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
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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
AERCAP HOLDINGS NV SHS N00985106   354,560,270 3,704,914 SH   SOLE   3,704,914 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   90,825,562 2,427,193 SH   SOLE   2,427,193 0 0
CONSTELLATION ENERGY CORP COM 21037T109   193,317,878 864,145 SH   SOLE   864,145 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   143,103,258 824,470 SH   SOLE   824,470 0 0
FLUTTER ENTMT PLC SHS G3643J108   35,758,367 138,357 SH   SOLE   138,357 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   184,080,892 833,096 SH   SOLE   833,096 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   65,480,537 537,872 SH   SOLE   537,872 0 0
LOUISIANA PAC CORP COM 546347105   205,321,632 1,982,826 SH   SOLE   1,982,826 0 0
NEWS CORP NEW CL B 65249B208   132,236,791 4,345,606 SH   SOLE   4,345,606 0 0
NEWS CORP NEW CL A 65249B109   246,816,564 8,962,112 SH   SOLE   8,962,112 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   164,815,053 3,420,109 SH   SOLE   3,420,109 0 0
SPDR GOLD TR GOLD SHS 78463V107   173,408,179 716,178 SH   SOLE   716,178 0 0
WESTERN DIGITAL CORP COM 958102105   151,620,366 2,542,686 SH   SOLE   2,542,686 0 0