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
AMERCO COM 023586100 39,234 64,045 SH   SOLE   64,045 0 0
COMCAST CORP NEW CL A 20030N101 30,405 561,902 SH   SOLE   561,902 0 0
KKR ACQUISITION HOLDING I CO UNIT 99/99/9999 48253T208 2,301 229,866 SH   SOLE   229,866 0 0
MSD ACQUISITION CORP UNIT 03/25/2026 G5709C117 15,225 1,500,000 SH   SOLE   1,500,000 0 0
NOVAGOLD RES INC COM NEW 66987E206 17,126 1,955,047 SH   SOLE   1,955,047 0 0
ROCKET INTERNET GRWT OPRT CO UNIT 99/99/9999 G7613T111 4,307 40,234 SH   SOLE   40,234 0 0
SCHWAB CHARLES CORP COM 808513105 10,005 153,500 SH   SOLE   153,500 0 0
TESLA INC COM 88160R101 30,057 45,000 SH Put SOLE   45,000 0 0
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126 9,990 1,000,000 SH   SOLE   1,000,000 0 0