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 |
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 45,800,534 | 387,910 | SH | SOLE | 387,910 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 36,247,991 | 514,740 | SH | SOLE | 514,740 | 0 | 0 | ||
CAE INC | COM | 124765108 | 9,869,696 | 531,200 | SH | SOLE | 531,200 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 3,544,755 | 135,296 | SH | SOLE | 135,296 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 142,139,961 | 1,104,257 | SH | SOLE | 1,104,257 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 40,418,335 | 78,531 | SH | SOLE | 78,531 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 34,225,386 | 580,288 | SH | SOLE | 580,288 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 43,952,871 | 348,860 | SH | SOLE | 348,860 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 13,127,712 | 174,200 | SH | SOLE | 174,200 | 0 | 0 | ||
GENERAC HLDGS INC | COM | 368736104 | 5,120,881 | 38,730 | SH | SOLE | 38,730 | 0 | 0 | ||
GILDAN ACTIVEWEAR INC | COM | 375916103 | 14,038,818 | 370,222 | SH | SOLE | 370,222 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 126,913,123 | 908,404 | SH | SOLE | 908,404 | 0 | 0 | ||
INGERSOLL RAND INC | COM | 45687V106 | 45,798,439 | 504,166 | SH | SOLE | 504,166 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 18,325,464 | 133,870 | SH | SOLE | 133,870 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 35,917,785 | 618,952 | SH | SOLE | 618,952 | 0 | 0 | ||
PINSTRIPES HOLDINGS INC | CL A COM | 06690B107 | 1,117,622 | 406,408 | SH | SOLE | 406,408 | 0 | 0 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | 44,574,942 | 607,702 | SH | SOLE | 607,702 | 0 | 0 | ||
TD SYNNEX CORPORATION | COM | 87162W100 | 69,486,494 | 602,136 | SH | SOLE | 602,136 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 40,097,785 | 847,017 | SH | SOLE | 847,017 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 26,979,290 | 21,117 | SH | SOLE | 21,117 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 20,461,244 | 388,038 | SH | SOLE | 388,038 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 21,893,231 | 581,648 | SH | SOLE | 581,648 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 24,090,292 | 651,970 | SH | SOLE | 651,970 | 0 | 0 |