The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Estimated average burden
hours per response: 23.8
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   50,975,834 453,320 SH   SOLE   453,320 0 0
APTIV PLC SHS G6095L109   34,551,374 433,790 SH   SOLE   433,790 0 0
CAE INC COM 124765108   38,190,419 1,850,311 SH   SOLE   1,850,311 0 0
CARGURUS INC COM CL A 141788109   3,169,022 137,306 SH   SOLE   137,306 0 0
CARVANA CO CL A 146869102   116,365,060 1,323,684 SH   SOLE   1,323,684 0 0
CREDIT ACCEP CORP MICH COM 225310101   40,776,643 73,931 SH   SOLE   73,931 0 0
ETSY INC COM 29786A106   40,624,378 591,158 SH   SOLE   591,158 0 0
EXPEDIA GROUP INC COM NEW 30212P303   16,846,825 122,300 SH   SOLE   122,300 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   26,205,569 353,270 SH   SOLE   353,270 0 0
GARTNER INC COM 366651107   1,454,797 3,052 SH   SOLE   3,052 0 0
GENERAC HLDGS INC COM 368736104   4,976,223 39,450 SH   SOLE   39,450 0 0
GILDAN ACTIVEWEAR INC COM 375916103   10,833,123 291,762 SH   SOLE   291,762 0 0
GODADDY INC CL A 380237107   109,733,190 924,614 SH   SOLE   924,614 0 0
INGERSOLL RAND INC COM 45687V106   53,272,267 561,056 SH   SOLE   561,056 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   18,737,206 136,340 SH   SOLE   136,340 0 0
LITHIA MTRS INC COM 536797103   6,498,877 21,601 SH   SOLE   21,601 0 0
PAYPAL HLDGS INC COM 70450Y103   42,304,989 631,512 SH   SOLE   631,512 0 0
SHIFT4 PMTS INC CL A 82452J109   2,630,247 39,810 SH   SOLE   39,810 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   13,287,415 504,841 SH   SOLE   504,841 0 0
TD SYNNEX CORPORATION COM 87162W100   60,180,058 532,096 SH   SOLE   532,096 0 0
TEMPUR SEALY INTL INC COM 88023U101   46,810,418 823,837 SH   SOLE   823,837 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   906,688 1,560 SH   SOLE   1,560 0 0
TRANSDIGM GROUP INC COM 893641100   26,980,661 21,907 SH   SOLE   21,907 0 0
WAYFAIR INC CL A 94419L101   24,580,570 362,118 SH   SOLE   362,118 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   16,534,935 355,590 SH   SOLE   355,590 0 0
YELP INC CL A 985817105   25,626,154 650,410 SH   SOLE   650,410 0 0