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 |
| 1stdibs.Com, Inc. | COM | 320551104 | 1,770,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| Alphabet Inc. | CAP STK CL C | 02079K107 | 22,405,266 | 117,650 | SH | SOLE | 117,650 | 0 | 0 | |||
| Amazon.com, Inc. | COM | 023135106 | 32,732,988 | 149,200 | SH | SOLE | 149,200 | 0 | 0 | |||
| Berkshire Hathaway Inc. | CL B NEW | 084670702 | 11,105,360 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | |||
| Cogent Communications Holdings, Inc. | COM NEW | 19239V302 | 79,751,805 | 1,034,797 | SH | SOLE | 1,034,797 | 0 | 0 | |||
| Enova International, Inc. | COM | 29357K103 | 28,990,277 | 302,360 | SH | SOLE | 302,360 | 0 | 0 | |||
| Enstar Group Limited | SHS | G3075P101 | 19,967,100 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | |||
| IAC Inc. | COM NEW | 44891N208 | 23,511,300 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | |||
| LendingClub Corporation | COM NEW | 52603A208 | 17,161,400 | 1,060,000 | SH | SOLE | 1,060,000 | 0 | 0 | |||
| LGI Homes, Inc. | COM | 50187T106 | 4,143,690 | 46,350 | SH | SOLE | 46,350 | 0 | 0 | |||
| Meta Platforms, Inc. | CL A | 30303M102 | 31,324,785 | 53,500 | SH | SOLE | 53,500 | 0 | 0 | |||
| News Corporation | CL A | 65249B109 | 20,834,010 | 756,500 | SH | SOLE | 756,500 | 0 | 0 | |||
| Orion S.A. | COM | L72967109 | 3,473,800 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| Rush Enterprises, Inc. | CL A | 781846209 | 15,889,100 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | |||
| Thryv Holdings, Inc. | COM NEW | 886029206 | 13,061,000 | 882,500 | SH | SOLE | 882,500 | 0 | 0 | |||
| Turning Point Brands, Inc. | COM | 90041L105 | 10,908,150 | 181,500 | SH | SOLE | 181,500 | 0 | 0 | |||
| U-Haul Holding Company | COM SER N | 023586506 | 14,731,500 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||