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 | 20,293,920 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | |||
| Amazon.com, Inc. | COM | 023135106 | 34,186,500 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| Berkshire Hathaway Inc. | CL B NEW | 084670702 | 20,686,280 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | |||
| Cogent Communications Holdings, Inc. | COM NEW | 19239V302 | 77,543,170 | 1,019,500 | SH | SOLE | 1,019,500 | 0 | 0 | |||
| Enova International, Inc. | COM | 29357K103 | 24,801,280 | 448,000 | SH | SOLE | 448,000 | 0 | 0 | |||
| Enstar Group Limited | SHS | G3075P101 | 51,069,725 | 173,500 | SH | SOLE | 173,500 | 0 | 0 | |||
| IAC Inc. | COM NEW | 44891N208 | 47,587,230 | 908,500 | SH | SOLE | 908,500 | 0 | 0 | |||
| LendingClub Corporation | COM NEW | 52603A208 | 15,251,300 | 1,745,000 | SH | SOLE | 1,745,000 | 0 | 0 | |||
| LGI Homes, Inc. | COM | 50187T106 | 6,171,966 | 46,350 | SH | SOLE | 46,350 | 0 | 0 | |||
| Meta Platforms, Inc. | CL A | 30303M102 | 32,564,320 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | |||
| News Corporation | CL A | 65249B109 | 22,708,750 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | |||
| Orion S.A. | COM | L72967109 | 15,667,450 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | |||
| Rush Enterprises, Inc. | CL A | 781846209 | 16,599,000 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | |||
| Thryv Holdings, Inc. | COM NEW | 886029206 | 7,020,750 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | |||
| Turning Point Brands, Inc. | COM | 90041L105 | 2,100,968 | 79,824 | SH | SOLE | 79,824 | 0 | 0 | |||
| U-Haul Holding Company | COM SER N | 023586506 | 20,427,600 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | |||
| Walker & Dunlop, Inc. | COM | 93148P102 | 7,215,650 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||