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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
L BRANDS INC COM 501797104 220,095 3,110,000 SH   SOLE   3,110,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 75,179 625,657 SH   SOLE   625,657 0 0
SIGNET JEWELERS LIMITED SHS G81276100 337,248 4,525,000 SH   SOLE   4,525,000 0 0
CARMAX INC COM 143130102 56,255 1,054,456 SH   SOLE   1,054,456 0 0
CREDIT ACCEP CORP MICH COM 225310101 228,818 1,138,000 SH   SOLE   1,138,000 0 0