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
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 BBG01B079Z92 6,718,411 149,000 SH   SOLE   149,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 6,993,882 32,900 SH   SOLE   32,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 9,340,455 39,750 SH   SOLE   39,750 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 5,653,000 50,000 SH   SOLE   50,000 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 8,801,100 34,650 SH   SOLE   34,650 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 1,313,202 20,200 SH   SOLE   20,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 6,124,008 25,310 SH   SOLE   25,310 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 BBG001SF0100 8,099,255 86,300 SH   SOLE   86,300 0 0
SOUNDTHINKING INC COM 82536T107 BBG001SM2GR1 3,523,932 292,200 SH   SOLE   292,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2,131,776 3,200 SH   SOLE   3,200 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 12,786,498 30,059 SH   SOLE   30,059 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGC20 4,825,320 94,800 SH   SOLE   94,800 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 5,963,670 77,400 SH   SOLE   77,400 0 0