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
BK OF AMERICA CORP COM 060505104 13,960 338,688 SH   SOLE   338,688 0 0
CARDLYTICS INC COM 14161W105 12,874 234,175 SH   SOLE   234,175 0 0
CARVANA CO CL A 146869102 13,786 115,569 SH   SOLE   115,569 0 0
ENVESTNET INC COM 29404K106 19,208 258,042 SH   SOLE   258,042 0 0
ONEMAIN HLDGS INC COM 68268W103 22,329 470,980 SH   SOLE   470,980 0 0
PROGRESSIVE CORP COM 743315103 16,984 148,999 SH   SOLE   148,999 0 0
RAYMOND JAMES FINL INC COM 754730109 24,355 221,597 SH   SOLE   221,597 0 0
WELLS FARGO CO NEW COM 949746101 6,266 129,306 SH   SOLE   129,306 0 0