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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   19,096,015 135,500 SH   SOLE   135,500 0 0
ARCH CAP GROUP LTD ORD G0450A105   19,615,153 264,106 SH   SOLE   264,106 0 0
BEACON ROOFING SUPPLY INC COM 073685109   18,013,140 207,000 SH   SOLE   207,000 0 0
CAMECO CORP COM 13321L108   9,009,279 209,032 SH   SOLE   209,032 0 0
CBRE GROUP INC CL A 12504L109   7,735,779 83,100 SH   SOLE   83,100 0 0
CEVA INC COM 157210105   3,231,451 142,292 SH   SOLE   142,292 0 0
CF INDS HLDGS INC COM 125269100   1,649,625 20,750 SH   SOLE   20,750 0 0
COPART INC COM 217204106   17,845,212 364,188 SH   SOLE   364,188 0 0
ESAB CORPORATION COM 29605J106   3,191,601 36,846 SH   SOLE   36,846 0 0
FISERV INC COM 337738108   12,099,466 91,083 SH   SOLE   91,083 0 0
FOX CORP CL B COM 35137L204   2,274,931 82,276 SH   SOLE   82,276 0 0
HF SINCLAIR CORP COM 403949100   12,032,461 216,528 SH   SOLE   216,528 0 0
LL FLOORING HOLDINGS INC COM 55003T107   542,404 139,078 SH   SOLE   139,078 0 0
META PLATFORMS INC CL A 30303M102   11,561,749 32,664 SH   SOLE   32,664 0 0
NASDAQ INC COM 631103108   3,665,087 63,039 SH   SOLE   63,039 0 0
NU SKIN ENTERPRISES INC CL A 67018T105   1,549,930 79,811 SH   SOLE   79,811 0 0
NUTRIEN LTD COM 67077M108   3,379,800 60,000 SH   SOLE   60,000 0 0
ONEOK INC NEW COM 682680103   10,252,401 146,004 SH   SOLE   146,004 0 0
PAYPAL HLDGS INC COM 70450Y103   4,304,780 70,099 SH   SOLE   70,099 0 0
QORVO INC COM 74736K101   6,619,779 58,785 SH   SOLE   58,785 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   2,481,860 86,748 SH   SOLE   86,748 0 0
SYNOPSYS INC COM 871607107   16,837,557 32,700 SH   SOLE   32,700 0 0
TEMPUR SEALY INTL INC COM 88023U101   22,417,931 439,826 SH   SOLE   439,826 0 0
WILLIAMS COS INC COM 969457100   18,665,710 535,909 SH   SOLE   535,909 0 0