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

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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
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 BBG01B079Z92 6,795,051 185,000 SH   SOLE   185,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 4,661,800 26,000 SH   SOLE   26,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 8,735,350 37,750 SH   SOLE   37,750 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 BBG00W1PPKY3 1,560,000 500,000 SH   SOLE   500,000 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 9,892,207 44,650 SH   SOLE   44,650 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 1,691,225 30,500 SH   SOLE   30,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 4,129,443 20,700 SH   SOLE   20,700 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 BBG00Z6F4C29 4,249,576 167,504 SH   SOLE   167,504 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2,964,767 5,300 SH   SOLE   5,300 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 8,617,557 43,159 SH   SOLE   43,159 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGC20 5,326,200 90,000 SH   SOLE   90,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 6,554,336 95,600 SH   SOLE   95,600 0 0