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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 1,727,812 27,570 SH SOLE 27,570 0 0
CNX RES CORP COM 12653C108 5,472,060 242,341 SH SOLE 242,341 0 0
ENCORE CAP GROUP INC COM 292554102 324,768 6,800 SH SOLE 6,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,445,497 59,213 SH SOLE 59,213 0 0
GREEN BRICK PARTNERS INC COM 392709101 5,079,164 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 339,486 23,110 SH SOLE 23,110 0 0
HINGHAM INSTN SVGS MASS COM 433323102 2,919,650 15,634 SH SOLE 15,634 0 0
INVESTORS TITLE CO NC COM 461804106 325,798 2,200 SH SOLE 2,200 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 342,274 6,825 SH SOLE 6,825 0 0
NETFLIX INC COM 64110L106 57,757,696 152,960 SH SOLE 152,960 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 30,659,062 315,390 SH SOLE 315,390 0 0
WAYFAIR INC CL A 94419L101 30,928,253 510,620 SH SOLE 510,620 0 0