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
CARVANA CO CL A 146869102 104,000 2,500,000 SH   SOLE   2,500,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 14,808 229,899 SH   SOLE   229,899 0 0
UNITEDHEALTH GROUP INC COM 91324P102 205,350 837,000 SH   SOLE   837,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 75,279 625,657 SH   SOLE   625,657 0 0
CREDIT ACCEP CORP MICH COM 225310101 328,662 930,000 SH   SOLE   930,000 0 0