The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
VALVOLINE INC COM 92047W101 21,754 834,460 SH   SOLE   834,460 0 0
FIRST AMERN FINL CORP COM 31847R102 27,010 476,782 SH   SOLE   476,782 0 0
AERCAP HOLDINGS NV SHS N00985106 22,713 386,673 SH   SOLE   386,673 0 0
COMCAST CORP NEW CL A 20030N101 16,128 298,061 SH   SOLE   298,061 0 0
INSPERITY INC COM 45778Q107 11,900 142,108 SH   SOLE   142,108 0 0
AON PLC SHS CL A G0403H108 16,775 72,900 SH   SOLE   72,900 0 0
HCA HEALTHCARE INC COM 40412C101 13,180 69,979 SH   SOLE   69,979 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 8,171 35,700 SH   SOLE   35,700 0 0
PROGRESSIVE CORP COM 743315103 19,332 202,200 SH   SOLE   202,200 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 20,455 136,233 SH   SOLE   136,233 0 0
FISERV INC COM 337738108 13,355 112,193 SH   SOLE   112,193 0 0