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
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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   499,744,908 4,271,324 SH   SOLE   4,271,324 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   216,641,682 7,704,185 SH   SOLE   7,704,185 0 0
CONSTELLATION ENERGY CORP COM 21037T109   223,114,628 691,271 SH   SOLE   691,271 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   35,989,637 2,108,356 SH   SOLE   2,108,356 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   226,757,080 2,063,116 SH   SOLE   2,063,116 0 0
EXPAND ENERGY CORPORATION COM 165167735   102,949,181 880,359 SH   SOLE   880,359 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   127,310,586 584,664 SH   SOLE   584,664 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   207,880,649 963,347 SH   SOLE   963,347 0 0
KINDER MORGAN INC DEL COM 49456B101   311,562,972 10,597,380 SH   SOLE   10,597,380 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   71,782,862 591,487 SH   SOLE   591,487 0 0
LOUISIANA PAC CORP COM 546347105   241,491,650 2,808,369 SH   SOLE   2,808,369 0 0
NEWS CORP NEW CL B 65249B208   121,584,930 3,543,717 SH   SOLE   3,543,717 0 0
NEWS CORP NEW CL A 65249B109   375,983,767 12,650,867 SH   SOLE   12,650,867 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   38,268,238 1,886,994 SH   SOLE   1,886,994 0 0