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 |
| BK OF AMERICA CORP | COM | 060505104 | 12,421 | 279,196 | SH | SOLE | 279,196 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 12,369 | 187,253 | SH | SOLE | 187,253 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 14,846 | 64,051 | SH | SOLE | 64,051 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 17,782 | 224,144 | SH | SOLE | 224,144 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 14,764 | 283,331 | SH | SOLE | 283,331 | 0 | 0 | ||
| ONEMAIN HLDGS INC | COM | 68268W103 | 18,931 | 378,335 | SH | SOLE | 378,335 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 11,991 | 116,818 | SH | SOLE | 116,818 | 0 | 0 | ||
| RAYMOND JAMES FINL INC | COM | 754730109 | 19,824 | 197,453 | SH | SOLE | 197,453 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 5,722 | 119,268 | SH | SOLE | 119,268 | 0 | 0 | ||