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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 42,185 2,298,935 SH   SOLE   2,298,935 0 0
CREDIT ACCEP CORP MICH COM 225310101 66,991 262,000 SH   SOLE   262,000 0 0
HCA HEALTHCARE INC COM 40412C101 41,946 466,850 SH   SOLE   466,850 0 0
PIONEER NAT RES CO COM 723787107 32,059 457,000 SH   SOLE   457,000 0 0
QURATE RETAIL INC COM SER A 74915M100 27,040 4,429,098 SH   SOLE   4,429,098 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 44,199 296,000 SH   SOLE   296,000 0 0
TRITON INTL LTD CL A G9078F107 4,527 175,000 SH   SOLE   175,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 83,542 335,000 SH   SOLE   335,000 0 0