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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   534,125 3,790 SH   SOLE   3,790 0 0
ALPHABET INC CAP STK CL A 02079K305   3,053,344 21,858 SH   SOLE   21,858 0 0
AMAZON COM INC COM 023135106   410,238 2,700 SH   SOLE   2,700 0 0
ANTERO MIDSTREAM CORP COM 03676B102   27,882,508 2,225,260 SH   SOLE   2,225,260 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   419,664,484 4,503,321 SH   SOLE   4,503,321 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   62,624,224 278,367 SH   SOLE   278,367 0 0
AUTONATION INC COM 05329W102   18,387,288 122,435 SH   SOLE   122,435 0 0
BANK AMERICA CORP COM 060505104   758,652 22,532 SH   SOLE   22,532 0 0
COMCAST CORP NEW CL A 20030N101   1,363,472 31,094 SH   SOLE   31,094 0 0
D R HORTON INC COM 23331A109   116,623,069 767,358 SH   SOLE   767,358 0 0
DISCOVER FINL SVCS COM 254709108   295,967,971 2,633,167 SH   SOLE   2,633,167 0 0
ELEVANCE HEALTH INC COM 036752103   828,367,289 1,756,653 SH   SOLE   1,756,653 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   285,986,324 6,217,094 SH   SOLE   6,217,094 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   482,155,530 9,450,324 SH   SOLE   9,450,324 0 0
HCA HEALTHCARE INC COM 40412C101   1,048,344 3,873 SH   SOLE   3,873 0 0
JPMORGAN CHASE & CO COM 46625H100   281,712,476 1,656,158 SH   SOLE   1,656,158 0 0
KEYCORP COM 493267108   144,000 10,000 SH   SOLE   10,000 0 0
LENNAR CORP CL A 526057104   85,186,346 571,567 SH   SOLE   571,567 0 0
LITHIA MTRS INC COM 536797103   271,320,793 823,982 SH   SOLE   823,982 0 0
LOUISIANA PAC CORP COM 546347105   16,272,413 229,739 SH   SOLE   229,739 0 0
MARRIOTT INTL INC NEW CL A 571903202   269,259 1,194 SH   SOLE   1,194 0 0
MICROSOFT CORP COM 594918104   385,441 1,025 SH   SOLE   1,025 0 0
MPLX LP COM UNIT REP LTD 55336V100   624,240 17,000 SH   SOLE   17,000 0 0
ONEMAIN HLDGS INC COM 68268W103   315,706,560 6,416,800 SH   SOLE   6,416,800 0 0
PRIMERICA INC COM 74164M108   434,920,262 2,113,726 SH   SOLE   2,113,726 0 0
PROGRESSIVE CORP COM 743315103   278,103 1,746 SH   SOLE   1,746 0 0
RAYMOND JAMES FINL INC COM 754730109   238,296,239 2,137,186 SH   SOLE   2,137,186 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   870,307 6,526 SH   SOLE   6,526 0 0
UNITEDHEALTH GROUP INC COM 91324P102   321,147 610 SH   SOLE   610 0 0
WELLS FARGO CO NEW COM 949746101   258,405 5,250 SH   SOLE   5,250 0 0