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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
ALPHABET INC CAP STK CL A 02079K305   10,316,850 54,500 SH   SOLE   54,500 0 0
AMAZON COM INC COM 023135106   17,222,115 78,500 SH   SOLE   78,500 0 0
ANTERO RESOURCES CORP COM 03674X106   13,048,028 372,269 SH   SOLE   372,269 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   11,505,128 16,600 SH   SOLE   16,600 0 0
ECHOSTAR CORP CL A 278768106   34,786,589 1,519,065 SH   SOLE   1,519,065 0 0
EXPAND ENERGY CORPORATION COM 165167735   8,362,200 84,000 SH   SOLE   84,000 0 0
MICROSOFT CORP COM 594918104   8,598,600 20,400 SH   SOLE   20,400 0 0
NPK INTERNATIONAL INC COM SHS 651718504   8,398,282 1,094,952 SH   SOLE   1,094,952 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   9,828,306 769,038 SH   SOLE   769,038 0 0
TRANSDIGM GROUP INC COM 893641100   8,364,048 6,600 SH   SOLE   6,600 0 0