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 | 12,684 | 67,813 | SH | SOLE | 67,813 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 24,010 | 34,915 | SH | SOLE | 34,915 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 13,725 | 374,479 | SH | SOLE | 374,479 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 10,399 | 112,693 | SH | SOLE | 112,693 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 8,493 | 56,254 | SH | SOLE | 56,254 | 0 | 0 | ||
| TURNING PT BRANDS INC | COM | 90041L105 | 5,967 | 157,929 | SH | SOLE | 157,929 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 4,039 | 84,184 | SH | SOLE | 84,184 | 0 | 0 | ||