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 | 60,164 | 919,650 | SH | SOLE | 919,650 | 0 | 0 | ||
| Alliance Data Systems Corp | COM | 018581108 | 26,002 | 390,594 | SH | SOLE | 390,594 | 0 | 0 | ||
| Charter Communications Inc N | CL A | 16119P108 | 55,446 | 85,044 | SH | SOLE | 85,044 | 0 | 0 | ||
| Credit Acceptance Corp Mich | COM | 225310101 | 105,778 | 153,818 | SH | SOLE | 153,818 | 0 | 0 | ||
| Simon PPTY Group Inc New | COM | 828806109 | 24,366 | 152,509 | SH | SOLE | 152,509 | 0 | 0 | ||
| T-Mobile US Inc | COM | 872590104 | 25,266 | 217,850 | SH | SOLE | 217,850 | 0 | 0 | ||
| World Acceptance Corporation | COM | 981419104 | 43,333 | 176,560 | SH | SOLE | 176,560 | 0 | 0 | ||