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 |
CAE INC | COM | 124765108 | 29,864 | 1,948,071 | SH | SOLE | 1,948,071 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 23,405 | 1,152,978 | SH | SOLE | 1,152,978 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 1,802 | 4,114 | SH | SOLE | 4,114 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 71,377 | 712,842 | SH | SOLE | 712,842 | 0 | 0 | ||
GARTNER INC | COM | 366651107 | 40,868 | 147,702 | SH | SOLE | 147,702 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 63,474 | 895,514 | SH | SOLE | 895,514 | 0 | 0 | ||
INGERSOLL RAND INC | COM | 45687V106 | 27,323 | 631,606 | SH | SOLE | 631,606 | 0 | 0 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 4,069 | 50,246 | SH | SOLE | 50,246 | 0 | 0 | ||
LGI HOMES INC | COM | 50187T106 | 5,498 | 67,574 | SH | SOLE | 67,574 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 38,542 | 447,802 | SH | SOLE | 447,802 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 24,039 | 644,810 | SH | SOLE | 644,810 | 0 | 0 | ||
TD SYNNEX CORPORATION | COM | 87162W100 | 56,029 | 690,095 | SH | SOLE | 690,095 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 23,537 | 44,847 | SH | SOLE | 44,847 | 0 | 0 | ||
TRITON INTL LTD | CL A | G9078F107 | 116,099 | 2,121,297 | SH | SOLE | 2,121,297 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 6,535 | 200,778 | SH | SOLE | 200,778 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 20,639 | 608,640 | SH | SOLE | 608,640 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 41,563 | 158,633 | SH | SOLE | 158,633 | 0 | 0 |