The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Alphabet Inc. | CAP STK CL C | 02079K107 | 19,184,175 | 145,500 | SH | SOLE | 145,500 | 0 | 0 | |||
| A-Mark Precious Metals, Inc. | COM | 00181T107 | 2,214,415 | 75,500 | SH | SOLE | 75,500 | 0 | 0 | |||
| Amazon.com, Inc. | COM | 023135106 | 29,237,600 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||
| Berkshire Hathaway Inc. | CL B NEW | 084670702 | 26,272,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| Cogent Communications Holdings, Inc. | COM NEW | 19239V302 | 60,909,600 | 984,000 | SH | SOLE | 984,000 | 0 | 0 | |||
| Enova International, Inc. | COM | 29357K103 | 24,315,860 | 478,000 | SH | SOLE | 478,000 | 0 | 0 | |||
| Enstar Group Limited | SHS | G3075P101 | 41,731,932 | 172,446 | SH | SOLE | 172,446 | 0 | 0 | |||
| IAC Inc. | COM NEW | 44891N208 | 47,291,015 | 938,500 | SH | SOLE | 938,500 | 0 | 0 | |||
| LendingClub Corporation | COM NEW | 52603A208 | 11,285,000 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | |||
| LGI Homes, Inc. | COM | 50187T106 | 4,611,362 | 46,350 | SH | SOLE | 46,350 | 0 | 0 | |||
| Magnite, Inc. | COM | 55955D100 | 1,885,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| Meta Platforms, Inc. | CL A | 30303M102 | 27,619,320 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | |||
| News Corporation | CL A | 65249B109 | 19,989,790 | 996,500 | SH | SOLE | 996,500 | 0 | 0 | |||
| Orion S.A. | COM | L72967109 | 13,193,600 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | |||
| Rush Enterprises, Inc. | CL A | 781846209 | 14,086,350 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | |||
| Thryv Holdings, Inc. | COM NEW | 886029206 | 5,255,600 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| U-Haul Holding Company | COM SER N | 023586506 | 23,182,575 | 442,500 | SH | SOLE | 442,500 | 0 | 0 | |||
| Walker & Dunlop, Inc. | COM | 93148P102 | 4,825,600 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||