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 | 16,863 | 769,635 | SH | SOLE | 769,635 | 0 | 0 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 43,144 | 182,690 | SH | SOLE | 182,690 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 412 | 4,910 | SH | SOLE | 4,910 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 8,063 | 276,496 | SH | SOLE | 276,496 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 101,772 | 1,722,320 | SH | SOLE | 1,722,320 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 815 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 6,021 | 170,050 | SH | SOLE | 170,050 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 65,778 | 150,155 | SH | SOLE | 150,155 | 0 | 0 | ||
DISCOVERY INC | COM SER C | 25470F302 | 4,740 | 160,235 | SH | SOLE | 160,235 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 5,842 | 71,635 | SH | SOLE | 71,635 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 38,068 | 740,907 | SH | SOLE | 740,907 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 490 | 2,980 | SH | SOLE | 2,980 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 864 | 14,875 | SH | SOLE | 14,875 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 25,807 | 732,117 | SH | SOLE | 732,117 | 0 | 0 | ||
GARDNER DENVER HLDGS INC | COM | 36555P107 | 43,075 | 1,519,927 | SH | SOLE | 1,519,927 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 50,583 | 555,917 | SH | SOLE | 555,917 | 0 | 0 | ||
GRAFTECH INTL LTD | COM | 384313508 | 31,147 | 1,596,455 | SH | SOLE | 1,596,455 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 8,478 | 181,576 | SH | SOLE | 181,576 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 30,518 | 347,424 | SH | SOLE | 347,424 | 0 | 0 | ||
SEI INVESTMENTS CO | COM | 784117103 | 17,769 | 290,815 | SH | SOLE | 290,815 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 25,350 | 511,600 | SH | SOLE | 511,600 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 33,876 | 1,194,905 | SH | SOLE | 1,194,905 | 0 | 0 | ||
STRATEGIC ED INC | COM | 86272C103 | 3,414 | 24,912 | SH | SOLE | 24,912 | 0 | 0 | ||
TRONOX LTD | SHS CL A | Q9235V101 | 299 | 25,050 | SH | SOLE | 25,050 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 835 | 2,960 | SH | SOLE | 2,960 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 41,429 | 280,548 | SH | SOLE | 280,548 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 81,039 | 458,288 | SH | SOLE | 458,288 | 0 | 0 |