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 | 35,347 | 1,807,129 | SH | SOLE | 1,807,129 | 0 | 0 | ||
ARCTIC CAT INC | COM | 039670104 | 7,673 | 451,345 | SH | SOLE | 451,345 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 16,692 | 316,500 | SH | SOLE | 316,500 | 0 | 0 | ||
CIMPRESS N V | SHS EURO | N20146101 | 24,302 | 262,779 | SH | SOLE | 262,779 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 29,156 | 939,622 | SH | SOLE | 939,622 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 40,161 | 216,991 | SH | SOLE | 216,991 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 10,745 | 450,535 | SH | SOLE | 450,535 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 13,174 | 562,764 | SH | SOLE | 562,764 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 2,417 | 252,000 | SH | SOLE | 252,000 | 0 | 0 | ||
FLEETMATICS GROUP PLC | COM | G35569105 | 280 | 6,460 | SH | SOLE | 6,460 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 27,592 | 800,224 | SH | SOLE | 800,222 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 6,784 | 239,703 | SH | SOLE | 239,703 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 26,158 | 443,737 | SH | SOLE | 443,737 | 0 | 0 | ||
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 3,334 | 72,264 | SH | SOLE | 72,264 | 0 | 0 | ||
NEUSTAR INC | CL A | 64126X201 | 18,351 | 780,573 | SH | SOLE | 780,573 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 35,307 | 967,043 | SH | SOLE | 967,043 | 0 | 0 | ||
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 6,988 | 222,124 | SH | SOLE | 222,124 | 0 | 0 | ||
PINNACLE ENTMT INC NEW | COM | 72348Y105 | 3,448 | 311,167 | SH | SOLE | 311,167 | 0 | 0 | ||
QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 3,863 | 207,777 | SH | SOLE | 207,777 | 0 | 0 | ||
SEI INVESTMENTS CO | COM | 784117103 | 16,001 | 332,585 | SH | SOLE | 332,585 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 15,362 | 514,464 | SH | SOLE | 514,464 | 0 | 0 | ||
STRAYER ED INC | COM | 863236105 | 21,385 | 435,280 | SH | SOLE | 435,280 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 6,098 | 94,838 | SH | SOLE | 94,838 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 14,393 | 214,495 | SH | SOLE | 214,495 | 0 | 0 | ||
WORLD ACCEP CORP DEL | COM | 981419104 | 20,592 | 451,568 | SH | SOLE | 451,568 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 23,798 | 475,009 | SH | SOLE | 475,009 | 0 | 0 |