The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| BAIDU ADR REPTG INC CLASS A | SPON ADR REP A | 056752108 | 36,450 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CREDIT ACCEPTANCE CORP | COM | 225310101 | 48,616 | 137,566 | SH | SOLE | 137,566 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 37,634 | 695,000 | SH | SOLE | 695,000 | 0 | 0 | ||
| SERITAGE GROWTH PROPERTIES CLASS A | CL A | 81752R100 | 34,708 | 817,996 | SH | SOLE | 817,996 | 0 | 0 | ||
| HUNT COMPANIES FINANCE TRUST INC T | COM | 44558T100 | 11,359 | 3,340,780 | SH | SOLE | 3,340,780 | 0 | 0 | ||