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
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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
Agnico Eagle Mines Ltd COM 008474108   299,880 6,000 SH   SOLE   6,000 0 0
American Express Co COM 025816109   12,244,344 70,289 SH   SOLE   64,751 0 5,538
CarMax Inc COM 143130102   8,579,836 102,507 SH   SOLE   94,670 0 7,837
Celanese Corp COM 150870103   3,595,243 31,047 SH   SOLE   28,722 0 2,325
ConocoPhill COM 20825C104   11,327,992 109,333 SH   SOLE   100,757 0 8,576
EOG Resources INC COM 26875P101   11,226,907 98,103 SH   SOLE   90,422 0 7,681
F&G Annuities & Life Inc COMMON STOCK 30190A104   1,140 46 SH   SOLE   0 0 46
FARFETCH LTD CL A ORD SH CL A 30744W107   10,250 1,697 SH   SOLE   0 0 1,697
Fidelity National Financial Inc FNF GROUP COM 31620R303   11,886,732 330,187 SH   SOLE   304,555 0 25,632
iShares Russell 2000 Value RUS 2000 VAL ETF 464287630   704,000 5,000 SH   SOLE   5,000 0 0
Moderna Inc COM 60770K107   182,250 1,500 SH   SOLE   1,500 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   7,121,061 447,584 SH   SOLE   411,961 0 35,623
Pioneer Natural Resources Co COM 723787107   10,536,553 50,857 SH   SOLE   46,858 0 3,999
PubMatic Inc COM CL A 74467Q103   9,723,772 531,935 SH   SOLE   490,135 0 41,800
RH Com COM 74967X103   11,331,304 34,380 SH   SOLE   31,773 0 2,607
Simon Property Group Inc COM 828806109   12,475,997 108,036 SH   SOLE   99,814 0 8,222
Sony Group Corp SPONSORED ADR 835699307   17,316,763 192,323 SH   SOLE   177,221 0 15,102
SPDR S&P Regional Banking ETF S&P REGL BKG 78464A698   204,150 5,000 SH   SOLE   5,000 0 0
Spotify Technology SHS L8681T102   13,111,476 81,666 SH   SOLE   75,449 0 6,217
StoneCo Ltd COM CL A G85158106   8,858,186 695,305 SH   SOLE   642,063 0 53,242
Uber Technologies Inc COM 90353T100   13,812,673 319,960 SH   SOLE   295,679 0 24,281
Walt Disney Co COM 254687106   9,840,531 110,221 SH   SOLE   101,820 0 8,401
Wells Fargo & Co COM 949746101   9,737,698 228,156 SH   SOLE   209,980 0 18,176
YETI Holdings Inc COM 98585X104   8,426,649 216,958 SH   SOLE   200,105 0 16,853