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 | 64,538 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 59,076 | 1,935,000 | SH | SOLE | 1,935,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 75,785 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| CONCENTRIX CORP | COM | 20602D101 | 41,404 | 370,900 | SH | SOLE | 370,900 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 126,815 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 55,602 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | 33,169 | 198,796 | SH | SOLE | 198,796 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 129,485 | 598,000 | SH | SOLE | 598,000 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 54,270 | 467,000 | SH | SOLE | 467,000 | 0 | 0 | ||
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | 38,326 | 273,000 | SH | SOLE | 273,000 | 0 | 0 | ||
| SELECTQUOTE INC | COM | 816307300 | 5,775 | 7,910,794 | SH | SOLE | 7,910,794 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 42,885 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| TD SYNNEX CORPORATION | COM | 87162W100 | 176,101 | 2,169,000 | SH | SOLE | 2,169,000 | 0 | 0 | ||
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | 22,885 | 973,841 | SH | SOLE | 973,841 | 0 | 0 | ||