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 |
| ALLEGIANT TRAVEL CO | COM | 01748X102 | 5,582 | 51,116 | SH | SOLE | 51,116 | 0 | 0 | ||
| BK OF AMERICA CORP | COM | 060505104 | 1,182 | 49,768 | SH | SOLE | 49,768 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 3,130 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 4,478 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 17,912 | 42,749 | SH | SOLE | 42,749 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 2,594 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 7,531 | 169,881 | SH | SOLE | 169,881 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 4,531 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| KORN FERRY | COM NEW | 500643200 | 3,470 | 112,904 | SH | SOLE | 112,904 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 8,875 | 197,785 | SH | SOLE | 197,785 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 8,285 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| STIFEL FINL CORP | COM | 860630102 | 6,796 | 143,275 | SH | SOLE | 143,275 | 0 | 0 | ||