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
CARVANA CO CL A 146869102 19,800,000 300,000 SH   SOLE   300,000 0 0
CIMPRESS N V SHS EURO N20146101 4,614,400 35,000 SH   SOLE   35,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 7,105,097 15,402 SH   SOLE   15,402 0 0
EXP WORLD HOLDINGS INC COM 30212W100 6,288,721 750,444 SH   SOLE   750,444 0 0
GAIA INC NEW CL A 36269P104 1,129,666 172,864 SH   SOLE   172,864 0 0
goeasy Ltd COM 380355107 15,950,439 354,600 SH   SOLE   354,600 0 0
GTT COMMUNICATIONS INC COM 362393100 5,489,665 582,767 SH   SOLE   582,767 0 0
HUTTIG BLDG PRODS INC COM 448451104 1,010,300 481,095 SH   SOLE   481,095 0 0
Metro Bank PLC COM G60640102 7,877,030 3,204,911 SH   SOLE   3,204,911 0 0
RADNET INC COM 750491102 3,840,898 267,472 SH   SOLE   267,472 0 0
REPUBLIC FIRST BANCORP INC COM 760416107 1,967,679 468,495 SH   SOLE   468,495 0 0
SCIENTIFIC GAMES CORP COM 80874P109 3,693,525 181,500 SH   SOLE   181,500 0 0
Shop Apotheke Europe NV COM N7975Z103 1,602,183 41,235 SH   SOLE   41,235 0 0
TRUPANION INC COM 898202106 3,350,153 131,792 SH   SOLE   131,792 0 0
Westwing Group AG COM D9663Z107 293,841 124,184 SH   SOLE   124,184 0 0
XPO LOGISTICS INC COM 983793100 10,735,500 150,000 SH   SOLE   150,000 0 0