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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRCASTLE LTD COM G0129K104 31,978 1,999,871 SH   SOLE   1,999,871 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,536 14,007 SH   SOLE   14,007 0 0
AMERICAN VANGUARD CORP COM 030371108 5,285 225,550 SH   SOLE   225,550 0 0
AMPHENOL CORP NEW CL A 032095101 39,516 507,000 SH   SOLE   507,000 0 0
APPLE INC COM 037833100 22,764 57,407 SH   SOLE   57,407 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 23,401 534,757 SH   SOLE   534,757 0 0
CLEVELAND BIOLABS INC COM 185860103 951 601,889 SH   SOLE   601,889 0 0
COINSTAR INC COM 19259P300 645 10,994 SH   SOLE   10,994 0 0
COPART INC COM 217204106 4,711 152,945 SH   SOLE   152,945 0 0
CREDIT ACCEP CORP MICH COM 225310101 14,256 135,704 SH   SOLE   135,704 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 25,011 358,466 SH   SOLE   358,466 0 0
DOLLAR TREE INC COM 256746108 14,541 286,024 SH   SOLE   286,024 0 0
EXAMWORKS GROUP INC COM 30066A105 3,738 176,084 SH   SOLE   176,084 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 35,435 573,932 SH   SOLE   573,932 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 6,084 393,254 SH   SOLE   393,254 0 0
GAP INC DEL COM 364760108 5,981 143,321 SH   SOLE   143,321 0 0
GARMIN LTD SHS H2906T109 922 25,500 SH   SOLE   25,500 0 0
GENESEE & WYO INC CL A 371559105 41,408 488,077 SH   SOLE   488,077 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 69,305 921,384 SH   SOLE   921,384 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 22,991 927,039 SH   SOLE   927,039 0 0
HEXCEL CORP NEW COM 428291108 1,333 39,153 SH   SOLE   39,153 0 0
NEUSTAR INC CL A 64126X201 44,013 904,127 SH   SOLE   904,127 0 0
POLYPORE INTL INC COM 73179V103 25,518 633,201 SH   SOLE   633,201 0 0
POOL CORPORATION COM 73278L105 2,160 41,208 SH   SOLE   41,208 0 0
QUALCOMM INC COM 747525103 21,109 345,547 SH   SOLE   345,547 0 0
REALD INC COM 75604L105 3,781 271,979 SH   SOLE   271,979 0 0
SEALED AIR CORP NEW COM 81211K100 1,056 44,091 SH   SOLE   44,091 0 0
SEI INVESTMENTS CO COM 784117103 5,344 187,957 SH   SOLE   187,957 0 0
STRAYER ED INC COM 863236105 3,187 65,274 SH   SOLE   65,274 0 0
TRIPADVISOR INC COM 896945201 24,259 398,533 SH   SOLE   398,533 0 0
UNITED RENTALS INC COM 911363109 17,664 353,921 SH   SOLE   353,921 0 0
VISTAPRINT N V SHS N93540107 28,039 567,935 SH   SOLE   567,935 0 0
WORLD ACCEP CORP DEL COM 981419104 2,070 23,810 SH   SOLE   23,810 0 0