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 |
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 26,250 | 123,320 | SH | SOLE | 123,320 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 421 | 4,960 | SH | SOLE | 4,960 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 8,398 | 278,166 | SH | SOLE | 278,166 | 0 | 0 | ||
AIRCASTLE LTD | COM | G0129K104 | 16,452 | 828,405 | SH | SOLE | 828,405 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 56,850 | 172,059 | SH | SOLE | 172,059 | 0 | 0 | ||
CBIZ INC | COM | 124805102 | 1,064 | 58,278 | SH | SOLE | 58,278 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 5,849 | 171,170 | SH | SOLE | 171,170 | 0 | 0 | ||
CIMPRESS N V | SHS EURO | N20146101 | 1,817 | 11,746 | SH | SOLE | 11,746 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 15,522 | 388,352 | SH | SOLE | 388,352 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 38,701 | 1,687,781 | SH | SOLE | 1,687,781 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 5,290 | 270,995 | SH | SOLE | 270,995 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 6,458 | 68,055 | SH | SOLE | 68,055 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 37,811 | 1,347,488 | SH | SOLE | 1,347,488 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 855 | 14,945 | SH | SOLE | 14,945 | 0 | 0 | ||
GARDNER DENVER HLDGS INC | COM | 36555P107 | 12,622 | 411,400 | SH | SOLE | 411,400 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 23,431 | 700,045 | SH | SOLE | 700,045 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 41,088 | 580,427 | SH | SOLE | 580,427 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 4,405 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 585 | 9,920 | SH | SOLE | 9,920 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 23,123 | 304,774 | SH | SOLE | 304,774 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 37,128 | 1,186,205 | SH | SOLE | 1,186,205 | 0 | 0 | ||
SEI INVESTMENTS CO | COM | 784117103 | 20,003 | 267,025 | SH | SOLE | 267,025 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 17,954 | 346,405 | SH | SOLE | 346,405 | 0 | 0 | ||
STRAYER ED INC | COM | 863236105 | 38,655 | 382,529 | SH | SOLE | 382,529 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 300 | 9,920 | SH | SOLE | 9,920 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 609 | 2,980 | SH | SOLE | 2,980 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 566 | 4,960 | SH | SOLE | 4,960 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 19,289 | 285,640 | SH | SOLE | 285,640 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 2,234 | 53,520 | SH | SOLE | 53,520 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 69,996 | 502,879 | SH | SOLE | 502,879 | 0 | 0 |