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 | 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 |