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 |
Alphabet Inc. | CAP STK CL C | 02079K107 | 43,968 | 20,100 | SH | SOLE | 43,968 | 0 | 0 | ||
Amazon.com, Inc. | COM | 023135106 | 40,891 | 385,000 | SH | SOLE | 40,891 | 0 | 0 | ||
AMERCO | COM | 023586100 | 37,780 | 79,000 | SH | SOLE | 37,780 | 0 | 0 | ||
Berkshire Hathaway Inc. | CL B NEW | 084670702 | 63,068 | 231,000 | SH | SOLE | 63,068 | 0 | 0 | ||
Enova International, Inc. | COM | 29357K103 | 20,462 | 710,000 | SH | SOLE | 20,462 | 0 | 0 | ||
Flagstar Bancorp, Inc. | COM | 337930705 | 10,458 | 295,000 | SH | SOLE | 10,458 | 0 | 0 | ||
GXO Logistics, Inc. | COM | 36262G101 | 3,581 | 82,750 | SH | SOLE | 3,581 | 0 | 0 | ||
IAC/InterActiveCorp | COM NEW | 44891N208 | 78,743 | 1,036,500 | SH | SOLE | 78,743 | 0 | 0 | ||
LendingClub Corporation | COM NEW | 52603A208 | 21,451 | 1,835,000 | SH | SOLE | 21,451 | 0 | 0 | ||
LGI Homes, Inc. | COM | 50187T106 | 16,511 | 190,000 | SH | SOLE | 16,511 | 0 | 0 | ||
Magnite, Inc. | COM | 55955D100 | 1,598 | 180,000 | SH | SOLE | 1,598 | 0 | 0 | ||
Meta Platforms, Inc. | CL A | 30303M102 | 39,184 | 243,000 | SH | SOLE | 39,184 | 0 | 0 | ||
News Corporation | CL A | 65249B109 | 15,736 | 1,010,000 | SH | SOLE | 15,736 | 0 | 0 | ||
Orion Engineered Carbons S.A. | COM | L72967109 | 2,795 | 180,000 | SH | SOLE | 2,795 | 0 | 0 | ||
SS&C Technologies Holdings, Inc. | COM | 78467J100 | 5,909 | 101,750 | SH | SOLE | 5,909 | 0 | 0 | ||
Tyson Foods, Inc. | CL A | 902494103 | 10,198 | 118,500 | SH | SOLE | 10,198 | 0 | 0 | ||
Walker & Dunlop, Inc. | COM | 93148P102 | 19,485 | 202,250 | SH | SOLE | 19,485 | 0 | 0 | ||
Wells Fargo & Company | COM | 949746101 | 4,700 | 120,000 | SH | SOLE | 4,700 | 0 | 0 | ||
XPO Logistics, Inc. | COM | 983793100 | 9,391 | 195,000 | SH | SOLE | 9,391 | 0 | 0 |