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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO RESOURCES CORP COM 03674X106   65,113,800 2,820,000 SH   SOLE   2,820,000 0 0
APPLIED MATLS INC COM 038222105   113,494,920 924,000 SH   SOLE   924,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   56,734,400 590,000 SH   SOLE   590,000 0 0
CREDIT ACCEP CORP MICH COM 225310101   72,735,396 166,809 SH   SOLE   166,809 0 0
HCA HEALTHCARE INC COM 40412C101   168,755,200 640,000 SH   SOLE   640,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   76,747,776 929,600 SH   SOLE   929,600 0 0
JPMORGAN CHASE & CO COM 46625H100   54,730,200 420,000 SH   SOLE   420,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   51,107,360 296,000 SH   SOLE   296,000 0 0
PIONEER NAT RES CO COM 723787107   65,290,422 319,675 SH   SOLE   319,675 0 0
SELECTQUOTE INC COM 816307300   17,166,423 7,910,794 SH   SOLE   7,910,794 0 0
STONECO LTD COM CL A G85158106   38,731,179 4,059,872 SH   SOLE   4,059,872 0 0
TD SYNNEX CORPORATION COM 87162W100   219,713,300 2,270,000 SH   SOLE   2,270,000 0 0