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 2,611,430 27,570 SH SOLE 27,570 0 0
CNX RES CORP COM 12653C108 7,893,046 242,341 SH SOLE 242,341 0 0
ENCORE CAP GROUP INC COM 292554102 321,436 6,800 SH SOLE 6,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,674,759 59,213 SH SOLE 59,213 0 0
GREEN BRICK PARTNERS INC COM 392709101 10,219,507 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 911,299 74,210 SH SOLE 74,210 0 0
HINGHAM INSTN SVGS MASS COM 433323102 7,708,061 31,680 SH SOLE 31,680 0 0
INVESTORS TITLE CO NC COM 461804106 746,850 3,250 SH SOLE 3,250 0 0
NETFLIX INC COM 64110L106 23,210,151 32,724 SH SOLE 32,724 0 0
PRA GROUP INC COM 69354N106 212,420 9,500 SH SOLE 9,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 34,500,849 763,631 SH SOLE 763,631 0 0
WAYFAIR INC CL A 94419L101 27,791,347 494,684 SH SOLE 494,684 0 0