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
CAMECO CORP COM 13321L108   90,894,969 2,108,932 SH   SOLE   2,108,932 0 0
PEABODY ENGR CORP COM 704551100   85,480,763 3,514,834 SH   SOLE   3,514,834 0 0
API GROUP CORP COM STK 00187Y100   62,907,125 1,818,125 SH   SOLE   1,818,125 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   55,055,949 2,599,431 SH   SOLE   2,599,431 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   54,687,360 125,200 SH   SOLE   125,200 0 0
STERLING CHECK CORP COM 85917T109   53,437,655 3,838,912 SH   SOLE   3,838,912 0 0
ISHARES TR CORE S&P500 ETF 464287200   46,940,999 98,279 SH   SOLE   98,279 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   46,814,569 1,776,644 SH   SOLE   1,776,644 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109   42,894,803 1,985,870 SH   SOLE   1,985,870 0 0
ARES CAPITAL CORP COM 04010L103   37,961,677 1,895,241 SH   SOLE   1,895,241 0 0
PAR TECHNOLOGY CORP COM 698884103   35,259,389 809,816 SH   SOLE   809,816 0 0
MPLX LP COM UNIT REP LTD 55336V100   35,058,750 954,759 SH   SOLE   954,759 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   25,745,215 421,293 SH   SOLE   421,293 0 0
TECK RESOURCES LTD CL B 878742204   20,619,602 487,807 SH   SOLE   487,807 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   18,988,222 53,239 SH   SOLE   53,239 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   18,512,368 375,200 SH   SOLE   375,200 0 0
TIDEWATER INC NEW COM 88642R109   17,205,446 238,600 SH   SOLE   238,600 0 0
EQT CORP COM 26884L109   16,728,607 432,711 SH   SOLE   432,711 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   14,880,333 1,078,285 SH   SOLE   1,078,285 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   14,549,040 219,575 SH   SOLE   219,575 0 0
ANTERO RESOURCES CORP COM 03674X106   4,474,764 197,300 SH   SOLE   197,300 0 0
OVINTIV INC COM 69047Q102   3,956,972 90,095 SH   SOLE   90,095 0 0
WARRIOR MET COAL INC COM 93627C101   3,306,708 54,235 SH   SOLE   54,235 0 0