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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 2,569,524 27,570 SH SOLE 27,570 0 0
CNX RES CORP COM 12653C108 5,888,886 242,341 SH SOLE 242,341 0 0
ENCORE CAP GROUP INC COM 292554102 283,764 6,800 SH SOLE 6,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,926,306 59,213 SH SOLE 59,213 0 0
GREEN BRICK PARTNERS INC COM 392709101 7,003,886 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 915,009 74,210 SH SOLE 74,210 0 0
HINGHAM INSTN SVGS MASS COM 433323102 4,805,969 26,867 SH SOLE 26,867 0 0
INVESTORS TITLE CO NC COM 461804106 585,422 3,250 SH SOLE 3,250 0 0
NETFLIX INC COM 64110L106 96,170,400 142,500 SH SOLE 142,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 30,656,323 263,280 SH SOLE 263,280 0 0
WAYFAIR INC CL A 94419L101 26,144,272 495,814 SH SOLE 495,814 0 0