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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
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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 A 02079K305   516,376,003 2,124,130 SH   SOLE   2,124,130 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   526,910,019 2,155,492 SH   SOLE   2,155,492 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   36,459,500 275,000 SH   SOLE   275,000 0 0
COUPANG INC CL A 22266T109   419,178,441 13,017,964 SH   SOLE   13,017,964 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   106,491,133 6,205,777 SH   SOLE   6,205,777 0 0
LITHIA MTRS INC COM 536797103   787,008,744 2,490,534 SH   SOLE   2,490,534 0 0
LOAR HOLDINGS INC COM SHS 53947R105   2,564,019,200 32,050,240 SH   SOLE   32,050,240 0 0
META PLATFORMS INC CL A 30303M102   289,900,177 394,755 SH   SOLE   394,755 0 0
NUVATION BIO INC COM CL A 67080N101   14,102,598 3,811,513 SH   SOLE   3,811,513 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   492,929,595 5,845,246 SH   SOLE   5,845,246 0 0
U HAUL HOLDING COMPANY COM 023586100   2,077,405 36,401 SH   SOLE   36,401 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   165,499,772 3,251,469 SH   SOLE   0 0 3,251,469
WILLIS TOWERS WATSON PLC LTD SHS G96629103   248,993,106 720,779 SH   SOLE   720,779 0 0