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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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
AERCAP HOLDINGS NV SHS N00985106   1,441,410 23,000 SH   SOLE   23,000 0 0
ALLY FINANCIAL INC COM 02005N100   266,800 10,000 SH   SOLE   10,000 0 0
ALPHABET INC. CMN CLASS C COM 02079K107   1,213,020 9,200 SH   SOLE   9,200 0 0
AMAZON.COM INC CMN COM 023135106   34,576,640 272,000 SH   SOLE   272,000 0 0
AMERIPRISE FINANCIAL INC COM 03076C106   329,680 1,000 SH   SOLE   1,000 0 0
AMPLIFY ENERGY CORP. CMN COM 03212B103   73,500 10,000 SH   SOLE   10,000 0 0
APPLE INC. CMN COM 037833100   5,821,140 34,000 SH   SOLE   34,000 0 0
ARC DOCUMENT SOLUTIONS INC CMN COM 00191G103   1,900,931 597,777 SH   SOLE   597,777 0 0
ARLINGTON ASSET INVESTMENT-A CL A NEW 041356205   428,000 100,000 SH   SOLE   100,000 0 0
AVROBIO INC COM 05455M100   246,400 160,000 SH   SOLE   160,000 0 0
BANCO BILBAO VIZCAYA-SP ADR SPONSORED ADR 05946K101   402,500 50,000 SH   SOLE   50,000 0 0
BIOHAVEN LTD COM G1110E107   342,032 13,150 SH   SOLE   13,150 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   342,000 10,000 SH   SOLE   10,000 0 0
BRIGHTHOUSE FINANCIAL, INC. CMN COM 10922N103   2,187,618 44,700 SH   SOLE   44,700 0 0
BROADCOM INC. CMN COM 11135F101   1,245,870 1,500 SH   SOLE   1,500 0 0
CANADIAN NATURAL RESOURCES CMN COM 136385101   16,468,151 254,649 SH   SOLE   254,649 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105   824,925 8,500 SH   SOLE   8,500 0 0
CAPRI HOLDINGS LTD SHS G1890L107   289,355 5,500 SH   SOLE   5,500 0 0
CENOVUS ENERGY INC. CMN COM 15135U109   10,113,024 485,736 SH   SOLE   485,736 0 0
CNFINANCE HOLDINGS LIMITED SPONSORED ADR CMN COM 18979T105   227,764 60,255 SH   SOLE   60,255 0 0
CONSOL ENERGY INC. CMN COM 20854L108   3,147,300 30,000 SH   SOLE   30,000 0 0
CONTAINER STORE GROUP INC/TH COM 210751103   191,580 60,000 SH   SOLE   60,000 0 0
COREBRIDGE FINANCIAL, INC. CMN COM 21871X109   2,370,000 120,000 SH   SOLE   120,000 0 0
DELEK US HOLDINGS INC CMN COM 24665A103   284,100 10,000 SH   SOLE   10,000 0 0
DELL TECHNOLOGIES -C CL C 24703L202   311,773 4,525 SH   SOLE   4,525 0 0
DIAMOND HILL INVESTMENT GROUP CMN COM 25264R207   4,448,225 26,388 SH   SOLE   26,388 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   710,366 8,200 SH   SOLE   8,200 0 0
ENERGY TRANSFER LP CMN COM 29273V100   420,900 30,000 SH   SOLE   30,000 0 0
ENLIVEN THERAPEUTICS INC COM 29337E102   368,902 27,006 SH   SOLE   27,006 0 0
EQT CORPORATION CMN COM 26884L109   1,826,100 45,000 SH   SOLE   45,000 0 0
FRESH TRACKS THERAPEUTICS IN COM NEW 10802T204   286,150 295,000 SH   SOLE   295,000 0 0
GARRETT MOTION INC COM 366505105   1,401,545 177,861 SH   SOLE   177,861 0 0
GENERAL MOTORS COMPANY CMN COM 37045V100   1,978,200 60,000 SH   SOLE   60,000 0 0
GREEN BRICK PARTNERS, INC. CMN COM 392709101   37,962,099 914,529 SH   SOLE   914,529 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   850,140 6,000 SH   SOLE   6,000 0 0
JPMORGAN CHASE & CO CMN COM 46625H100   725,100 5,000 SH   SOLE   5,000 0 0
KENVUE INC COM 49177J102   889,544 44,300 SH   SOLE   44,300 0 0
LAUREATE EDUCATION INC-A COMMON STOCK 518613203   493,500 35,000 SH   SOLE   35,000 0 0
LEE ENTERPRISES, INCORPORATED CMN COM 523768406   1,897,287 177,151 SH   SOLE   177,151 0 0
LOWES COMPANIES INC CMN COM 548661107   8,313,600 40,000 SH   SOLE   40,000 0 0
LUFAX HOLDING LTD-ADR ADS REP SHS CL A 54975P102   121,900 115,000 SH   SOLE   115,000 0 0
META PLATFORMS INC-CLASS A CMN CLASS A COM 30303M102   1,230,861 4,100 SH   SOLE   4,100 0 0
MICRON TECHNOLOGY, INC. CMN COM 595112103   680,300 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORPORATION CMN COM 594918104   56,519,250 179,000 SH   SOLE   179,000 0 0
NVIDIA CORPORATION CMN COM 67066G104   1,261,471 2,900 SH   SOLE   2,900 0 0
ONEMAIN HOLDINGS INC COM 68268W103   280,630 7,000 SH   SOLE   7,000 0 0
PETROLEO BRASILEIRO S A PETROBRAS SPONSORED ADR CMN COM 71654V408   5,388,150 365,000 SH   SOLE   365,000 0 0
SEQUANS COMMUNICATIONS-ADR SPONSORED ADS 817323207   198,242 70,050 SH   SOLE   70,050 0 0
SERITAGE GROWTH PROP- A REIT CL A 81752R100   387,000 50,000 SH   SOLE   50,000 0 0
SHELL PLC SPONSORED ADR CMN COM 780259305   6,438,000 100,000 SH   SOLE   100,000 0 0
SLM CORP COM 78442P106   626,520 46,000 SH   SOLE   46,000 0 0
SNOWFLAKE INC. CMN CLASS A COM 833445109   1,191,606 7,800 SH   SOLE   7,800 0 0
STIFEL FINANCIAL CORP CMN COM 860630102   614,400 10,000 SH   SOLE   10,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   580,830 19,000 SH   SOLE   19,000 0 0
THE HOME DEPOT, INC. CMN COM 437076102   5,559,744 18,400 SH   SOLE   18,400 0 0
TURKCELL ILETISIM HIZMET-ADR SPON ADR NEW 900111204   82,775 17,500 SH   SOLE   17,500 0 0
UBS GROUP AG CMN COM H42097107   1,294,472 52,500 SH   SOLE   52,500 0 0
VALARIS LIMITED CMN COM G9460G101   15,416,713 205,611 SH   SOLE   205,611 0 0
VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF ETF ETF 922908769   212,410 1,000 SH   SOLE   1,000 0 0
VANGUARD S&P 500 ETF ETF 922908363   199,931,817 509,121 SH   SOLE   509,121 0 0
VIAD CORP CMN COM 92552R406   5,272,488 201,240 SH   SOLE   201,240 0 0
VIEMED HEALTHCARE INC COM 92663R105   292,415 43,578 SH   SOLE   43,578 0 0
VMWARE INC-CLASS A CL A COM 928563402   331,795 1,993 SH   SOLE   1,993 0 0
XPEL INC COM 98379L100   570,074 7,393 SH   SOLE   7,393 0 0
XPO INC CMN COM 983793100   447,960 6,000 SH   SOLE   6,000 0 0