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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 7,334 | 45,794 | SH | SOLE | 45,794 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 22,879 | 51,724 | SH | SOLE | 51,724 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 9,574 | 201,902 | SH | SOLE | 201,902 | 0 | 0 | ||
MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 15,705 | 121,970 | SH | SOLE | 121,970 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 20,988 | 327,112 | SH | SOLE | 327,112 | 0 | 0 | ||
SYNCHRONY FINL | COM | 87165B103 | 17,213 | 477,993 | SH | SOLE | 477,993 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 4,613 | 27,658 | SH | SOLE | 27,658 | 0 | 0 |