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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLIED MATLS INC COM 038222105   147,483,700 910,000 SH   SOLE   910,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   76,180,720 581,000 SH   SOLE   581,000 0 0
CREDIT ACCEP CORP MICH COM 225310101   87,367,720 164,000 SH   SOLE   164,000 0 0
HCA HEALTHCARE INC COM 40412C101   148,874,000 550,000 SH   SOLE   550,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   75,604,800 912,000 SH   SOLE   912,000 0 0
JPMORGAN CHASE & CO COM 46625H100   70,421,400 414,000 SH   SOLE   414,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   45,771,000 292,000 SH   SOLE   292,000 0 0
PIONEER NAT RES CO COM 723787107   67,913,760 302,000 SH   SOLE   302,000 0 0
SELECTQUOTE INC COM 816307300   10,837,788 7,910,794 SH   SOLE   7,910,794 0 0
STONECO LTD COM CL A G85158106   25,242,000 1,400,000 SH   SOLE   1,400,000 0 0
TD SYNNEX CORPORATION COM 87162W100   241,907,280 2,248,000 SH   SOLE   2,248,000 0 0