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 53,577 1,066,000 SH   SOLE   1,066,000 0 0
APPLIED MATLS INC COM 038222105 68,004 788,000 SH   SOLE   788,000 0 0
CONCENTRIX CORP COM 20602D101 92,482 937,000 SH   SOLE   937,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 59,155 170,900 SH   SOLE   170,900 0 0
GENERAL DYNAMICS CORP COM 369550108 58,784 395,000 SH   SOLE   395,000 0 0
HCA HEALTHCARE INC COM 40412C101 170,709 1,038,000 SH   SOLE   1,038,000 0 0
MEDNAX INC COM 58502B106 4,434 180,676 SH   SOLE   180,676 0 0
PROGRESSIVE CORP COM 743315103 91,068 921,000 SH   SOLE   921,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 45,269 273,000 SH   SOLE   273,000 0 0
SYNNEX CORP COM 87162W100 170,210 2,090,000 SH   SOLE   2,090,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 71,889 205,000 SH   SOLE   205,000 0 0