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 |
| BK OF AMERICA CORP | COM | 060505104 | 1,057 | 49,768 | SH | SOLE | 49,768 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 10,930 | 42,749 | SH | SOLE | 42,749 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 5,937 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 5,908 | 169,881 | SH | SOLE | 169,881 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 6,474 | 197,785 | SH | SOLE | 197,785 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 5,715 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| STIFEL FINL CORP | COM | 860630102 | 5,914 | 143,275 | SH | SOLE | 143,275 | 0 | 0 | ||