The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| GENERAL DYNAMICS CORP | COM | 369550108 | 76,164 | 547,000 | SH | SOLE | 547,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 223,409 | 3,328,000 | SH | SOLE | 3,328,000 | 0 | 0 | ||
| AON PLC | SHS CL A | G0408V102 | 86,510 | 792,000 | SH | SOLE | 792,000 | 0 | 0 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 73,477 | 625,657 | SH | SOLE | 625,657 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | COM | G81276100 | 304,999 | 3,701,000 | SH | SOLE | 3,701,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 102,375 | 2,088,000 | SH | SOLE | 2,088,000 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 210,621 | 1,138,000 | SH | SOLE | 1,138,000 | 0 | 0 | ||