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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
Estimated average burden
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
AERCAP HOLDINGS NV SHS N00985106 1,550,261 27,570 SH SOLE 27,570 0 0
CNX RES CORP COM 12653C108 3,734,118 233,091 SH SOLE 233,091 0 0
ENCORE CAP GROUP INC COM 292554102 343,060 6,800 SH SOLE 6,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,068,310 59,213 SH SOLE 59,213 0 0
GREEN BRICK PARTNERS INC COM 392709101 4,289,942 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 367,911 23,110 SH SOLE 23,110 0 0
HINGHAM INSTN SVGS MASS COM 433323102 2,459,057 10,534 SH SOLE 10,534 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 386,158 6,825 SH SOLE 6,825 0 0
NETFLIX INC COM 64110L106 53,853,422 155,880 SH SOLE 155,880 0 0
PRA GROUP INC COM 69354N106 370,120 9,500 SH SOLE 9,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 33,805,982 358,532 SH SOLE 358,532 0 0
WAYFAIR INC CL A 94419L101 17,534,691 510,620 SH SOLE 510,620 0 0