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 2,049,002 27,570 SH SOLE 27,570 0 0
CNX RES CORP COM 12653C108 4,846,820 242,341 SH SOLE 242,341 0 0
ENCORE CAP GROUP INC COM 292554102 345,100 6,800 SH SOLE 6,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,021,047 59,213 SH SOLE 59,213 0 0
GREEN BRICK PARTNERS INC COM 392709101 6,355,378 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 329,549 23,110 SH SOLE 23,110 0 0
HINGHAM INSTN SVGS MASS COM 433323102 3,651,804 18,785 SH SOLE 18,785 0 0
INVESTORS TITLE CO NC COM 461804106 526,955 3,250 SH SOLE 3,250 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 393,461 6,825 SH SOLE 6,825 0 0
NETFLIX INC COM 64110L106 74,419,608 152,850 SH SOLE 152,850 0 0
PRA GROUP INC COM 69354N106 248,900 9,500 SH SOLE 9,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 42,004,399 314,970 SH SOLE 314,970 0 0
WAYFAIR INC CL A 94419L101 31,506,858 510,646 SH SOLE 510,646 0 0