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 | 39,728 | 1,901,779 | SH | SOLE | 1,901,779 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 6,853 | 131,215 | SH | SOLE | 131,215 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 6,771 | 100,402 | SH | SOLE | 100,402 | 0 | 0 | ||
CIMPRESS N V | SHS EURO | N20146101 | 23,245 | 286,479 | SH | SOLE | 286,479 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 11,092 | 184,807 | SH | SOLE | 184,807 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 16,784 | 648,272 | SH | SOLE | 648,272 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 48,093 | 224,711 | SH | SOLE | 224,711 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 11,965 | 474,424 | SH | SOLE | 474,424 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 26,403 | 341,916 | SH | SOLE | 341,916 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 16,848 | 613,083 | SH | SOLE | 613,083 | 0 | 0 | ||
FLEETMATICS GROUP PLC | COM | G35569105 | 342 | 6,740 | SH | SOLE | 6,740 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 2,326 | 49,259 | SH | SOLE | 49,259 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 11,346 | 408,138 | SH | SOLE | 408,138 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 3,223 | 94,753 | SH | SOLE | 94,753 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 34,014 | 633,529 | SH | SOLE | 633,529 | 0 | 0 | ||
NEUSTAR INC | CL A | 64126X201 | 22,791 | 950,833 | SH | SOLE | 950,833 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 38,153 | 1,053,940 | SH | SOLE | 1,053,940 | 0 | 0 | ||
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 22,478 | 530,894 | SH | SOLE | 530,894 | 0 | 0 | ||
PINNACLE ENTMT INC | COM | 723456109 | 10,363 | 332,997 | SH | SOLE | 332,997 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 10,295 | 205,966 | SH | SOLE | 205,966 | 0 | 0 | ||
DONNELLEY R R & SONS CO | COM | 257867101 | 1,417 | 96,287 | SH | SOLE | 96,287 | 0 | 0 | ||
SEI INVESTMENTS CO | COM | 784117103 | 16,292 | 310,924 | SH | SOLE | 310,924 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 14,268 | 438,463 | SH | SOLE | 438,463 | 0 | 0 | ||
STRAYER ED INC | COM | 863236105 | 34,778 | 578,480 | SH | SOLE | 578,480 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 707 | 8,298 | SH | SOLE | 8,298 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 17,469 | 240,815 | SH | SOLE | 240,815 | 0 | 0 | ||
WORLD ACCEP CORP DEL | COM | 981419104 | 20,956 | 564,848 | SH | SOLE | 564,848 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 35,257 | 506,199 | SH | SOLE | 506,199 | 0 | 0 |