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   444,680 1,000 SH   SOLE   0 0 1,000
ADVANCED MICRO DEVICES INC COM 007903107   4,348,440 36,000 SH   SOLE   0 0 36,000
AMAZON COM INC COM 023135106   22,597,170 103,000 SH   SOLE   0 0 103,000
BLACKSTONE INC COM 09260D107   26,725,100 155,000 SH   SOLE   0 0 155,000
CASELLA WASTE SYS INC CL A 147448104   634,860 6,000 SH   SOLE   0 0 6,000
DAKTRONICS INC COM 234264109   6,744,000 400,000 SH   SOLE   0 0 400,000
DELL TECHNOLOGIES INC CL C 24703L202   3,457,200 30,000 SH   SOLE   0 0 30,000
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   16,102,724 1,488,237 SH   SOLE   0 0 1,488,237
ISHARES TR MSCI ACWI ETF 464288257   277,300 2,360 SH   SOLE   0 0 2,360
KEYSIGHT TECHNOLOGIES INC COM 49338L103   6,617,956 41,200 SH   SOLE   0 0 41,200
MIRUM PHARMACEUTICALS INC COM 604749101   5,085,223 122,980 SH   SOLE   0 0 122,980
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,809,520 6,500 SH   SOLE   0 0 6,500
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   6,198,804 81,800 SH   SOLE   0 0 81,800
SPECTRAL AI INC COM CL A 84757T105   400,207 141,416 SH   SOLE   0 0 141,416
TEXAS CAP BANCSHARES INC COM 88224Q107   9,418,095 120,436 SH   SOLE   0 0 120,436
VERTIV HOLDINGS CO COM CL A 92537N108   43,009,224 378,569 SH   SOLE   0 0 378,569
WILLSCOT HLDGS CORP COM CL A 971378104   8,355,810 249,800 SH   SOLE   0 0 249,800
WHITE MTNS INS GROUP LTD COM G9618E107   544,617 280 SH   OTR 1 0 0 280
ALPHABET INC CAP STK CL A 02079K305   416,460 2,200 SH   OTR 2 0 0 2,200
ARES CAPITAL CORP COM 04010L103   306,460 14,000 SH   OTR 2 0 0 14,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   814,565 2,050 SH   OTR 1,2 0 0 2,050
BLACKSTONE INC COM 09260D107   1,551,780 9,000 SH   OTR 2 0 0 9,000
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   334,597 17,080 SH   OTR 2 0 0 17,080
ENTERPRISE PRODS PARTNERS L COM 293792107   439,040 14,000 SH   OTR 2 0 0 14,000
EXXON MOBIL CORP COM 30231G102   215,140 2,000 SH   OTR 2 0 0 2,000
META PLATFORMS INC CL A 30303M102   322,031 550 SH   OTR 2 0 0 550
FISERV INC COM 337738108   390,298 1,900 SH   OTR 2 0 0 1,900
GRAHAM HLDGS CO COM CL B 384637104   466,477 535 SH   OTR 1 0 0 535
HOME DEPOT INC COM 437076102   243,119 625 SH   OTR 2 0 0 625
JPMORGAN CHASE & CO. COM 46625H100   359,565 1,500 SH   OTR 2 0 0 1,500
KIMBELL RTY PARTNERS LP UNIT 49435R102   329,469 20,300 SH   OTR 2 0 0 20,300
MPLX LP COM UNIT REP LTD 55336V100   683,967 14,291 SH   OTR 2 0 0 14,291
MERCK & CO INC COM 58933Y105   328,284 3,300 SH   OTR 2 0 0 3,300
MICROSOFT CORP COM 594918104   442,575 1,050 SH   OTR 2 0 0 1,050
PHILIP MORRIS INTL INC COM 718172109   300,875 2,500 SH   OTR 2 0 0 2,500
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   275,700 15,000 SH   OTR 2 0 0 15,000
REPUBLIC SVCS INC COM 760759100   201,180 1,000 SH   OTR 1 0 0 1,000
SPDR GOLD TR GOLD SHS 78463V107   280,871 1,160 SH   OTR 2 0 0 1,160
SPECTRAL AI INC COM CL A 84757T105   2,146,793 758,584 SH   OTR 2 0 0 758,584
VISA INC COM CL A 92826C839   221,228 700 SH   OTR 2 0 0 700
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   234,423 6,100 SH   OTR 2 0 0 6,100