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   2,247,740 22,000 SH   SOLE   22,000 0 0
ALPHABET INC. CMN CLASS A COM 02079K305   3,866,000 25,000 SH   SOLE   25,000 0 0
ALPHABET INC. CMN CLASS C COM 02079K107   2,577,795 16,500 SH   SOLE   16,500 0 0
AMAZON.COM INC CMN COM 023135106   51,750,720 272,000 SH   SOLE   272,000 0 0
AMERIPRISE FINANCIAL INC COM 03076C106   254,158 525 SH   SOLE   525 0 0
APPLE INC. CMN COM 037833100   4,442,600 20,000 SH   SOLE   20,000 0 0
BANCO BILBAO VIZCAYA-SP ADR SPONSORED ADR 05946K101   694,620 51,000 SH   SOLE   51,000 0 0
BANCOLOMBIA S.A.-SPONS ADR SPON ADR PREF 05968L102   241,200 6,000 SH   SOLE   6,000 0 0
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX S-T FUT ETN CMN CLASS ETF ETF 06748M196   3,088,200 60,000 SH   SOLE   60,000 0 0
BIOHAVEN LTD COM G1110E107   316,126 13,150 SH   SOLE   13,150 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   250,400 5,000 SH   SOLE   5,000 0 0
BROADCOM INC. CMN COM 11135F101   3,013,740 18,000 SH   SOLE   18,000 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105   770,990 4,300 SH   SOLE   4,300 0 0
CERAGON NETWORKS LTD CMN COM M22013102   85,676 36,458 SH   SOLE   36,458 0 0
CHECKPOINT THERAPEUTICS INC COM NEW 162828206   666,600 165,000 SH   SOLE   165,000 0 0
CRH PUBLIC LIMITED COMPANY CMN COM G25508105   1,319,550 15,000 SH   SOLE   15,000 0 0
CROWDSTRIKE HOLDINGS, INC. CMN COM 22788C105   3,362,555 9,537 SH   SOLE   9,537 0 0
DELL TECHNOLOGIES INC. CMN COM 24703L202   2,734,500 30,000 SH   SOLE   30,000 0 0
DESKTOP METAL INC-A COM CL A 25058X303   147,300 30,000 SH   SOLE   30,000 0 0
DIAMOND HILL INVESTMENT GROUP CMN COM 25264R207   2,198,022 15,388 SH   SOLE   15,388 0 0
DIREXION SHARES ETF TRUST-DIREXION DAILY TSLA BULL 2X SHARES ETF ETF 25460G286   763,504 80,200 SH   SOLE   80,200 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   375,540 2,200 SH   SOLE   2,200 0 0
DMC GLOBAL INC COM 23291C103   168,400 20,000 SH   SOLE   20,000 0 0
ECOPETROL SA-SPONSORED ADR SPONSORED ADS 279158109   208,800 20,000 SH   SOLE   20,000 0 0
ENERGY TRANSFER LP CMN COM 29273V100   557,700 30,000 SH   SOLE   30,000 0 0
GARRETT MOTION INC COM 366505105   1,488,697 177,861 SH   SOLE   177,861 0 0
GEOPARK LTD USD SHS G38327105   121,200 15,000 SH   SOLE   15,000 0 0
GREEN BRICK PARTNERS, INC. CMN COM 392709101   25,454,064 436,530 SH   SOLE   436,530 0 0
GSK @ 42 EXP 01/15/2027 CALL 37733W204   63,000 200 SH Call SOLE   63,000 0 0
GSK PLC ADR CMN COM 37733W204   3,874,000 100,000 SH   SOLE   100,000 0 0
HPQ @ 32 EXP 12/18/2026 CALL 40434L105   54,530 190 SH Call SOLE   190 0 0
INHIBRX BIOSCIENCES INC COM 45720N103   293,077 20,949 SH   SOLE   20,949 0 0
INTC CALL 458140100   16,100 200 SH Call SOLE   200 0 0
ISHARES BITCOIN TRUST ETF ETF ETF 46438F101   11,562,070 247,000 SH   SOLE   247,000 0 0
JPMORGAN CHASE & CO CMN COM 46625H100   1,226,500 5,000 SH   SOLE   5,000 0 0
KB FINANCIAL GROUP INC-ADR SPONSORED ADR 48241A105   270,550 5,000 SH   SOLE   5,000 0 0
KOREA FUND INC, (THE) MUTUAL FUND COM 500634209   2,834,320 142,000 SH   SOLE   142,000 0 0
LAUREATE EDUCATION INC-A COMMON STOCK 518613203   715,750 35,000 SH   SOLE   35,000 0 0
LIFEWAY FOODS INC COM 531914109   672,375 27,500 SH   SOLE   27,500 0 0
LOWES COMPANIES INC CMN COM 548661107   9,049,324 38,800 SH   SOLE   38,800 0 0
LUFAX HOLDING LTD-ADR SPONSORED ADR 54975P201   1,009,455 339,884 SH   SOLE   339,884 0 0
META PLATFORMS INC-CLASS A CMN CLASS A COM 30303M102   3,169,980 5,500 SH   SOLE   5,500 0 0
MICRON TECHNOLOGY, INC. CMN COM 595112103   6,951,200 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORPORATION CMN COM 594918104   67,194,810 179,000 SH   SOLE   179,000 0 0
MICROSTRATEGY INCORPORATED CMN CLASS A COM 594972408   288,270 1,000 SH   SOLE   1,000 0 0
NET LEASE OFFICE PROPERTY COM 64110Y108   1,011,315 32,228 SH   SOLE   32,228 0 0
NETFLIX, INC. CMN COM 64110L106   7,366,987 7,900 SH   SOLE   7,900 0 0
NOAH HOLDINGS LTD-SPON ADS SPON ADS 65487X102   103,950 11,000 SH   SOLE   11,000 0 0
NVIDIA CORPORATION CMN COM 67066G104   5,310,620 49,000 SH   SOLE   49,000 0 0
ONEMAIN HOLDINGS INC COM 68268W103   229,736 4,700 SH   SOLE   4,700 0 0
PARAGON 28 INC COM 69913P105   653,000 50,000 SH   SOLE   50,000 0 0
PETROLEO BRASIL-SP PREF ADR SPONSORED ADR 71654V408   606,360 46,500 SH   SOLE   46,500 0 0
SERITAGE GROWTH PROP- A REIT CL A 81752R100   193,800 60,000 SH   SOLE   60,000 0 0
SERVICENOW INC CMN COM 81762P102   3,187,745 4,004 SH   SOLE   4,004 0 0
SLM CORP COM 78442P106   704,880 24,000 SH   SOLE   24,000 0 0
STERLING BANCORP INC/MI COM 85917W102   155,190 32,064 SH   SOLE   32,064 0 0
STIFEL FINANCIAL CORP CMN COM 860630102   942,600 10,000 SH   SOLE   10,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   847,040 16,000 SH   SOLE   16,000 0 0
THE HOME DEPOT, INC. CMN COM 437076102   3,432,179 9,365 SH   SOLE   9,365 0 0
TURKCELL ILETISIM HIZMET-ADR SPON ADR NEW 900111204   93,300 15,000 SH   SOLE   15,000 0 0
VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF ETF ON CRSPTMT ETF 922908769   274,840 1,000 SH   SOLE   1,000 0 0
VANGUARD S&P 500 ETF ETF 922908363   261,642,373 509,121 SH   SOLE   509,121 0 0
VIEMED HEALTHCARE INC. COM 92663R105   317,248 43,578 SH   SOLE   43,578 0 0
VISTRA CORP CMN COM 92840M102   9,395,200 80,000 SH   SOLE   80,000 0 0
XPEL INC COM 98379L100   440,700 15,000 SH   SOLE   15,000 0 0
XPO INC CMN COM 983793100   645,480 6,000 SH   SOLE   6,000 0 0