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
COMCAST CORP NEW CL A 20030N101 16,995 16,995 SH   SOLE   16,995 0 0
FIRST AMERN FINL CORP COM 31847R102 29,727 29,727 SH   SOLE   29,727 0 0
HCA HEALTHCARE INC COM 40412C101 14,467 14,467 SH   SOLE   14,467 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 30,799 30,799 SH   SOLE   30,799 0 0
VALVOLINE INC COM 92047W101 27,087 27,087 SH   SOLE   27,087 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 8,212 8,212 SH   SOLE   8,212 0 0
AERCAP HOLDINGS NV SHS N00985106 9,886 9,886 SH   SOLE   9,886 0 0
DOLLAR TREE INC COM 256746108 14,865 14,865 SH   SOLE   14,865 0 0
FISERV INC COM 337738108 25,849 25,849 SH   SOLE   25,849 0 0
INSPERITY INC COM 45778Q107 15,198 15,198 SH   SOLE   15,198 0 0
AON PLC SHS CL A G0403H108 21,035 21,035 SH   SOLE   21,035 0 0