The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
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hours per response: 23.8
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
BANK OZK LITTLE ROCK ARK COM 06417N103 2,301,232 44,178 SH SOLE 2,301,232 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103 22,970,752 440,982 SH DFND 1 440,982 0 0
BANK7 CORP COM 06652N107 1,282,196 26,194 SH SOLE 1,282,196 0 0
BANK7 CORP COM 06652N107 11,209,697 229,003 SH DFND 1 229,003 0 0
BOOKING HOLDINGS INC COM 09857L108 1,318,263 7,396 SH SOLE 1,318,263 0 0
BOOKING HOLDINGS INC COM 09857L108 13,102,066 73,508 SH DFND 1 73,508 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,625,701 20,180 SH SOLE 1,625,701 0 0
CAL MAINE FOODS INC COM NEW 128030202 16,221,884 201,364 SH DFND 1 201,364 0 0
CREDIT ACCEP CORP MICH COM 225310101 2,070,041 3,251 SH SOLE 1,800,041 0 0
CREDIT ACCEP CORP MICH COM 225310101 20,589,625 32,336 SH DFND 1 32,336 0 0
MALIBU BOATS INC COM CL A 56117J100 1,275,412 46,497 SH SOLE 1,275,415 0 0
MALIBU BOATS INC COM CL A 56117J100 12,555,068 457,713 SH DFND 1 457,713 0 0
PATRICK INDS INC COM 703343103 28,191 314 SH SOLE 28,191 0 0
PATRICK INDS INC COM 703343103 281,640 3,137 SH DFND 1 3,137 0 0
SEABOARD CORP DEL COM 811543107 1,312,513 294 SH SOLE 1,312,513 0 0
SEABOARD CORP DEL COM 811543107 13,009,058 2,914 SH DFND 1 2,914 0 0
SYNCHRONY FINANCIAL COM 87165B103 329,220 4,329 SH SOLE 329,220 0 0
SYNCHRONY FINANCIAL COM 87165B103 6,056,090 79,633 SH DFND 1 79,633 0 0