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 |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 72,093 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 110,939 | 705,000 | SH | SOLE | 705,000 | 0 | 0 | ||
| CONCENTRIX CORP | COM | 20602D101 | 66,250 | 370,900 | SH | SOLE | 370,900 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 73,381 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 205,022 | 798,000 | SH | SOLE | 798,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 108,764 | 598,000 | SH | SOLE | 598,000 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 102,137 | 995,000 | SH | SOLE | 995,000 | 0 | 0 | ||
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | 46,227 | 273,000 | SH | SOLE | 273,000 | 0 | 0 | ||
| SELECTQUOTE INC | COM | 816307300 | 108,720 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| TD SYNNEX CORPORATION | COM | 87162W100 | 248,047 | 2,169,000 | SH | SOLE | 2,169,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 95,407 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | 102,416 | 1,740,000 | SH | SOLE | 1,740,000 | 0 | 0 | ||