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   386,880 1,000 SH   SOLE   0 0 1,000
ADVANCED MICRO DEVICES INC COM 007903107   5,108,400 36,000 SH   SOLE   0 0 36,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   9,639,850 85,000 SH   SOLE   0 0 85,000
AMAZON COM INC COM 023135106   22,597,170 103,000 SH   SOLE   0 0 103,000
BLACKSTONE INC COM 09260D107   35,151,300 235,000 SH   SOLE   0 0 235,000
CASELLA WASTE SYS INC CL A 147448104   692,280 6,000 SH   SOLE   0 0 6,000
DAKTRONICS INC COM 234264109   6,048,000 400,000 SH   SOLE   0 0 400,000
DANAHER CORPORATION COM 235851102   11,062,240 56,000 SH   SOLE   0 0 56,000
DELL TECHNOLOGIES INC CL C 24703L202   3,678,000 30,000 SH   SOLE   0 0 30,000
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   17,576,079 1,488,237 SH   SOLE   0 0 1,488,237
HONEYWELL INTL INC COM 438516106   10,596,040 45,500 SH   SOLE   0 0 45,500
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,799,226 9,900 SH   SOLE   0 0 9,900
ISHARES TR MSCI ACWI ETF 464288257   303,496 2,360 SH   SOLE   0 0 2,360
KEYSIGHT TECHNOLOGIES INC COM 49338L103   12,977,712 79,200 SH   SOLE   0 0 79,200
MIRUM PHARMACEUTICALS INC COM 604749101   6,258,452 122,980 SH   SOLE   0 0 122,980
PARSONS CORP DEL COM 70202L102   8,755,940 122,000 SH   SOLE   0 0 122,000
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,471,400 4,000 SH   SOLE   0 0 4,000
SPDR SERIES TRUST S&P REGL BKG 78464A698   11,878,000 200,000 SH   SOLE   0 0 200,000
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   6,773,040 81,800 SH   SOLE   0 0 81,800
SPX TECHNOLOGIES INC COM 78473E103   6,916,800 41,250 SH   SOLE   0 0 41,250
SPECTRAL AI INC COM CL A 84757T105   350,712 141,416 SH   SOLE   0 0 141,416
TEXAS CAP BANCSHARES INC COM 88224Q107   13,453,218 169,436 SH   SOLE   0 0 169,436
VERTIV HOLDINGS CO COM CL A 92537N108   45,401,795 353,569 SH   SOLE   0 0 353,569
WILLSCOT HLDGS CORP COM CL A 971378104   6,844,520 249,800 SH   SOLE   0 0 249,800
WHITE MTNS INS GROUP LTD COM G9618E107   502,802 280 SH   OTR 1 0 0 280
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   249,502 2,200 SH   OTR 2 0 0 2,200
ALPHABET INC CAP STK CL A 02079K305   387,706 2,200 SH   OTR 2 0 0 2,200
ARES CAPITAL CORP COM 04010L103   307,440 14,000 SH   OTR 2 0 0 14,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   740,799 1,525 SH   OTR 1,2 0 0 1,525
BLACKSTONE INC COM 09260D107   1,346,220 9,000 SH   OTR 2 0 0 9,000
DORCHESTER MINERALS LP COM UNIT 25820R105   921,525 33,077 SH   OTR 2 0 0 33,077
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   309,660 17,080 SH   OTR 2 0 0 17,080
ENTERPRISE PRODS PARTNERS L COM 293792107   434,140 14,000 SH   OTR 2 0 0 14,000
EXXON MOBIL CORP COM 30231G102   215,600 2,000 SH   OTR 2 0 0 2,000
META PLATFORMS INC CL A 30303M102   405,950 550 SH   OTR 2 0 0 550
FISERV INC COM 337738108   327,579 1,900 SH   OTR 2 0 0 1,900
GRAHAM HLDGS CO COM CL B 384637104   506,201 535 SH   OTR 1 0 0 535
HOME DEPOT INC COM 437076102   229,150 625 SH   OTR 2 0 0 625
ISHARES TR CHINA LG-CAP ETF 464287184   220,560 6,000 SH   OTR 2 0 0 6,000
JPMORGAN CHASE & CO. COM 46625H100   434,865 1,500 SH   OTR 2 0 0 1,500
KIMBELL RTY PARTNERS LP UNIT 49435R102   307,120 22,000 SH   OTR 2 0 0 22,000
MPLX LP COM UNIT REP LTD 55336V100   736,129 14,291 SH   OTR 2 0 0 14,291
MERCK & CO INC COM 58933Y105   261,228 3,300 SH   OTR 2 0 0 3,300
MICROSOFT CORP COM 594918104   522,281 1,050 SH   OTR 2 0 0 1,050
ORACLE CORP COM 68389X105   255,797 1,170 SH   OTR 2 0 0 1,170
PHILIP MORRIS INTL INC COM 718172109   455,325 2,500 SH   OTR 2 0 0 2,500
PHILLIPS 66 COM 718546104   238,600 2,000 SH   OTR 2 0 0 2,000
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   291,450 15,000 SH   OTR 2 0 0 15,000
REPUBLIC SVCS INC COM 760759100   246,610 1,000 SH   OTR 1 0 0 1,000
SPDR GOLD TR GOLD SHS 78463V107   353,603 1,160 SH   OTR 2 0 0 1,160
SPECTRAL AI INC COM CL A 84757T105   1,881,288 758,584 SH   OTR 2 0 0 758,584
VISA INC COM CL A 92826C839   248,535 700 SH   OTR 2 0 0 700
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   236,070 6,100 SH   OTR 2 0 0 6,100