The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APOLLO GLOBAL MGMT INC COM 03769M106   42,709,909 458,310 SH   SOLE   458,310 0 0
APTIV PLC SHS G6095L109   1,752,232 19,530 SH   SOLE   19,530 0 0
BEACON ROOFING SUPPLY INC COM 073685109   1,699,501 19,530 SH   SOLE   19,530 0 0
CAE INC COM 124765108   40,615,130 1,881,201 SH   SOLE   1,881,201 0 0
CARGURUS INC COM CL A 141788109   800,179 33,120 SH   SOLE   33,120 0 0
CARVANA CO CL A 146869102   77,532,112 1,464,528 SH   SOLE   1,464,528 0 0
CREDIT ACCEP CORP MICH COM 225310101   41,521,509 77,941 SH   SOLE   77,941 0 0
ETSY INC COM 29786A106   6,645,938 81,998 SH   SOLE   81,998 0 0
GARTNER INC COM 366651107   30,955,619 68,621 SH   SOLE   68,621 0 0
GENERAC HLDGS INC COM 368736104   3,207,737 24,820 SH   SOLE   24,820 0 0
GILDAN ACTIVEWEAR INC COM 375916103   9,810,291 296,742 SH   SOLE   296,742 0 0
GODADDY INC CL A 380237107   99,282,318 935,214 SH   SOLE   935,214 0 0
INGERSOLL RAND INC COM 45687V106   52,337,215 676,716 SH   SOLE   676,716 0 0
INSTALLED BLDG PRODS INC COM 45780R101   16,896,773 92,423 SH   SOLE   92,423 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   17,752,879 138,230 SH   SOLE   138,230 0 0
LITHIA MTRS INC COM 536797103   7,191,804 21,841 SH   SOLE   21,841 0 0
PAYPAL HLDGS INC COM 70450Y103   39,340,597 640,622 SH   SOLE   640,622 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   12,951,086 516,391 SH   SOLE   516,391 0 0
TD SYNNEX CORPORATION COM 87162W100   57,414,777 533,545 SH   SOLE   533,545 0 0
TEMPUR SEALY INTL INC COM 88023U101   39,434,317 773,677 SH   SOLE   773,677 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   833,340 1,570 SH   SOLE   1,570 0 0
TRANSDIGM GROUP INC COM 893641100   37,588,021 37,157 SH   SOLE   37,157 0 0
WAYFAIR INC CL A 94419L101   22,041,585 357,238 SH   SOLE   357,238 0 0
YELP INC CL A 985817105   30,376,184 641,660 SH   SOLE   641,660 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   20,803,146 76,110 SH   SOLE   76,110 0 0