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
ACUREN CORP COM 00510N102   162,612,500 15,000,000 SH   SOLE   15,000,000 0 0
CAMECO CORP COM 13321L108   95,414,313 2,318,132 SH   SOLE   2,318,132 0 0
API GROUP CORP COM STK 00187Y100   84,412,374 2,360,525 SH   SOLE   2,360,525 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   82,953,101 1,717,100 SH   SOLE   1,717,100 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   82,835,474 3,036,491 SH   SOLE   3,036,491 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   82,627,876 989,200 SH   SOLE   989,200 0 0
PAR TECHNOLOGY CORP COM 698884103   81,183,981 1,323,508 SH   SOLE   1,323,508 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   64,457,481 1,888,034 SH   SOLE   1,888,034 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   64,341,532 125,200 SH   SOLE   125,200 0 0
MPLX LP COM UNIT REP LTD 55336V100   56,493,518 1,055,559 SH   SOLE   1,055,559 0 0
SIXTH STREET SPECIALTY LENDN COM 83012A109   54,896,954 2,452,947 SH   SOLE   2,452,947 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   53,653,644 324,015 SH   SOLE   324,015 0 0
PEABODY ENGR CORP COM 704551100   52,818,090 3,898,014 SH   SOLE   3,898,014 0 0
ARES CAPITAL CORP COM 04010L103   47,105,911 2,125,718 SH   SOLE   2,125,718 0 0
ISHARES TR CORE S&P500 ETF 464287200   44,260,301 78,769 SH   SOLE   78,769 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100   43,583,976 2,344,485 SH   SOLE   2,344,485 0 0
MARTIN MARIETTA MATLS INC COM 573284106   35,658,935 74,580 SH   SOLE   74,580 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   32,757,500 1,310,300 SH   SOLE   1,310,300 0 0
AGNICO EAGLE MINES LTD COM 008474108   30,888,719 284,925 SH   SOLE   284,925 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   30,149,702 290,180 SH   SOLE   290,180 0 0
DAKTRONICS INC COM 234264109   30,090,787 2,470,508 SH   SOLE   2,470,508 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   28,354,027 53,239 SH   SOLE   53,239 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   24,986,968 772,156 SH   SOLE   772,156 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   21,756,333 813,625 SH   SOLE   813,625 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   19,793,966 460,968 SH   SOLE   460,968 0 0
TECK RESOURCES LTD CL B 878742204   17,899,043 491,327 SH   SOLE   491,327 0 0
ANTERO RESOURCES CORP COM 03674X106   15,464,256 382,400 SH   SOLE   382,400 0 0
COMPOSECURE INC COM CL A 20459V105   8,011,190 737,000 SH   SOLE   737,000 0 0
WARRIOR MET COAL INC COM 93627C101   2,864,870 60,035 SH   SOLE   60,035 0 0
PORCH GROUP INC COM 733245104   575,983 79,010 SH   SOLE   79,010 0 0