The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 7,288 | 47,279 | SH | SOLE | 47,279 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 26,021 | 53,782 | SH | SOLE | 53,782 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 11,052 | 253,788 | SH | SOLE | 253,788 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 11,172 | 80,220 | SH | SOLE | 80,220 | 0 | 0 | ||
| MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 12,026 | 124,747 | SH | SOLE | 124,747 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 17,380 | 337,278 | SH | SOLE | 337,278 | 0 | 0 | ||
| REV GROUP INC | COM | 749527107 | 12,502 | 867,593 | SH | SOLE | 867,593 | 0 | 0 | ||
| SYNCHRONY FINL | COM | 87165B103 | 14,464 | 417,203 | SH | SOLE | 417,203 | 0 | 0 | ||