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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
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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
COMCAST CORP NEW CL A 20030N101 15,618 298,061 SH   SOLE   298,061 0 0
FIRST AMERN FINL CORP COM 31847R102 24,616 476,782 SH   SOLE   476,782 0 0
HCA HEALTHCARE INC COM 40412C101 15,342 93,289 SH   SOLE   93,289 0 0
KKR & CO INC COM 48251W104 8,567 211,571 SH   SOLE   211,571 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 13,720 86,633 SH   SOLE   86,633 0 0
VALVOLINE INC COM 92047W101 20,094 868,360 SH   SOLE   868,360 0 0
AERCAP HOLDINGS NV SHS N00985106 42,483 932,054 SH   SOLE   932,054 0 0
FISERV INC COM 337738108 12,774 112,193 SH   SOLE   112,193 0 0
INSPERITY INC COM 45778Q107 18,176 223,234 SH   SOLE   223,234 0 0
AON PLC SHS CL A G0403H108 12,359 58,500 SH   SOLE   58,500 0 0