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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APOLLO GLOBAL MGMT INC COM 03769M106   14,857,821 235,241 SH   SOLE   235,241 0 0
BANK AMERICA CORP COM 060505104   9,026,303 315,605 SH   SOLE   315,605 0 0
CAPITAL ONE FINL CORP COM 14040H105   11,963,169 124,409 SH   SOLE   124,409 0 0
CARDLYTICS INC COM 14161W105   1,166,074 343,061 SH   SOLE   343,061 0 0
CARVANA CO CL A 146869102   1,954,045 199,596 SH   SOLE   199,596 0 0
ENVESTNET INC COM 29404K106   6,571,744 112,012 SH   SOLE   112,012 0 0
HILTON GRAND VACATIONS INC COM 43283X105   13,890,817 312,645 SH   SOLE   312,645 0 0
MARKEL CORP COM 570535104   6,517,346 5,102 SH   SOLE   5,102 0 0
ONEMAIN HLDGS INC COM 68268W103   15,095,453 407,105 SH   SOLE   407,105 0 0
PENNYMAC FINL SVCS INC NEW PUT 70932M957   1,788,300 30,000 SH Put SOLE   30,000 0 0
PROGRESSIVE CORP COM 743315103   16,710,695 116,809 SH   SOLE   116,809 0 0
RAYMOND JAMES FINL INC COM 754730109   14,295,492 153,270 SH   SOLE   153,270 0 0