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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

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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
CARVANA CO CL A 146869102 146,621 2,525,331 SH   SOLE   2,525,331 0 0
CREDIT ACCEP CORP MICH COM 225310101 48,808 108,000 SH   SOLE   108,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 59,904 1,130,482 SH   SOLE   1,130,482 0 0
WORLD ACCEP CORP DEL COM 981419104 79,353 677,479 SH   SOLE   677,479 0 0