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
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   900,474 22,300 SH   SOLE   22,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,014,347 31,100 SH   SOLE   31,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   431,641 4,900 SH   SOLE   4,900 0 0
ALPHABET INC CAP STK CL A 02079K305   9,272,973 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   9,932,760 102,000 SH   SOLE   102,000 0 0
BANK AMERICA CORP COM 060505104   3,891,600 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,039,140 3,364 SH   SOLE   3,364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   9,554,960 132,800 SH   SOLE   132,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   5,465,266 136,700 SH   SOLE   136,700 0 0
CIGNA CORP NEW COM 125523100   10,175,452 30,710 SH   SOLE   30,710 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,084,781 3,199 SH   SOLE   3,199 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   3,850,290 239,000 SH   SOLE   239,000 0 0
CREDIT ACCEP CORP MICH COM 225310101   578,768 1,220 SH   SOLE   1,220 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,564,642 51,940 SH   SOLE   51,940 0 0
EXXON MOBIL CORP COM 30231G102   17,736,240 160,800 SH   SOLE   160,800 0 0
META PLATFORMS INC CL A 30303M102   1,673,568 13,907 SH   SOLE   13,907 0 0
FORD MTR CO DEL COM 345370860   6,946,599 597,300 SH   SOLE   597,300 0 0
GLOBAL PMTS INC COM 37940X102   2,289,326 23,050 SH   SOLE   23,050 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   6,386,868 18,600 SH   SOLE   18,600 0 0
JPMORGAN CHASE & CO COM 46625H100   587,358 4,380 SH   SOLE   4,380 0 0
LITHIA MTRS INC COM 536797103   873,216 4,265 SH   SOLE   4,265 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,796,680 129,500 SH   SOLE   129,500 0 0
MICRON TECHNOLOGY INC COM 595112103   4,063,374 81,300 SH   SOLE   81,300 0 0
NETFLIX INC COM 64110L106   781,432 2,650 SH   SOLE   2,650 0 0
OVINTIV INC COM 69047Q102   8,535,761 168,325 SH   SOLE   168,325 0 0
PIMCO MUN INCOME FD III COM 72201A103   929,827 106,754 SH   SOLE   106,754 0 0
QUALCOMM INC COM 747525103   7,349,489 66,850 SH   SOLE   66,850 0 0
SCHLUMBERGER LTD COM STK 806857108   6,896,340 129,000 SH   SOLE   129,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,319,618 2,489 SH   SOLE   2,489 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,845,750 173,750 SH   SOLE   173,750 0 0
WELLS FARGO CO NEW COM 949746101   4,145,516 100,400 SH   SOLE   100,400 0 0