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
ACLARIS THERAPEUTICS INC COM 00461U105 187 10,861 SH   SOLE   10,861 0 0
AFYA LTD CL A COM G01125106 216 15,000 SH   SOLE   15,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 274 2,515 SH   SOLE   2,515 0 0
ALPHABET INC CAP STK CL C 02079K107 19,827 7,099 SH   SOLE   7,099 0 0
ALPHABET INC CAP STK CL A 02079K305 6,336 2,278 SH   SOLE   2,278 0 0
AMAZON COM INC COM 023135106 756 232 SH   SOLE   232 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 3,310 197,000 SH   SOLE   197,000 0 0
ANTHEM INC COM 036752103 12,670 25,792 SH   SOLE   25,792 0 0
APPLE INC COM 037833100 1,056 6,047 SH   SOLE   6,047 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 366 45,000 SH   SOLE   45,000 0 0
ARISTA NETWORKS INC COM 040413106 3,845 27,664 SH   SOLE   27,664 0 0
ATAI LIFE SCIENCES NV SHS N0731H103 857 168,416 SH   SOLE   168,416 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,551 12,896 SH   SOLE   12,896 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH   SOLE   1 0 0
BOOKING HOLDINGS INC COM 09857L108 451 192 SH   SOLE   192 0 0
BROWN & BROWN INC COM 115236101 2,313 32,000 SH   SOLE   32,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 45,178 700,000 SH   SOLE   700,000 0 0
BURFORD CAP LTD ORD SHS G17977110 551 60,000 SH   SOLE   60,000 0 0
CARMAX INC COM 143130102 1,980 20,521 SH   SOLE   20,521 0 0
CONTEXTLOGIC INC COM CL A 21077C107 87 38,880 SH   SOLE   38,880 0 0
CREDIT ACCEP CORP MICH COM 225310101 10,909 19,822 SH   SOLE   19,822 0 0
EQUITABLE HLDGS INC COM 29452E101 6,182 200,000 SH   SOLE   200,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,515 35,000 SH   SOLE   35,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 726 2,200 SH   SOLE   2,200 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 360 3,594 SH   SOLE   3,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 18,926 143,252 SH   SOLE   143,252 0 0
KEROS THERAPEUTICS INC COM 492327101 220 4,042 SH   SOLE   4,042 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 948 13,581 SH   SOLE   13,581 0 0
LINDE PLC SHS G5494J103 276 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107 263 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,163 6,051 SH   SOLE   6,051 0 0
MATCH GROUP INC NEW COM 57667L107 837 7,698 SH   SOLE   7,698 0 0
MAYVILLE ENGR CO INC COM 578605107 253 27,000 SH   SOLE   27,000 0 0
META PLATFORMS INC CL A 30303M102 24,405 109,753 SH   SOLE   109,753 0 0
MICROSOFT CORP COM 594918104 310 1,007 SH   SOLE   1,007 0 0
NETFLIX INC COM 64110L106 5,508 14,704 SH   SOLE   14,704 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 4,160 480,907 SH   SOLE   480,907 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 136 16,979 SH   SOLE   16,979 0 0
ROBLOX CORP CL A 771049103 231 5,000 SH   SOLE   5,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 2,548 29,250 SH   SOLE   29,250 0 0
SALESFORCE COM INC COM 79466L302 411 1,934 SH   SOLE   1,934 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 448 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105 919 10,899 SH   SOLE   10,899 0 0
SOTERA HEALTH CO COM 83601L102 14,467 667,919 SH   SOLE   667,919 0 0
SPDR GOLD TR GOLD SHS 78463V107 565 3,128 SH   SOLE   3,128 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 700 1,549 SH   SOLE   1,549 0 0
SPDR SER TR S&P BIOTECH 78464A870 1,438 16,000 SH   SOLE   16,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 200 2,672 SH   SOLE   2,672 0 0
STELLANTIS N.V SHS N82405106 8,166 501,900 SH   SOLE   501,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,612 159,336 SH   SOLE   159,336 0 0
THOR INDS INC COM 885160101 1,195 15,180 SH   SOLE   15,180 0 0
TJX COS INC NEW COM 872540109 1,999 33,004 SH   SOLE   33,004 0 0
UNION PAC CORP COM 907818108 246 900 SH   SOLE   900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 22,956 45,015 SH   SOLE   45,015 0 0
URBAN OUTFITTERS INC COM 917047102 3,214 128,000 SH   SOLE   128,000 0 0
US BANCORP DEL COM NEW 902973304 266 5,000 SH   SOLE   5,000 0 0
WATERS CORP COM 941848103 856 2,758 SH   SOLE   2,758 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 924 2,249 SH   SOLE   2,249 0 0
YATRA ONLINE INC ORD SHS G98338109 198 100,000 SH   SOLE   100,000 0 0