH   SOLE   38,467 0 0
TRITON INTL LTD CL A G9078F107   86,886,556 1,043,557 SH   SOLE   1,043,557 0 0
WAYFAIR INC CL A 94419L101   20,206,928 310,828 SH   SOLE   310,828 0 0
YELP INC CL A 985817105   22,861,475 627,890 SH   SOLE   627,890 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   50,058,282 169,213 SH   SOLE   169,213 0 0