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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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARVANA CO CL A 146869102 36,700 2,500,000 SH   SOLE   2,500,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 327,675 1,169,556 SH   SOLE   1,169,556 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 9,864 219,000 SH   SOLE   219,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 84,551 625,657 SH   SOLE   625,657 0 0
SIGNET JEWELERS LIMITED SHS G81276100 140,753 2,115,000 SH   SOLE   2,115,000 0 0