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
ADVANCE AUTO PARTS INC COM 00751Y106 19,534 143,953 SH   SOLE   103,754 40,199 0
AERCAP HOLDINGS NV SHS N00985106 12,525 231,309 SH   SOLE   171,642 59,667 0
CREDIT ACCEP CORP MICH COM 225310101 30,337 85,842 SH   SOLE   61,511 24,331 0
GOGO INC COM 38046C109 14,388 2,960,477 SH   SOLE   2,146,368 814,109 0
LEAR CORP COM NEW 521865204 15,876 85,444 SH   SOLE   61,684 23,760 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 10,330 140,735 SH   SOLE   103,564 37,171 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 9,175 285,385 SH   SOLE   210,211 75,174 0
SYNEOS HEALTH INC CL A 87166B102 15,160 323,231 SH   SOLE   233,169 90,062 0