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 | 41,235,744 | 459,400 | SH | SOLE | 459,400 | 0 | 0 | |||
| CAE INC | COM | 124765108 | 44,169,817 | 1,891,641 | SH | SOLE | 1,891,641 | 0 | 0 | |||
| CARGURUS INC | COM CL A | 141788109 | 581,839 | 33,210 | SH | SOLE | 33,210 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 60,509,468 | 1,441,388 | SH | SOLE | 1,441,388 | 0 | 0 | |||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 30,658,256 | 66,631 | SH | SOLE | 66,631 | 0 | 0 | |||
| ETSY INC | COM | 29786A106 | 5,239,246 | 81,128 | SH | SOLE | 81,128 | 0 | 0 | |||
| GARTNER INC | COM | 366651107 | 27,348,607 | 79,592 | SH | SOLE | 79,592 | 0 | 0 | |||
| GENERAC HLDGS INC | COM | 368736104 | 2,717,462 | 24,940 | SH | SOLE | 24,940 | 0 | 0 | |||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 8,258,468 | 294,840 | SH | SOLE | 294,840 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 69,807,423 | 937,264 | SH | SOLE | 937,264 | 0 | 0 | |||
| INGERSOLL RAND INC | COM | 45687V106 | 43,435,758 | 681,666 | SH | SOLE | 681,666 | 0 | 0 | |||
| INSTALLED BLDG PRODS INC | COM | 45780R101 | 8,952,865 | 71,686 | SH | SOLE | 71,686 | 0 | 0 | |||
| LITHIA MTRS INC | COM | 536797103 | 6,045,700 | 20,471 | SH | SOLE | 20,471 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 37,538,452 | 642,122 | SH | SOLE | 642,122 | 0 | 0 | |||
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 23,494,540 | 621,220 | SH | SOLE | 621,220 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 12,231,571 | 520,271 | SH | SOLE | 520,271 | 0 | 0 | |||
| TD SYNNEX CORPORATION | COM | 87162W100 | 53,571,395 | 536,465 | SH | SOLE | 536,465 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 22,678,522 | 523,270 | SH | SOLE | 523,270 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 31,808,766 | 37,727 | SH | SOLE | 37,727 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 19,001,294 | 313,708 | SH | SOLE | 313,708 | 0 | 0 | |||
| YELP INC | CL A | 985817105 | 26,356,415 | 633,720 | SH | SOLE | 633,720 | 0 | 0 | |||
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 18,002,298 | 76,110 | SH | SOLE | 76,110 | 0 | 0 | |||