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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 2,638,449 27,570 SH SOLE 27,570 0 0
CNX RES CORP COM 12653C108 8,886,644 242,341 SH SOLE 242,341 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,324,218 59,213 SH SOLE 59,213 0 0
GREEN BRICK PARTNERS INC COM 392709101 6,912,116 122,360 SH SOLE 122,360 0 0
HEARTLAND EXPRESS INC COM 422347104 965,335 86,037 SH SOLE 86,037 0 0
HINGHAM INSTN SVGS MASS COM 433323102 8,051,155 31,680 SH SOLE 31,680 0 0
NETFLIX INC COM 64110L106 29,167,556 32,724 SH SOLE 32,724 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 33,286,675 763,631 SH SOLE 763,631 0 0
WAYFAIR INC CL A 94419L101 21,924,395 494,684 SH SOLE 494,684 0 0