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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 12,536 | 270,000 | SH | SOLE | 0 | 98,358 | 171,642 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 36,999 | 143,892 | SH | SOLE | 0 | 42,953 | 100,939 | ||
| GOGO INC | COM | 38046C109 | 31,853 | 2,762,699 | SH | SOLE | 0 | 996,367 | 1,766,332 | ||
| LEAR CORP | COM NEW | 521865204 | 8,595 | 60,493 | SH | SOLE | 0 | 22,135 | 38,358 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 9,344 | 156,243 | SH | SOLE | 0 | 52,679 | 103,564 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 20,811 | 329,070 | SH | SOLE | 0 | 121,245 | 207,825 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 1,695 | 51,534 | SH | SOLE | 0 | 17,387 | 34,147 | ||
| TENNECO INC | COM | 880349105 | 16,354 | 282,806 | SH | SOLE | 0 | 103,311 | 179,495 | ||