The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
COMCAST CORP NEW | CL A | 20030N101 | 15,618 | 298,061 | SH | SOLE | 298,061 | 0 | 0 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 24,616 | 476,782 | SH | SOLE | 476,782 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 15,342 | 93,289 | SH | SOLE | 93,289 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 8,567 | 211,571 | SH | SOLE | 211,571 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 13,720 | 86,633 | SH | SOLE | 86,633 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 20,094 | 868,360 | SH | SOLE | 868,360 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 42,483 | 932,054 | SH | SOLE | 932,054 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 12,774 | 112,193 | SH | SOLE | 112,193 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 18,176 | 223,234 | SH | SOLE | 223,234 | 0 | 0 | ||
AON PLC | SHS CL A | G0403H108 | 12,359 | 58,500 | SH | SOLE | 58,500 | 0 | 0 |