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   45,800,534 387,910 SH   SOLE   387,910 0 0
APTIV PLC SHS G6095L109   36,247,991 514,740 SH   SOLE   514,740 0 0
CAE INC COM 124765108   9,869,696 531,200 SH   SOLE   531,200 0 0
CARGURUS INC COM CL A 141788109   3,544,755 135,296 SH   SOLE   135,296 0 0
CARVANA CO CL A 146869102   142,139,961 1,104,257 SH   SOLE   1,104,257 0 0
CREDIT ACCEP CORP MICH COM 225310101   40,418,335 78,531 SH   SOLE   78,531 0 0
ETSY INC COM 29786A106   34,225,386 580,288 SH   SOLE   580,288 0 0
EXPEDIA GROUP INC COM NEW 30212P303   43,952,871 348,860 SH   SOLE   348,860 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   13,127,712 174,200 SH   SOLE   174,200 0 0
GENERAC HLDGS INC COM 368736104   5,120,881 38,730 SH   SOLE   38,730 0 0
GILDAN ACTIVEWEAR INC COM 375916103   14,038,818 370,222 SH   SOLE   370,222 0 0
GODADDY INC CL A 380237107   126,913,123 908,404 SH   SOLE   908,404 0 0
INGERSOLL RAND INC COM 45687V106   45,798,439 504,166 SH   SOLE   504,166 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   18,325,464 133,870 SH   SOLE   133,870 0 0
PAYPAL HLDGS INC COM 70450Y103   35,917,785 618,952 SH   SOLE   618,952 0 0
PINSTRIPES HOLDINGS INC CL A COM 06690B107   1,117,622 406,408 SH   SOLE   406,408 0 0
SHIFT4 PMTS INC CL A 82452J109   44,574,942 607,702 SH   SOLE   607,702 0 0
TD SYNNEX CORPORATION COM 87162W100   69,486,494 602,136 SH   SOLE   602,136 0 0
TEMPUR SEALY INTL INC COM 88023U101   40,097,785 847,017 SH   SOLE   847,017 0 0
TRANSDIGM GROUP INC COM 893641100   26,979,290 21,117 SH   SOLE   21,117 0 0
WAYFAIR INC CL A 94419L101   20,461,244 388,038 SH   SOLE   388,038 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   21,893,231 581,648 SH   SOLE   581,648 0 0
YELP INC CL A 985817105   24,090,292 651,970 SH   SOLE   651,970 0 0