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   243,080 1,000 SH   SOLE   0 0 1,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,664,100 85,000 SH   SOLE   0 0 85,000
AMAZON COM INC COM 023135106   21,660,080 104,000 SH   SOLE   0 0 104,000
BLACKSTONE INC COM 09260D107   26,401,704 229,600 SH   SOLE   0 0 229,600
CASELLA WASTE SYS INC CL A 147448104   476,040 6,000 SH   SOLE   0 0 6,000
DAKTRONICS INC COM 234264109   7,820,000 400,000 SH   SOLE   0 0 400,000
DANAHER CORP DEL COM 235851102   10,996,800 58,000 SH   SOLE   0 0 58,000
DELL TECHNOLOGIES INC CL C 24703L202   4,923,900 30,000 SH   SOLE   0 0 30,000
GUIDEWIRE SOFTWARE INC COM 40171V100   4,935,480 33,000 SH   SOLE   0 0 33,000
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,900,008 9,900 SH   SOLE   0 0 9,900
ISHARES TR MSCI ACWI ETF 464288257   326,553 2,360 SH   SOLE   0 0 2,360
KEYSIGHT TECHNOLOGIES INC COM 49338L103   22,363,704 79,200 SH   SOLE   0 0 79,200
DISTRIBUTION SOLUTIONS GRP I COM 520776105   2,253,990 85,899 SH   SOLE   0 0 85,899
MIRUM PHARMACEUTICALS INC COM 604749101   11,360,892 122,980 SH   SOLE   0 0 122,980
PARSONS CORP DEL COM 70202L102   13,862,103 255,900 SH   SOLE   0 0 255,900
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   2,601,360 4,000 SH   SOLE   0 0 4,000
SPDR SERIES TRUST STATE STREET SPD 78464A698   6,515,000 100,000 SH   SOLE   0 0 100,000
SS&C TECH HLDGS COM 78467J100   5,527,226 81,800 SH   SOLE   0 0 81,800
SPX TECHNOLOGIES INC COM 78473E103   10,446,865 52,250 SH   SOLE   0 0 52,250
SPECTRAL AI INC COM CL A 84757T105   1,323,000 900,000 SH   SOLE   0 0 900,000
SOMNIGROUP INTERNATIONAL INC COM 88023U101   1,034,880 14,000 SH   SOLE   0 0 14,000
TEXAS CAP BANCSHARES INC COM 88224Q107   11,750,129 123,842 SH   SOLE   0 0 123,842
VERTIV HOLDINGS CO COM CL A 92537N108   66,045,120 263,569 SH   SOLE   0 0 263,569
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   276,012 2,200 SH   OTR 1 0 0 2,200
ALPHABET INC CAP STK CL A 02079K305   632,632 2,200 SH   OTR 1 0 0 2,200
ARES CAPITAL CORP COM 04010L103   252,280 14,000 SH   OTR 1 0 0 14,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   347,420 725 SH   OTR 1 0 0 725
BLACKSTONE INC COM 09260D107   1,034,910 9,000 SH   OTR 1 0 0 9,000
DORCHESTER MINERALS L P COM UNIT 25820R105   896,387 33,077 SH   OTR 1 0 0 33,077
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   329,644 17,080 SH   OTR 1 0 0 17,080
ENTERPRISE PRODS PARTNERS L COM 293792107   529,760 14,000 SH   OTR 1 0 0 14,000
EXXON MOBIL CORP COM 30231G102   339,320 2,000 SH   OTR 1 0 0 2,000
META PLATFORMS INC CL A 30303M102   314,672 550 SH   OTR 1 0 0 550
HOME DEPOT INC COM 437076102   205,556 625 SH   OTR 1 0 0 625
ISHARES TR CHINA LG-CAP ETF 464287184   215,400 6,000 SH   OTR 1 0 0 6,000
JPMORGAN CHASE & CO COM 46625H100   441,240 1,500 SH   OTR 1 0 0 1,500
KIMBELL RTY PARTNERS LP UNIT 49435R102   318,340 22,000 SH   OTR 1 0 0 22,000
MPLX LP COM UNIT REP LTD 55336V100   815,587 14,291 SH   OTR 1 0 0 14,291
MERCK & CO INC COM 58933Y105   396,957 3,300 SH   OTR 1 0 0 3,300
MICROSOFT CORP COM 594918104   388,679 1,050 SH   OTR 1 0 0 1,050
PHILIP MORRIS INTL INC COM 718172109   413,350 2,500 SH   OTR 1 0 0 2,500
PHILLIPS 66 COM 718546104   364,360 2,000 SH   OTR 1 0 0 2,000
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   364,200 15,000 SH   OTR 1 0 0 15,000
SPDR GOLD TR GOLD SHS 78463V107   499,136 1,160 SH   OTR 1 0 0 1,160
SLB LIMITED COM STK 806857108   259,006 5,040 SH   OTR 1 0 0 5,040
VISA INC COM CL A 92826C839   211,568 700 SH   OTR 1 0 0 700
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   251,137 6,100 SH   OTR 1 0 0 6,100