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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
AON PLC SHS CL A G0408V102 88,610 1,000,000 SH   SOLE   1,000,000 0 0
CARMAX INC COM 143130102 107,033 1,804,331 SH   SOLE   1,804,331 0 0
CREDIT ACCEP CORP MICH COM 225310101 104,095 528,749 SH   SOLE   528,749 0 0
GENERAL DYNAMICS CORP COM 369550108 75,459 547,000 SH   SOLE   547,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 110,064 2,788,553 SH   SOLE   2,788,553 0 0
L BRANDS INC COM 501797104 238,935 2,651,000 SH   SOLE   2,651,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 66,520 625,657 SH   SOLE   625,657 0 0
SIGNET JEWELERS LIMITED SHS G81276100 120,475 885,000 SH   SOLE   885,000 0 0