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
AERCAP HOLDINGS NV SHS N00985106 9,884 241,416 SH   SOLE   241,416 0 0
AGNC INVT CORP COM 00123Q104 2,974 268,663 SH   SOLE   268,663 0 0
AIR LEASE CORP CL A 00912X302 24,219 724,477 SH   SOLE   724,477 0 0
BLACK KNIGHT INC COM 09215C105 14,696 224,741 SH   SOLE   224,741 0 0
BTRS HOLDINGS INC COM CL 1 11778X104 725 145,628 SH   SOLE   145,628 0 0
DISCOVER FINL SVCS COM 254709108 19,044 201,349 SH   SOLE   201,349 0 0
DOMA HOLDINGS INC COMMON STOCK 25703A104 701 680,615 SH   SOLE   680,615 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 3,286 119,358 SH   SOLE   119,358 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 19,849 216,526 SH   SOLE   216,526 0 0
LENDINGTREE INC NEW COM 52603B107 3,618 82,565 SH   SOLE   82,565 0 0
LOANDEPOT INC COM CL A 53946R106 379 263,182 SH   SOLE   263,182 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,595 62,113 SH   SOLE   62,113 0 0
OPORTUN FINL CORP COM 68376D104 512 61,903 SH   SOLE   61,903 0 0
PAYPAL HLDGS INC COM 70450Y103 8,554 122,478 SH   SOLE   122,478 0 0
REDFIN CORP COM 75737F108 6,184 750,546 SH   SOLE   750,546 0 0
ROOT INC COM CL A 77664L108 698 586,962 SH   SOLE   586,962 0 0
SYNCHRONY FINANCIAL COM 87165B103 4,335 156,952 SH   SOLE   156,952 0 0
UMH PPTYS INC COM 903002103 448 25,362 SH   SOLE   25,362 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,727 274,880 SH   SOLE   274,880 0 0