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
AERCAP HOLDINGS NV SHS N00985106   8,340,893 68,933 SH   SOLE   68,933 0 0
AIR LEASE CORP CL A 00912X302   2,848,083 44,746 SH   SOLE   44,746 0 0
ALLY FINL INC COM 02005N100   4,334,030 110,562 SH   SOLE   110,562 0 0
ALPHABET INC CAP STK CL A 02079K305   2,880,249 11,848 SH   SOLE   11,848 0 0
ALPHABET INC CAP STK CL C 02079K107   5,732,436 23,537 SH   SOLE   23,537 0 0
AMCOR PLC ORD G0250X107   3,101,177 379,117 SH   SOLE   379,117 0 0
APPLIED MATLS INC COM 038222105   4,180,791 20,420 SH   SOLE   20,420 0 0
ARROW ELECTRS INC COM 042735100   9,543,875 78,875 SH   SOLE   78,875 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,854,897 2,949 SH   SOLE   2,949 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   3,771,000 5 SH   SOLE   5 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   689,257 1,371 SH   SOLE   1,371 0 0
BOOKING HOLDINGS INC COM 09857L108   8,174,495 1,514 SH   SOLE   1,514 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,894,399 54,529 SH   SOLE   54,529 0 0
CAPITAL ONE FINL CORP COM 14040H105   4,501,594 21,176 SH   SOLE   21,176 0 0
CARMAX INC COM 143130102   1,942,916 43,301 SH   SOLE   43,301 0 0
CENTENE CORP DEL COM 15135B101   488,067 13,679 SH   SOLE   13,679 0 0
CENTENE CORP DEL CALL 15135B901   1,819,663 351,900 SH Call SOLE   351,900 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   2,482,208 7,682 SH   SOLE   7,682 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   5,410,806 24,093 SH   SOLE   24,093 0 0
GENPACT LIMITED SHS G3922B107   6,324,343 150,975 SH   SOLE   150,975 0 0
GLOBE LIFE INC COM 37959E102   7,634,741 53,401 SH   SOLE   53,401 0 0
HCA HEALTHCARE INC COM 40412C101   6,587,773 15,457 SH   SOLE   15,457 0 0
LGI HOMES INC COM 50187T106   899,754 17,400 SH   SOLE   17,400 0 0
M/I HOMES INC COM 55305B101   1,205,641 8,347 SH   SOLE   8,347 0 0
MARKEL GROUP INC COM 570535104   3,614,382 1,891 SH   SOLE   1,891 0 0
MASCO CORP COM 574599106   4,455,546 63,298 SH   SOLE   63,298 0 0
MERITAGE HOMES CORP COM 59001A102   1,003,663 13,857 SH   SOLE   13,857 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   6,323,100 105,000 SH   SOLE   105,000 0 0
SCHLUMBERGER LTD COM STK 806857108   3,835,898 111,606 SH   SOLE   111,606 0 0
SYNCHRONY FINANCIAL COM 87165B103   7,915,467 111,407 SH   SOLE   111,407 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,054,590 18,098 SH   SOLE   18,098 0 0
TD SYNNEX CORPORATION COM 87162W100   6,042,048 36,898 SH   SOLE   36,898 0 0
TEXAS INSTRS INC COM 882508104   4,042,060 22,000 SH   SOLE   22,000 0 0
THE CIGNA GROUP COM 125523100   6,346,689 22,018 SH   SOLE   22,018 0 0
TITAN MACHY INC COM 88830R101   4,795,223 286,453 SH   SOLE   286,453 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,707,497 7,841 SH   SOLE   7,841 0 0