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 |
COMCAST CORP NEW | CL A | 20030N101 | 16,995 | 16,995 | SH | SOLE | 16,995 | 0 | 0 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 29,727 | 29,727 | SH | SOLE | 29,727 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 14,467 | 14,467 | SH | SOLE | 14,467 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 30,799 | 30,799 | SH | SOLE | 30,799 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 27,087 | 27,087 | SH | SOLE | 27,087 | 0 | 0 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 8,212 | 8,212 | SH | SOLE | 8,212 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 9,886 | 9,886 | SH | SOLE | 9,886 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 14,865 | 14,865 | SH | SOLE | 14,865 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 25,849 | 25,849 | SH | SOLE | 25,849 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 15,198 | 15,198 | SH | SOLE | 15,198 | 0 | 0 | ||
AON PLC | SHS CL A | G0403H108 | 21,035 | 21,035 | SH | SOLE | 21,035 | 0 | 0 |