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 |
| ALLEGIANT TRAVEL CO | COM | 01748X102 | 13,082 | 53,601 | SH | SOLE | 53,601 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 6,569 | 51,628 | SH | SOLE | 51,628 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 14,620 | 40,585 | SH | SOLE | 40,585 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 11,510 | 214,135 | SH | SOLE | 214,135 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 9,073 | 108,353 | SH | SOLE | 108,353 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 19,136 | 204,225 | SH | SOLE | 204,225 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 14,355 | 102,224 | SH | SOLE | 102,224 | 0 | 0 | ||
| TURNING PT BRANDS INC | COM | 90041L105 | 5,394 | 103,385 | SH | SOLE | 103,385 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 14,001 | 358,365 | SH | SOLE | 358,365 | 0 | 0 | ||