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

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

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
ACXIOM HOLDINGS INC COM 005125109 121,302 2,455,000 SH   SOLE   2,455,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 350,456 800,000 SH   SOLE   800,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 12,716 229,899 SH   SOLE   229,899 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 83,575 625,657 SH   SOLE   625,657 0 0
UNITEDHEALTH GROUP INC COM 91324P102 222,675 837,000 SH   SOLE   837,000 0 0