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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | 427,948 | 5,985,242 | SH | DFND | 1 | 5,985,242 | 0 | 0 | |
| CIMPRESS N V | SHS EURO | N20146101 | 214,401 | 2,358,903 | SH | DFND | 1 | 2,358,903 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 350,504 | 5,600,000 | SH | DFND | 1 | 5,600,000 | 0 | 0 | |
| GTT COMMUNICATIONS INC | COM | 362393100 | 192,720 | 10,950,000 | SH | DFND | 1 | 12,375,000 | 0 | 0 | |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | 165,816 | 2,800,000 | SH | DFND | 1 | 2,800,000 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 547,500 | 3,750,000 | SH | DFND | 1 | 3,750,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 737,078 | 12,750,000 | SH | DFND | 1 | 12,750,000 | 0 | 0 | |
| GTT COMMUNICATIONS INC | COM | 362393100 | 25,080 | 1,425,000 | SH | OTR | 1 | 0 | 1,425,000 | 0 | |