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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 COMM 146869102 2,449 120,634 SH   SOLE   120,634 0 0
FIVE BELOW COMM 33829M101 27,086 196,748 SH   SOLE   196,748 0 0
LGI HOMES INC COMM 50187T106 27,096 332,994 SH   SOLE   332,994 0 0
TRANSDIGM GROUP INC COMM 893641100 12,132 23,117 SH   SOLE   23,117 0 0