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 152 10,861 SH   SOLE   10,861 0 0
AFYA LTD CL A COM G01125106 149 15,000 SH   SOLE   15,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 286 2,515 SH   SOLE   2,515 0 0
ALPHABET INC CAP STK CL C 02079K107 14,853 6,790 SH   SOLE   6,790 0 0
ALPHABET INC CAP STK CL A 02079K305 5,633 2,585 SH   SOLE   2,585 0 0
AMAZON COM INC COM 023135106 493 4,640 SH   SOLE   4,640 0 0
AMERCO COM 023586100 992 2,075 SH   SOLE   2,075 0 0
APPLE INC COM 037833100 827 6,047 SH   SOLE   6,047 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 275 45,000 SH   SOLE   45,000 0 0
ARISTA NETWORKS INC COM 040413106 2,593 27,664 SH   SOLE   27,664 0 0
ATAI LIFE SCIENCES NV SHS N0731H103 613 168,416 SH   SOLE   168,416 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,521 12,896 SH   SOLE   12,896 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH   SOLE   1 0 0
BOOKING HOLDINGS INC COM 09857L108 336 192 SH   SOLE   192 0 0
BROWN & BROWN INC COM 115236101 1,867 32,000 SH   SOLE   32,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 37,590 700,000 SH   SOLE   700,000 0 0
BURFORD CAP LTD ORD SHS G17977110 605 60,000 SH   SOLE   60,000 0 0
CARMAX INC COM 143130102 1,875 20,721 SH   SOLE   20,721 0 0
CONTEXTLOGIC INC COM CL A 21077C107 116 72,205 SH   SOLE   72,205 0 0
CREDIT ACCEP CORP MICH COM 225310101 9,854 20,815 SH   SOLE   20,815 0 0
D R HORTON INC COM 23331A109 3,640 55,000 SH   SOLE   55,000 0 0
DEERE & CO COM 244199105 3,903 13,034 SH   SOLE   13,034 0 0
ELEVANCE HEALTH INC COM 036752103 8,476 17,564 SH   SOLE   17,564 0 0
EQUITABLE HLDGS INC COM 29452E101 5,216 200,061 SH   SOLE   200,061 0 0
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 728 37,500 SH   SOLE   37,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 653 2,200 SH   SOLE   2,200 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 273 3,594 SH   SOLE   3,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,128 203,404 SH   SOLE   203,404 0 0
ISHARES TR MRNING SM CP ETF 464288703 1,378 27,400 SH   SOLE   27,400 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 862 13,581 SH   SOLE   13,581 0 0
LINDE PLC SHS G5494J103 248 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107 227 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,909 6,051 SH   SOLE   6,051 0 0
MATCH GROUP INC NEW COM 57667L107 536 7,698 SH   SOLE   7,698 0 0
MAYVILLE ENGR CO INC COM 578605107 209 27,000 SH   SOLE   27,000 0 0
META PLATFORMS INC CL A 30303M102 16,013 99,306 SH   SOLE   99,306 0 0
MICROSOFT CORP COM 594918104 259 1,007 SH   SOLE   1,007 0 0
NETFLIX INC COM 64110L106 6,079 34,765 SH   SOLE   34,765 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 2,249 477,596 SH   SOLE   477,596 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 512 68,957 SH   SOLE   68,957 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1,967 29,250 SH   SOLE   29,250 0 0
SALESFORCE INC COM 79466L302 319 1,934 SH   SOLE   1,934 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 417 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105 689 10,899 SH   SOLE   10,899 0 0
SOTERA HEALTH CO COM 83601L102 13,110 669,234 SH   SOLE   669,234 0 0
SPDR GOLD TR GOLD SHS 78463V107 527 3,128 SH   SOLE   3,128 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 584 1,549 SH   SOLE   1,549 0 0
SPDR SER TR S&P BIOTECH 78464A870 1,188 16,000 SH   SOLE   16,000 0 0
STELLANTIS N.V SHS N82405106 6,205 502,020 SH   SOLE   502,020 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 13,009 159,128 SH   SOLE   159,128 0 0
THOR INDS INC COM 885160101 1,134 15,180 SH   SOLE   15,180 0 0
TJX COS INC NEW COM 872540109 1,842 32,989 SH   SOLE   32,989 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,420 30,021 SH   SOLE   30,021 0 0
US BANCORP DEL COM NEW 902973304 230 5,000 SH   SOLE   5,000 0 0
VTEX SHS CL A G9470A102 231 75,000 SH   SOLE   75,000 0 0
WATERS CORP COM 941848103 913 2,758 SH   SOLE   2,758 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 680 2,249 SH   SOLE   2,249 0 0
YATRA ONLINE INC ORD SHS G98338109 225 100,000 SH   SOLE   100,000 0 0