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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARVANA CO COM 146869102 92,877 2,056,159 SH   SOLE   2,056,159 0 0
CIMPRESS N V COM N20146101 27,298 183,085 SH   SOLE   183,085 0 0
CREDIT ACCEP CORP MICH COM 225310101 39,421 108,000 SH   SOLE   108,000 0 0
HERBALIFE NUTRITION LTD COM G4412G101 60,684 1,130,482 SH   SOLE   1,130,482 0 0
WORLD ACCEP CORP DEL COM 981419104 67,458 602,731 SH   SOLE   602,731 0 0