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

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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
CARMAX INC COM 143130102 67,896 1,054,456 SH   SOLE   1,054,456 0 0
CREDIT ACCEP CORP MICH COM 225310101 247,526 1,138,000 SH   SOLE   1,138,000 0 0
L BRANDS INC COM 501797104 198,903 3,021,000 SH   SOLE   3,021,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 85,227 625,657 SH   SOLE   625,657 0 0
SIGNET JEWELERS LIMITED SHS G81276100 372,798 3,955,000 SH   SOLE   3,955,000 0 0