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
ALIGHT INC COM CL A 01626W101   1,295,000 175,000 SH   SOLE   175,000 0 0
ALPHABET INC CAP STK CL C 02079K107   19,310,445 115,500 SH   SOLE   115,500 0 0
ARCH CAP GROUP LTD ORD G0450A105   22,611,619 202,106 SH   SOLE   202,106 0 0
BEACON ROOFING SUPPLY INC COM 073685109   14,522,746 168,029 SH   SOLE   168,029 0 0
CAMECO CORP COM 13321L108   5,740,752 120,200 SH   SOLE   120,200 0 0
CBRE GROUP INC CL A 12504L109   7,929,376 63,700 SH   SOLE   63,700 0 0
CEVA INC COM 157210105   3,436,352 142,292 SH   SOLE   142,292 0 0
CF INDS HLDGS INC COM 125269100   1,780,350 20,750 SH   SOLE   20,750 0 0
COPART INC COM 217204106   19,083,451 364,188 SH   SOLE   364,188 0 0
ESAB CORPORATION COM 29605J106   3,917,098 36,846 SH   SOLE   36,846 0 0
FISERV INC COM 337738108   11,605,390 64,600 SH   SOLE   64,600 0 0
FLUTTER ENTMT PLC SHS G3643J108   11,868,034 50,017 SH   SOLE   50,017 0 0
FOX CORP CL B COM 35137L204   4,268,000 110,000 SH   SOLE   110,000 0 0
GRAYSCALE ETHEREUM MINI TR E COM UNIT 38964R104   784,809 321,643 SH   SOLE   321,643 0 0
GRAYSCALE ETHEREUM TR ETH SHS 389638107   7,040,765 321,643 SH   SOLE   321,643 0 0
HF SINCLAIR CORP COM 403949100   9,650,653 216,528 SH   SOLE   216,528 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   5,732,091 188,246 SH   SOLE   188,246 0 0
META PLATFORMS INC CL A 30303M102   11,256,460 19,664 SH   SOLE   19,664 0 0
NASDAQ INC COM 631103108   4,602,477 63,039 SH   SOLE   63,039 0 0
NU SKIN ENTERPRISES INC CL A 67018T105   228,912 31,060 SH   SOLE   31,060 0 0
NUTRIEN LTD COM 67077M108   1,489,860 31,000 SH   SOLE   31,000 0 0
ONEOK INC NEW COM 682680103   10,753,158 117,998 SH   SOLE   117,998 0 0
PAYPAL HLDGS INC COM 70450Y103   8,458,374 108,399 SH   SOLE   108,399 0 0
QORVO INC COM 74736K101   6,072,491 58,785 SH   SOLE   58,785 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   4,045,017 162,255 SH   SOLE   162,255 0 0
RINGCENTRAL INC CL A 76680R206   3,953,750 125,000 SH   SOLE   125,000 0 0
SYNOPSYS INC COM 871607107   13,520,613 26,700 SH   SOLE   26,700 0 0
TEMPUR SEALY INTL INC COM 88023U101   24,014,500 439,826 SH   SOLE   439,826 0 0
WILLIAMS COS INC COM 969457100   19,852,363 434,882 SH   SOLE   434,882 0 0