The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 83,531 | 2,390,000 | SH | SOLE | 2,390,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 112,500 | 2,505,000 | SH | SOLE | 2,505,000 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 195,164 | 403,373 | SH | SOLE | 403,373 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 94,497 | 1,950,000 | SH | SOLE | 1,950,000 | 0 | 0 | ||
| LIVERAMP HLDGS INC | COM | 53815P108 | 102,390 | 2,112,000 | SH | SOLE | 2,112,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 78,007 | 507,000 | SH | SOLE | 507,000 | 0 | 0 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 111,373 | 625,657 | SH | SOLE | 625,657 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 187,156 | 767,000 | SH | SOLE | 767,000 | 0 | 0 | ||