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
ADOBE INC COM 00724F101   504,600 1,000 SH   SOLE   1,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,143,965 28,500 SH   SOLE   28,500 0 0
ALLY FINL INC COM 02005N100   5,179,284 127,600 SH   SOLE   127,600 0 0
ALPHABET INC CAP STK CL A 02079K305   360,580 2,200 SH   SOLE   2,200 0 0
AMAZON COM INC COM 023135106   18,380,722 101,900 SH   SOLE   101,900 0 0
ARES CAPITAL CORP COM 04010L103   377,388 18,264 SH   SOLE   18,264 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   288,304 725 SH   SOLE   725 0 0
BLACKSTONE INC COM 09260D107   21,424,257 164,000 SH   SOLE   164,000 0 0
CASELLA WASTE SYS INC CL A 147448104   593,220 6,000 SH   SOLE   6,000 0 0
CISCO SYS INC COM 17275R102   3,244,150 65,000 SH   SOLE   65,000 0 0
DAKTRONICS INC COM 234264109   3,685,200 370,000 SH   SOLE   370,000 0 0
ENCORE WIRE CORP COM 292562105   394,170 1,500 SH   SOLE   1,500 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   268,839 17,080 SH   SOLE   17,080 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   393,050 14,000 SH   SOLE   14,000 0 0
EXXON MOBIL CORP COM 30231G102   237,390 2,000 SH   SOLE   2,000 0 0
META PLATFORMS INC CL A 30303M102   236,731 550 SH   SOLE   550 0 0
FISERV INC COM 337738108   289,560 1,900 SH   SOLE   1,900 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   10,819,483 1,488,237 SH   SOLE   1,488,237 0 0
HOME DEPOT INC COM 437076102   208,266 625 SH   SOLE   625 0 0
ISHARES TR MSCI ACWI ETF 464288257   259,907 2,360 SH   SOLE   2,360 0 0
JPMORGAN CHASE & CO COM 46625H100   288,195 1,500 SH   SOLE   1,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   6,442,856 41,200 SH   SOLE   41,200 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   164,594 10,300 SH   SOLE   10,300 0 0
MPLX LP COM UNIT REP LTD 55336V100   595,363 14,291 SH   SOLE   14,291 0 0
MERCK & CO INC COM 58933Y105   427,614 3,300 SH   SOLE   3,300 0 0
MICROSOFT CORP COM 594918104   413,037 1,050 SH   SOLE   1,050 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   3,089,258 122,980 SH   SOLE   122,980 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106   204,664 9,186 SH   SOLE   9,186 0 0
PHILIP MORRIS INTL INC COM 718172109   238,324 2,500 SH   SOLE   2,500 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   272,850 15,000 SH   SOLE   15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,213,742 6,144 SH   SOLE   6,144 0 0
SPDR GOLD TR GOLD SHS 78463V107   246,127 1,160 SH   SOLE   1,160 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   5,265,466 81,800 SH   SOLE   81,800 0 0
SPECTRAL AI INC COM CL A 84757T105   1,658,626 900,000 SH   SOLE   900,000 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   6,489,586 105,436 SH   SOLE   105,436 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   33,586,052 411,241 SH   SOLE   411,241 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   240,075 27,500 SH   SOLE   27,500 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   208,254 6,100 SH   SOLE   6,100 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   7,463,250 160,500 SH   SOLE   160,500 0 0
WHITE MTNS INS GROUP LTD COM G9618E107   502,404 280 SH   OTR 1 0 0 280
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   557,189 1,325 SH   OTR 1 0 0 1,325
GRAHAM HLDGS CO COM CL B 384637104   410,709 535 SH   OTR 1 0 0 535