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
ALPHABET INC CAP STK CL C 02079K107   909,765 6,900 SH   SOLE   6,900 0 0
ALPHABET INC CAP STK CL A 02079K305   2,857,721 21,838 SH   SOLE   21,838 0 0
AMAZON COM INC COM 023135106   343,224 2,700 SH   SOLE   2,700 0 0
ANTERO MIDSTREAM CORP COM 03676B102   26,753,197 2,233,155 SH   SOLE   2,233,155 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   609,496,970 6,790,296 SH   SOLE   6,790,296 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   63,330,449 275,266 SH   SOLE   275,266 0 0
AUTONATION INC COM 05329W102   18,123,640 119,707 SH   SOLE   119,707 0 0
BANK AMERICA CORP COM 060505104   397,886 14,532 SH   SOLE   14,532 0 0
BRUNSWICK CORP COM 117043109   539,412 6,828 SH   SOLE   6,828 0 0
COMCAST CORP NEW CL A 20030N101   1,378,708 31,094 SH   SOLE   31,094 0 0
D R HORTON INC COM 23331A109   130,015,809 1,209,787 SH   SOLE   1,209,787 0 0
DISCOVER FINL SVCS COM 254709108   206,288,381 2,381,258 SH   SOLE   2,381,258 0 0
ELEVANCE HEALTH INC COM 036752103   708,688,721 1,627,598 SH   SOLE   1,627,598 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   273,700 10,000 SH   SOLE   10,000 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   187,719,043 6,689,916 SH   SOLE   6,689,916 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   392,191,904 9,496,172 SH   SOLE   9,496,172 0 0
FIRST AMERN FINL CORP COM 31847R102   338,940 6,000 SH   SOLE   6,000 0 0
HCA HEALTHCARE INC COM 40412C101   337,731 1,373 SH   SOLE   1,373 0 0
ICON PLC SHS G4705A100   233,937 950 SH   SOLE   950 0 0
JPMORGAN CHASE & CO COM 46625H100   241,246,571 1,663,540 SH   SOLE   1,663,540 0 0
LENNAR CORP CL A 526057104   113,794,262 1,013,938 SH   SOLE   1,013,938 0 0
LITHIA MTRS INC COM 536797103   260,749,220 882,908 SH   SOLE   882,908 0 0
LOUISIANA PAC CORP COM 546347105   12,771,239 231,070 SH   SOLE   231,070 0 0
MARRIOTT INTL INC NEW CL A 571903202   234,693 1,194 SH   SOLE   1,194 0 0
MICROSOFT CORP COM 594918104   386,794 1,225 SH   SOLE   1,225 0 0
MOODYS CORP COM 615369105   995,935 3,150 SH   SOLE   3,150 0 0
MPLX LP COM UNIT REP LTD 55336V100   426,840 12,000 SH   SOLE   12,000 0 0
ONEMAIN HLDGS INC COM 68268W103   212,422,237 5,298,634 SH   SOLE   5,298,634 0 0
PRIMERICA INC COM 74164M108   410,526,324 2,116,006 SH   SOLE   2,116,006 0 0
PROGRESSIVE CORP COM 743315103   243,218 1,746 SH   SOLE   1,746 0 0
RAYMOND JAMES FINL INC COM 754730109   214,991,204 2,140,707 SH   SOLE   2,140,707 0 0
UNITED RENTALS INC COM 911363109   186,103,671 418,615 SH   SOLE   418,615 0 0
UNITEDHEALTH GROUP INC COM 91324P102   357,975 710 SH   SOLE   710 0 0
WELLS FARGO CO NEW COM 949746101   214,515 5,250 SH   SOLE   5,250 0 0