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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 217,278 75,000 SH   SOLE   75,000 0 0
CAMECO CORP COM 13321L108 121,679 5,579,044 SH   SOLE   5,579,044 0 0
CHENIERE ENERGY INC COM NEW 16411R208 163,727 1,614,343 SH   SOLE   1,614,343 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 5,829 3,389,215 SH   SOLE   3,389,215 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 203,638 3,902,600 SH   SOLE   3,902,600 0 0
HCA HEALTHCARE INC COM 40412C101 159,676 621,500 SH   SOLE   621,500 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 174,340 6,206,460 SH   SOLE   6,206,460 0 0
LITHIA MTRS INC COM 536797103 155,979 525,271 SH   SOLE   525,271 0 0
META PLATFORMS INC CL A 30303M102 305,339 907,800 SH   SOLE   907,800 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 71,758 5,690,600 SH   SOLE   5,690,600 0 0
OCCIDENTAL PETE CORP COM 674599105 316,989 10,934,426 SH   SOLE   10,934,426 0 0
PAR TECHNOLOGY CORP COM 698884103 5,277 100,000 SH   SOLE   100,000 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 277,412 3,975,518 SH   SOLE   3,975,518 0 0
STONECO LTD COM CL A G85158106 33,720 2,000,000 SH   SOLE   2,000,000 0 0
XPO LOGISTICS INC COM 983793100 331,042 4,275,369 SH   SOLE   4,275,369 0 0