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 4,264 42,983 SH   SOLE   42,983 0 0
ALPHABET INC CAP STK CL C 02079K107 6,235 6,501 SH   SOLE   6,501 0 0
AMERICAN EXPRESS CO COM 025816109 5,281 58,377 SH   SOLE   58,377 0 0
ARCH CAP GROUP LTD ORD G0450A105 5,744 58,313 SH   SOLE   58,313 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,953 31,957 SH   SOLE   31,957 0 0
CBL & ASSOC PPTYS INC COM 124830100 2,500 298,015 SH   SOLE   298,015 0 0
CORELOGIC INC COM 21871D103 9,297 201,147 SH   SOLE   201,147 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,127 39,590 SH   SOLE   39,590 0 0
HRG GROUP INC COM 40434J100 8,445 541,005 SH   SOLE   541,005 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 10,231 107,351 SH   SOLE   107,351 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 9,993 262,361 SH   SOLE   262,361 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 14,167 338,359 SH   SOLE   338,359 0 0
MARCUS & MILLICHAP INC COM 566324109 3,822 141,606 SH   SOLE   141,606 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 8,814 40,927 SH   SOLE   40,927 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,555 11,503 SH   SOLE   11,503 0 0
TIME WARNER INC COM 887317303 827 8,072 SH   SOLE   8,072 0 0
TRINITY PL HLDGS INC COM 89656D101 1,920 273,520 SH   SOLE   273,520 0 0
UNITED STATES LIME & MINERAL COM 911922102 549 6,539 SH   SOLE   6,539 0 0