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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 7,803 | 47,179 | SH | SOLE | 47,179 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 24,554 | 53,226 | SH | SOLE | 53,226 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 10,015 | 206,205 | SH | SOLE | 206,205 | 0 | 0 | ||
| MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 12,899 | 124,497 | SH | SOLE | 124,497 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 21,857 | 336,618 | SH | SOLE | 336,618 | 0 | 0 | ||
| SYNCHRONY FINL | COM | 87165B103 | 16,811 | 493,130 | SH | SOLE | 493,130 | 0 | 0 | ||