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 | 21,764 | 376,475 | SH | SOLE | 376,475 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 22,912 | 409,661 | SH | SOLE | 409,661 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 25,806 | 269,598 | SH | SOLE | 269,598 | 0 | 0 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 31,968 | 476,782 | SH | SOLE | 476,782 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 30,760 | 283,501 | SH | SOLE | 283,501 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 30,237 | 191,883 | SH | SOLE | 191,883 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 13,629 | 56,151 | SH | SOLE | 56,151 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 21,509 | 194,227 | SH | SOLE | 194,227 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 10,790 | 177,238 | SH | SOLE | 177,238 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 16,150 | 93,512 | SH | SOLE | 93,512 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 31,220 | 1,001,293 | SH | SOLE | 1,001,293 | 0 | 0 | ||