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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,643 177,851 SH   SOLE   177,851 0 0
ALLEGHANY CORP DEL COM 017175100 55,067 89,621 SH   SOLE   89,621 0 0
ALPHABET INC CAP STK CL C 02079K107 38,838 37,642 SH   SOLE   37,642 0 0
AMERICAN NATL INS CO COM 028591105 8,419 71,978 SH   SOLE   71,978 0 0
ASSOCIATED BANC CORP COM 045487105 5,965 240,054 SH   SOLE   240,054 0 0
ATHENE HLDG LTD CL A G0684D107 24,400 510,375 SH   SOLE   510,375 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 3,451 59,945 SH   SOLE   59,945 0 0
BANKUNITED INC COM 06652K103 5,995 149,946 SH   SOLE   149,946 0 0
BEACON ROOFING SUPPLY INC COM 073685109 17,527 330,272 SH   SOLE   330,272 0 0
BERRY GLOBAL GROUP INC COM 08579W103 33,671 614,312 SH   SOLE   614,312 0 0
BOYD GAMING CORP COM 103304101 19,030 597,268 SH   SOLE   597,268 0 0
CANNAE HLDGS INC COM 13765N107 22,858 1,212,033 SH   SOLE   1,212,033 0 0
DOWDUPONT INC COM 26078J100 38,332 601,659 SH   SOLE   601,659 0 0
FACEBOOK INC CL A 30303M102 24,673 154,415 SH   SOLE   154,415 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,559 60,020 SH   SOLE   60,020 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,088 59,937 SH   SOLE   59,937 0 0
M & T BK CORP COM 55261F104 20,658 112,050 SH   SOLE   112,050 0 0
NEXTERA ENERGY INC COM 65339F101 29,608 181,280 SH   SOLE   181,280 0 0
NUVECTRA CORP COM 67075N108 5,949 456,931 SH   SOLE   456,931 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 8,506 221,959 SH   SOLE   221,959 0 0
PRAXAIR INC COM 74005P104 35,369 245,106 SH   SOLE   245,106 0 0
RED HAT INC COM 756577102 17,244 115,339 SH   SOLE   115,339 0 0
RED ROCK RESORTS INC CL A 75700L108 38,800 1,325,171 SH   SOLE   1,325,171 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,998 21,646 SH   SOLE   21,646 0 0
RLJ LODGING TR COM 74965L101 6,671 343,189 SH   SOLE   343,189 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 37,337 381,849 SH   SOLE   381,849 0 0
TORCHMARK CORP COM 891027104 3,027 35,964 SH   SOLE   35,964 0 0
TRINITY INDS INC COM 896522109 16,689 511,462 SH   SOLE   511,462 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 30,277 832,480 SH   SOLE   832,480 0 0
VOYA FINL INC COM 929089100 24,697 489,057 SH   SOLE   489,057 0 0