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   517,780 1,000 SH   SOLE   0 0 1,000
ADVANCED MICRO DEVICES INC COM 007903107   5,906,880 36,000 SH   SOLE   0 0 36,000
ALLY FINL INC COM 02005N100   4,541,284 127,600 SH   SOLE   0 0 127,600
AMAZON COM INC COM 023135106   19,191,990 103,000 SH   SOLE   0 0 103,000
BLACKSTONE INC COM 09260D107   23,735,150 155,000 SH   SOLE   0 0 155,000
CASELLA WASTE SYS INC CL A 147448104   596,940 6,000 SH   SOLE   0 0 6,000
DAKTRONICS INC COM 234264109   5,164,000 400,000 SH   SOLE   0 0 400,000
DELL TECHNOLOGIES INC CL C 24703L202   3,556,200 30,000 SH   SOLE   0 0 30,000
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   13,409,015 1,488,237 SH   SOLE   0 0 1,488,237
ISHARES TR MSCI ACWI ETF 464288257   282,138 2,360 SH   SOLE   0 0 2,360
KEYSIGHT TECHNOLOGIES INC COM 49338L103   6,547,916 41,200 SH   SOLE   0 0 41,200
MIRUM PHARMACEUTICALS INC COM 604749101   4,796,220 122,980 SH   SOLE   0 0 122,980
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,729,440 6,500 SH   SOLE   0 0 6,500
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   6,070,378 81,800 SH   SOLE   0 0 81,800
SPECTRAL AI INC COM CL A 84757T105   149,901 141,416 SH   SOLE   0 0 141,416
TEXAS CAP BANCSHARES INC COM 88224Q107   8,606,357 120,436 SH   SOLE   0 0 120,436
VERTIV HOLDINGS CO COM CL A 92537N108   41,182,990 413,941 SH   SOLE   0 0 413,941
WILLSCOT HLDGS CORP COM CL A 971378104   9,392,480 249,800 SH   SOLE   0 0 249,800
WHITE MTNS INS GROUP LTD COM G9618E107   474,936 280 SH   OTR 1 0 0 280
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   219,494 2,200 SH   OTR 2 0 0 2,200
ALPHABET INC CAP STK CL A 02079K305   373,604 2,200 SH   OTR 2 0 0 2,200
ARES CAPITAL CORP COM 04010L103   294,070 14,000 SH   OTR 2 0 0 14,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,219,689 2,650 SH   OTR 1 0 0 2,650
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   640,993 1,450 SH   OTR 2 0 0 1,450
BLACKSTONE INC COM 09260D107   1,518,120 9,000 SH   OTR 2 0 0 9,000
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   286,430 17,080 SH   OTR 2 0 0 17,080
ENTERPRISE PRODS PARTNERS L COM 293792107   410,550 14,000 SH   OTR 2 0 0 14,000
EXXON MOBIL CORP COM 30231G102   237,400 2,000 SH   OTR 2 0 0 2,000
META PLATFORMS INC CL A 30303M102   313,500 550 SH   OTR 2 0 0 550
FISERV INC COM 337738108   381,976 1,900 SH   OTR 2 0 0 1,900
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   234,120 4,000 SH   OTR 2 0 0 4,000
GRAHAM HLDGS CO COM CL B 384637104   439,620 535 SH   OTR 1 0 0 535
HOME DEPOT INC COM 437076102   248,469 625 SH   OTR 2 0 0 625
JPMORGAN CHASE & CO. COM 46625H100   331,635 1,500 SH   OTR 2 0 0 1,500
KIMBELL RTY PARTNERS LP UNIT 49435R102   164,903 10,300 SH   OTR 2 0 0 10,300
MPLX LP COM UNIT REP LTD 55336V100   651,670 14,291 SH   OTR 2 0 0 14,291
MERCK & CO INC COM 58933Y105   332,640 3,300 SH   OTR 2 0 0 3,300
MICROSOFT CORP COM 594918104   433,304 1,050 SH   OTR 2 0 0 1,050
PHILIP MORRIS INTL INC COM 718172109   329,175 2,500 SH   OTR 2 0 0 2,500
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   267,750 15,000 SH   OTR 2 0 0 15,000
REPUBLIC SVCS INC COM 760759100   200,840 1,000 SH   OTR 1 0 0 1,000
SPDR GOLD TR GOLD SHS 78463V107   293,422 1,160 SH   OTR 2 0 0 1,160
SPECTRAL AI INC COM CL A 84757T105   1,126,497 758,584 SH   OTR 2 0 0 758,584
VISA INC COM CL A 92826C839   205,723 700 SH   OTR 2 0 0 700
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   228,506 6,100 SH   OTR 2 0 0 6,100