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 | 71,510 | 2,846,740 | SH | SOLE | 2,846,740 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 109,781 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 49,023 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 91,625 | 944,000 | SH | SOLE | 944,000 | 0 | 0 | ||
| MEDNAX INC | COM | 58502B106 | 3,090 | 180,676 | SH | SOLE | 180,676 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 94,523 | 9,949,797 | SH | SOLE | 9,949,797 | 0 | 0 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 50,625 | 296,000 | SH | SOLE | 296,000 | 0 | 0 | ||
| SYNNEX CORP | COM | 87162W100 | 83,719 | 699,000 | SH | SOLE | 699,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 88,485 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||