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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106 17,383 146,632 SH   SOLE   103,754 42,878 0
AERCAP HOLDINGS NV SHS N00985106 11,924 235,099 SH   SOLE   171,642 63,457 0
CREDIT ACCEP CORP MICH COM 225310101 23,378 70,754 SH   SOLE   49,936 20,818 0
GOGO INC COM 38046C109 29,236 3,387,751 SH   SOLE   2,454,522 933,229 0
LEAR CORP COM NEW 521865204 16,195 87,028 SH   SOLE   61,684 25,344 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 9,520 143,154 SH   SOLE   103,564 39,590 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 9,092 290,477 SH   SOLE   210,211 80,266 0
SYNEOS HEALTH INC CL A 87166B102 11,688 329,238 SH   SOLE   233,169 96,069 0