The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| APPLIED MATLS INC | COM | 038222105 | 187,669,300 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 85,909,530 | 577,000 | SH | SOLE | 577,000 | 0 | 0 | |||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 96,521,250 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 153,423,800 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 90,820,230 | 813,000 | SH | SOLE | 813,000 | 0 | 0 | |||
| JPMORGAN CHASE & CO | COM | 46625H100 | 80,720,900 | 403,000 | SH | SOLE | 403,000 | 0 | 0 | |||
| PENNYMAC FINL SVCS INC NEW | COM | 70932M107 | 1,184,170 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| PIONEER NAT RES CO | COM | 723787107 | 73,500,000 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| SELECTQUOTE INC | COM | 816307300 | 15,821,588 | 7,910,794 | SH | SOLE | 7,910,794 | 0 | 0 | |||
| SHARKNINJA INC | COM SHS | G8068L108 | 80,354,100 | 1,290,000 | SH | SOLE | 1,290,000 | 0 | 0 | |||
| TD SYNNEX CORPORATION | COM | 87162W100 | 254,248,800 | 2,248,000 | SH | SOLE | 2,248,000 | 0 | 0 | |||