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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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106   19,180,357 258,078 SH   SOLE   258,078 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   8,477,010 257,347 SH   SOLE   257,347 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   30,563,463 78,634 SH   SOLE   78,634 0 0
CREDIT ACCEP CORP MICH COM 225310101   62,347,523 117,034 SH   SOLE   117,034 0 0
KKR & CO INC COM 48251W104   2,997,099 36,175 SH   SOLE   36,175 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   32,337,800 242,485 SH   SOLE   242,485 0 0
T-MOBILE US INC COM 872590104   13,450,244 83,891 SH   SOLE   83,891 0 0