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 |
VALVOLINE INC | COM | 92047W101 | 21,754 | 834,460 | SH | SOLE | 834,460 | 0 | 0 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 27,010 | 476,782 | SH | SOLE | 476,782 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 22,713 | 386,673 | SH | SOLE | 386,673 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 16,128 | 298,061 | SH | SOLE | 298,061 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 11,900 | 142,108 | SH | SOLE | 142,108 | 0 | 0 | ||
AON PLC | SHS CL A | G0403H108 | 16,775 | 72,900 | SH | SOLE | 72,900 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 13,180 | 69,979 | SH | SOLE | 69,979 | 0 | 0 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 8,171 | 35,700 | SH | SOLE | 35,700 | 0 | 0 | ||
PROGRESSIVE CORP | COM | 743315103 | 19,332 | 202,200 | SH | SOLE | 202,200 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 20,455 | 136,233 | SH | SOLE | 136,233 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 13,355 | 112,193 | SH | SOLE | 112,193 | 0 | 0 |