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
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 1,607,882 27,570 SH SOLE 27,570 0 0
CNX RES CORP COM 12653C108 2,832,336 168,191 SH SOLE 168,191 0 0
ENCORE CAP GROUP INC COM 292554102 325,992 6,800 SH SOLE 6,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,941,681 51,613 SH SOLE 51,613 0 0
GREEN BRICK PARTNERS INC COM 392709101 2,964,783 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 354,507 23,110 SH SOLE 23,110 0 0
HINGHAM INSTN SVGS MASS COM 433323102 2,180,084 7,900 SH SOLE 7,900 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 357,698 6,825 SH SOLE 6,825 0 0
NETFLIX INC COM 64110L106 57,525,190 195,080 SH SOLE 195,080 0 0
PRA GROUP INC COM 69354N106 320,910 9,500 SH SOLE 9,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 28,657,900 383,332 SH SOLE 383,332 0 0
WAYFAIR INC CL A 94419L101 16,915,985 514,320 SH SOLE 514,320 0 0