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 | 35,381 | 151,720 | SH | SOLE | 151,720 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 443 | 4,840 | SH | SOLE | 4,840 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 8,350 | 275,476 | SH | SOLE | 275,476 | 0 | 0 | ||
AIRCASTLE LTD | COM | G0129K104 | 17,645 | 860,735 | SH | SOLE | 860,735 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 60,435 | 171,009 | SH | SOLE | 171,009 | 0 | 0 | ||
CBIZ INC | COM | 124805102 | 1,326 | 57,638 | SH | SOLE | 57,638 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 733 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 5,557 | 169,370 | SH | SOLE | 169,370 | 0 | 0 | ||
CIMPRESS N V | SHS EURO | N20146101 | 1,703 | 11,746 | SH | SOLE | 11,746 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 76,338 | 1,835,041 | SH | SOLE | 1,835,041 | 0 | 0 | ||
DISCOVERY INC | COM SER C | 25470F302 | 6,833 | 267,955 | SH | SOLE | 267,955 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 6,061 | 71,305 | SH | SOLE | 71,305 | 0 | 0 | ||
GRAFTECH INTL LTD | COM | 384313508 | 12,603 | 700,579 | SH | SOLE | 700,579 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 38,626 | 915,533 | SH | SOLE | 915,533 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 583 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 719 | 14,735 | SH | SOLE | 14,735 | 0 | 0 | ||
GARDNER DENVER HLDGS INC | COM | 36555P107 | 25,150 | 855,747 | SH | SOLE | 855,747 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 27,455 | 766,887 | SH | SOLE | 766,887 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 46,671 | 573,917 | SH | SOLE | 573,917 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 9,498 | 180,906 | SH | SOLE | 180,906 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 28,368 | 340,674 | SH | SOLE | 340,674 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 38,200 | 1,188,195 | SH | SOLE | 1,188,195 | 0 | 0 | ||
SEI INVESTMENTS CO | COM | 784117103 | 16,529 | 264,375 | SH | SOLE | 264,375 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 21,864 | 459,520 | SH | SOLE | 459,520 | 0 | 0 | ||
STRAYER ED INC | COM | 863236105 | 30,342 | 268,488 | SH | SOLE | 268,488 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 257 | 9,780 | SH | SOLE | 9,780 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 691 | 2,960 | SH | SOLE | 2,960 | 0 | 0 | ||
U S CONCRETE INC | COM NEW | 90333L201 | 3,150 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 33,344 | 280,770 | SH | SOLE | 280,770 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 2,076 | 52,980 | SH | SOLE | 52,980 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 70,766 | 494,004 | SH | SOLE | 494,004 | 0 | 0 |