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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN EXPRESS CO COM 025816109   13,194,169 70,429 SH   SOLE   64,206 0 6,223
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   181,897 510 SH   SOLE   510 0 0
CARMAX INC COM 143130102   10,277,711 133,929 SH   SOLE   122,149 0 11,780
CELANESE CORP DEL COM 150870103   10,991,651 70,745 SH   SOLE   64,537 0 6,208
CONOCOPHILLIPS COM 20825C104   5,348,389 46,079 SH   SOLE   42,037 0 4,042
DISNEY WALT CO COM 254687106   11,358,392 125,799 SH   SOLE   115,453 0 10,346
EOG RES INC COM 26875P101   5,275,597 43,618 SH   SOLE   39,827 0 3,791
FIBROGEN INC COM 31572Q808   6,447 7,274 SH   SOLE   7,274 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   16,861,651 330,491 SH   SOLE   301,682 0 28,809
NU HLDGS LTD ORD SHS CL A G6683N103   2,582,433 310,016 SH   SOLE   283,241 0 26,775
NVIDIA CORPORATION COM 67066G104   74,283 150 SH   SOLE   0 0 150
PAYPAL HLDGS INC COM 70450Y103   13,941,237 227,019 SH   SOLE   207,348 0 19,671
PIONEER NAT RES CO COM 723787107   3,872,883 17,222 SH   SOLE   15,712 0 1,510
PUBMATIC INC COM CL A 74467Q103   8,676,267 531,960 SH   SOLE   485,021 0 46,939
RH COM 74967X103   6,773,412 23,238 SH   SOLE   21,196 0 2,042
SIMON PPTY GROUP INC NEW COM 828806109   15,455,044 108,350 SH   SOLE   98,865 0 9,485
SL GREEN RLTY CORP COM 78440X887   11,264,856 249,388 SH   SOLE   227,903 0 21,485
SONY GROUP CORP SPONSORED ADR 835699307   18,250,361 192,738 SH   SOLE   175,785 0 16,953
STONECO LTD COM CL A G85158106   2,604,542 144,456 SH   SOLE   132,083 0 12,373
UBER TECHNOLOGIES INC COM 90353T100   19,780,101 321,262 SH   SOLE   293,286 0 27,976
VESTIS CORPORATION COM SHS 29430C102   14,179,296 670,733 SH   SOLE   612,809 0 57,924
VORNADO RLTY TR SH BEN INT 929042109   11,660,103 412,747 SH   SOLE   377,029 0 35,718
WALKER & DUNLOP INC COM 93148P102   9,212,276 82,986 SH   SOLE   75,728 0 7,258
YETI HLDGS INC COM 98585X104   11,235,742 216,990 SH   SOLE   197,875 0 19,115