The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 74,281 | 2,390,000 | SH | SOLE | 2,390,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 138,722 | 2,780,000 | SH | SOLE | 2,780,000 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 163,765 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 107,958 | 1,933,000 | SH | SOLE | 1,933,000 | 0 | 0 | ||
LIVERAMP HLDGS INC | COM | 53815P108 | 86,779 | 2,020,000 | SH | SOLE | 2,020,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 188,655 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 80,282 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 160,817 | 740,000 | SH | SOLE | 740,000 | 0 | 0 |