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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 22,989 | 561,525 | SH | SOLE | 561,525 | 0 | 0 | ||
| BREAD FINANCIAL HOLDINGS INC | COM | 018581108 | 15,958 | 430,594 | SH | SOLE | 430,594 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 54,595 | 116,524 | SH | SOLE | 116,524 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 77,147 | 162,960 | SH | SOLE | 162,960 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 24,912 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 26,027 | 193,450 | SH | SOLE | 193,450 | 0 | 0 | ||
| WORLD ACCEP CORPORATION | COM | 981419104 | 23,151 | 206,260 | SH | SOLE | 206,260 | 0 | 0 | ||