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 | 79,396 | 2,390,000 | SH | SOLE | 2,390,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 117,868 | 1,931,000 | SH | SOLE | 1,931,000 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 118,987 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 69,180 | 1,240,000 | SH | SOLE | 1,240,000 | 0 | 0 | ||
| LIVERAMP HLDGS INC | COM | 53815P108 | 7,697 | 160,131 | SH | SOLE | 160,131 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 102,477 | 677,000 | SH | SOLE | 677,000 | 0 | 0 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 61,746 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 132,291 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||