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
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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   349,990 1,000 SH   SOLE   0 0 1,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   12,459,300 85,000 SH   SOLE   0 0 85,000
AMAZON COM INC COM 023135106   23,774,460 103,000 SH   SOLE   0 0 103,000
BLACKSTONE INC COM 09260D107   36,222,900 235,000 SH   SOLE   0 0 235,000
CASELLA WASTE SYS INC CL A 147448104   587,640 6,000 SH   SOLE   0 0 6,000
DAKTRONICS INC COM 234264109   7,908,000 400,000 SH   SOLE   0 0 400,000
DANAHER CORPORATION COM 235851102   13,277,360 58,000 SH   SOLE   0 0 58,000
DELL TECHNOLOGIES INC CL C 24703L202   3,776,400 30,000 SH   SOLE   0 0 30,000
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   13,178,983 1,228,237 SH   SOLE   0 0 1,228,237
HONEYWELL INTL INC COM 438516106   8,876,595 45,500 SH   SOLE   0 0 45,500
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,896,444 9,900 SH   SOLE   0 0 9,900
ISHARES TR MSCI ACWI ETF 464288257   333,916 2,360 SH   SOLE   0 0 2,360
KEYSIGHT TECHNOLOGIES INC COM 49338L103   16,092,648 79,200 SH   SOLE   0 0 79,200
DISTRIBUTION SOLUTIONS GRP I COM 520776105   2,352,774 85,899 SH   SOLE   0 0 85,899
MIRUM PHARMACEUTICALS INC COM 604749101   9,714,190 122,980 SH   SOLE   0 0 122,980
NORTH AMERN CONSTR GROUP LTD COM 656811106   132,003 9,186 SH   SOLE   0 0 9,186
PARSONS CORP DEL COM 70202L102   17,137,140 277,300 SH   SOLE   0 0 277,300
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,727,680 4,000 SH   SOLE   0 0 4,000
SPDR SERIES TRUST STATE STREET SPD 78464A698   12,962,000 200,000 SH   SOLE   0 0 200,000
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   7,150,956 81,800 SH   SOLE   0 0 81,800
SPX TECHNOLOGIES INC COM 78473E103   10,453,135 52,250 SH   SOLE   0 0 52,250
SPECTRAL AI INC COM CL A 84757T105   1,278,000 900,000 SH   SOLE   0 0 900,000
TEXAS CAP BANCSHARES INC COM 88224Q107   15,340,735 169,436 SH   SOLE   0 0 169,436
VERTIV HOLDINGS CO COM CL A 92537N108   47,561,114 293,569 SH   SOLE   0 0 293,569
LIBERTY GLOBAL LTD COM CL A G61188101   74,638 6,700 SH   OTR 1 0 0 6,700
WHITE MTNS INS GROUP LTD COM G9618E107   581,848 280 SH   OTR 1 0 0 280
AFFILIATED MANAGERS GROUP IN COM 008252108   67,746 235 SH   OTR 1 0 0 235
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   322,476 2,200 SH   OTR 2 0 0 2,200
ALPHABET INC CAP STK CL A 02079K305   688,600 2,200 SH   OTR 2 0 0 2,200
ARES CAPITAL CORP COM 04010L103   283,220 14,000 SH   OTR 2 0 0 14,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   766,541 1,525 SH   OTR 1,2 0 0 1,525
BLACKSTONE INC COM 09260D107   1,387,260 9,000 SH   OTR 2 0 0 9,000
CNX RES CORP COM 12653C108   56,074 1,525 SH   OTR 1 0 0 1,525
CABLE ONE INC COM 12685J105   22,457 199 SH   OTR 1 0 0 199
DORCHESTER MINERALS LP COM UNIT 25820R105   739,602 33,077 SH   OTR 2 0 0 33,077
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   281,649 17,080 SH   OTR 2 0 0 17,080
ENTERPRISE PRODS PARTNERS L COM 293792107   448,840 14,000 SH   OTR 2 0 0 14,000
EXXON MOBIL CORP COM 30231G102   240,680 2,000 SH   OTR 2 0 0 2,000
META PLATFORMS INC CL A 30303M102   363,050 550 SH   OTR 2 0 0 550
GCI LIBERTY INC COM SER C 36164V800   63,369 1,703 SH   OTR 1 0 0 1,703
GRAHAM HLDGS CO COM CL B 384637104   587,751 535 SH   OTR 1 0 0 535
HEARTLAND EXPRESS INC COM 422347104   23,659 2,620 SH   OTR 1 0 0 2,620
HOME DEPOT INC COM 437076102   215,063 625 SH   OTR 2 0 0 625
IAC INC COM NEW 44891N208   126,293 3,230 SH   OTR 1 0 0 3,230
INGLES MKTS INC CL A 457030104   45,243 660 SH   OTR 1 0 0 660
ISHARES TR CHINA LG-CAP ETF 464287184   229,740 6,000 SH   OTR 2 0 0 6,000
JPMORGAN CHASE & CO. COM 46625H100   483,330 1,500 SH   OTR 2 0 0 1,500
JOHNSON OUTDOORS INC CL A 479167108   49,879 1,175 SH   OTR 1 0 0 1,175
KIMBELL RTY PARTNERS LP UNIT 49435R102   258,720 22,000 SH   OTR 2 0 0 22,000
LIBERTY BROADBAND CORP COM SER C 530307305   25,952 534 SH   OTR 1 0 0 534
LOEWS CORP COM 540424108   129,005 1,225 SH   OTR 1 0 0 1,225
MPLX LP COM UNIT REP LTD 55336V100   762,711 14,291 SH   OTR 2 0 0 14,291
MERCK & CO INC COM 58933Y105   347,358 3,300 SH   OTR 2 0 0 3,300
MICROSOFT CORP COM 594918104   507,801 1,050 SH   OTR 2 0 0 1,050
MOHAWK INDS INC COM 608190104   98,370 900 SH   OTR 1 0 0 900
MOLSON COORS BEVERAGE CO CL B 60871R209   81,923 1,755 SH   OTR 1 0 0 1,755
ORACLE CORP COM 68389X105   228,045 1,170 SH   OTR 2 0 0 1,170
PHILIP MORRIS INTL INC COM 718172109   401,000 2,500 SH   OTR 2 0 0 2,500
PHILLIPS 66 COM 718546104   258,080 2,000 SH   OTR 2 0 0 2,000
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   287,100 15,000 SH   OTR 2 0 0 15,000
POST HLDGS INC COM 737446104   33,182 335 SH   OTR 1 0 0 335
PROCTER AND GAMBLE CO COM 742718109   114,648 800 SH   OTR 1 0 0 800
REPUBLIC SVCS INC COM 760759100   211,930 1,000 SH   OTR 1 0 0 1,000
SPDR GOLD TR GOLD SHS 78463V107   459,720 1,160 SH   OTR 2 0 0 1,160
SLB LIMITED COM STK 806857108   193,435 5,040 SH   OTR 2 0 0 5,040
SEABOARD CORP DEL COM 811543107   106,676 24 SH   OTR 1 0 0 24
VISA INC COM CL A 92826C839   245,497 700 SH   OTR 2 0 0 700
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   240,950 6,100 SH   OTR 2 0 0 6,100