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

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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
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 6,952,409 47,908 SH   SOLE   47,908 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 46,309,613 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 BBG001S5P6T3 7,008,421 182,892 SH   SOLE   182,892 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 9,074,387 116,115 SH   SOLE   116,115 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 7,770,523 125,920 SH   SOLE   125,920 0 0
DILLARDS INC CL A 254067101 BBG001S5VNW5 8,482,309 23,685 SH   SOLE   23,685 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 5,923,285 13,618 SH   SOLE   13,618 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJX06 8,315,672 146,920 SH   SOLE   146,920 0 0
GENTEX CORP COM 371901109 BBG001S5RMR8 3,732,637 160,199 SH   SOLE   160,199 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 6,951,490 211,420 SH   SOLE   211,420 0 0
HP INC COM 40434L105 BBG001S6W7N7 8,491,055 306,647 SH   SOLE   306,647 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 9,276,611 35,059 SH   SOLE   35,059 0 0
HUNTSMAN CORP COM 447011107 BBG001SKWX22 3,424,251 216,862 SH   SOLE   216,862 0 0
INTEL CORP COM 458140100 BBG001S5SF65 6,274,364 276,282 SH   SOLE   276,282 0 0
INTERDIGITAL INC COM 45867G101 BBG001S8DV79 10,563,064 51,091 SH   SOLE   51,091 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 8,683,765 12,774 SH   SOLE   12,774 0 0
KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 4,851,556 147,106 SH   SOLE   147,106 0 0
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 7,916,303 108,890 SH   SOLE   108,890 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 BBG01N59HPY2 8,414,462 116,965 SH   SOLE   116,965 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 8,477,920 120,425 SH   SOLE   120,425 0 0
MAGNA INTL INC COM 559222401 BBG001S5SY91 668,039 19,654 SH   SOLE   19,654 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 7,669,704 52,644 SH   SOLE   52,644 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 5,037,187 57,972 SH   SOLE   57,972 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 9,020,016 27,384 SH   SOLE   27,384 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 7,936,690 5,990 SH   SOLE   5,990 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 5,036,811 63,564 SH   SOLE   63,564 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 10,294,985 33,396 SH   SOLE   33,396 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 8,831,653 66,871 SH   SOLE   66,871 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 11,955,205 1,114,185 SH   SOLE   1,114,185 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 8,925,883 187,047 SH   SOLE   187,047 0 0