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
Estimated average burden
hours per response: 23.8
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
ADOBE INC COM 00724F101   46,788,424 91,760 SH   SOLE   91,760 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   61,460,842 10,381,899 SH   SOLE   10,381,899 0 0
ALPHABET INC CAP STK CL A 02079K305   24,494,375 187,180 SH   SOLE   187,180 0 0
AMAZON COM INC COM 023135106   65,165,398 512,629 SH   SOLE   512,629 0 0
APPLE INC COM 037833100   667,719 3,900 SH   SOLE   3,900 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   2,705,369 864,335 SH   SOLE   864,335 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113   4,350 499,999 SH   SOLE   499,999 0 0
BOOT BARN HLDGS INC COM 099406100   1,211,436 14,921 SH   SOLE   14,921 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   49,941,826 799,325 SH   SOLE   799,325 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   36,408,710 464,160 SH   SOLE   464,160 0 0
CSX CORP COM 126408103   72,762,741 2,366,268 SH   SOLE   2,366,268 0 0
EG ACQUISITION CORP *W EXP 05/28/202 26846A118   34,302 200,832 SH   SOLE   200,832 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   98,526,990 4,951,105 SH   SOLE   4,951,105 0 0
EQRX INC COM 26886C107   233,544 105,200 SH   SOLE   105,200 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   95,790,695 877,606 SH   SOLE   877,606 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   12,039,384 3,307,523 SH   SOLE   3,307,523 0 0
IAC INC COM NEW 44891N208   63,819,792 1,266,517 SH   SOLE   1,266,517 0 0
KENVUE INC COM 49177J102   90,578,872 4,510,900 SH Call SOLE   4,510,900 0 0
KKR & CO INC COM 48251W104   46,174,251 749,582 SH   SOLE   749,582 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   123,869,747 2,536,755 SH   SOLE   2,536,755 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   49,741,957 1,558,332 SH   SOLE   1,558,332 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   29,704,634 925,378 SH   SOLE   925,378 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   44,221,106 1,737,568 SH   SOLE   1,737,568 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   26,338,854 1,034,519 SH   SOLE   1,034,519 0 0
MDU RES GROUP INC COM 552690109   198,679,063 10,147,041 SH   SOLE   10,147,041 0 0
META PLATFORMS INC CL A 30303M102   720,504 2,400 SH   SOLE   2,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101   236,138,079 6,423,778 SH   SOLE   6,423,778 0 0
MICROSOFT CORP COM 594918104   54,833,461 173,661 SH   SOLE   173,661 0 0
NVIDIA CORPORATION COM 67066G104   706,859 1,625 SH   SOLE   1,625 0 0
SALESFORCE INC COM 79466L302   614,829 3,032 SH   SOLE   3,032 0 0
SOMALOGIC INC CLASS A COM 83444K105   95,600 40,000 SH   SOLE   40,000 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   207,268,099 3,431,023 SH   SOLE   3,431,023 0 0
TESLA INC COM 88160R101   713,127 2,850 SH   SOLE   2,850 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   42,147,348 501,396 SH   SOLE   501,396 0 0
UBER TECHNOLOGIES INC COM 90353T100   68,447,009 1,488,302 SH   SOLE   1,488,302 0 0
UNION PAC CORP COM 907818108   407,260 2,000 SH Call SOLE   2,000 0 0