The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
AIRCASTLE LTD | COM | G0129K104 | 42,583 | 1,992,636 | SH | SOLE | 1,992,636 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 6,909 | 128,402 | SH | SOLE | 128,402 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 14,116 | 185,937 | SH | SOLE | 185,937 | 0 | 0 | ||
CIMPRESS N V | SHS EURO | N20146101 | 34,070 | 455,243 | SH | SOLE | 455,243 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 40,021 | 759,992 | SH | SOLE | 759,992 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 23,480 | 1,028,468 | SH | SOLE | 1,028,468 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 22,916 | 167,992 | SH | SOLE | 167,992 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 11,857 | 351,627 | SH | SOLE | 351,627 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 12,403 | 176,222 | SH | SOLE | 176,222 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 34,558 | 615,779 | SH | SOLE | 615,779 | 0 | 0 | ||
FLEETMATICS GROUP PLC | COM | G35569105 | 239 | 6,740 | SH | SOLE | 6,740 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 16,842 | 277,780 | SH | SOLE | 277,780 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 18,068 | 615,804 | SH | SOLE | 615,804 | 0 | 0 | ||
GAP INC DEL | COM | 364760108 | 21,477 | 510,013 | SH | SOLE | 510,013 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 9,771 | 279,904 | SH | SOLE | 279,904 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 51,810 | 576,184 | SH | SOLE | 576,184 | 0 | 0 | ||
KEURIG GREEN MTN INC | COM | 49271M100 | 88,990 | 672,131 | SH | SOLE | 672,131 | 0 | 0 | ||
NEUSTAR INC | CL A | 64126X201 | 24,334 | 875,306 | SH | SOLE | 875,306 | 0 | 0 | ||
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 27,895 | 568,479 | SH | SOLE | 568,479 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 32,060 | 431,326 | SH | SOLE | 431,326 | 0 | 0 | ||
SEI INVESTMENTS CO | COM | 784117103 | 10,078 | 251,710 | SH | SOLE | 251,710 | 0 | 0 | ||
STRAYER ED INC | COM | 863236105 | 11,736 | 158,003 | SH | SOLE | 158,003 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 619 | 8,287 | SH | SOLE | 8,287 | 0 | 0 | ||
TRW AUTOMOTIVE HLDGS CORP | COM | 87264S106 | 22,473 | 218,499 | SH | SOLE | 218,499 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 32,212 | 315,770 | SH | SOLE | 315,770 | 0 | 0 | ||
WORLD ACCEP CORP DEL | COM | 981419104 | 22,410 | 282,068 | SH | SOLE | 282,068 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 35,123 | 453,732 | SH | SOLE | 453,732 | 0 | 0 |