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 | 31,302 | 547,805 | SH | SOLE | 547,805 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 105,277 | 788,000 | SH | SOLE | 788,000 | 0 | 0 | ||
| CONCENTRIX CORP | COM | 20602D101 | 140,288 | 937,000 | SH | SOLE | 937,000 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 61,563 | 170,900 | SH | SOLE | 170,900 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 71,716 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 195,497 | 1,038,000 | SH | SOLE | 1,038,000 | 0 | 0 | ||
| MEDNAX INC | COM | 58502B106 | 4,602 | 180,676 | SH | SOLE | 180,676 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 88,057 | 921,000 | SH | SOLE | 921,000 | 0 | 0 | ||
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | 43,748 | 273,000 | SH | SOLE | 273,000 | 0 | 0 | ||
| SYNNEX CORP | COM | 87162W100 | 275,616 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 76,274 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | 14,966 | 614,863 | SH | SOLE | 614,863 | 0 | 0 | ||