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
ADVANCED MICRO DEVICES INC COM 007903107   3,048,111 31,100 SH   SOLE   31,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   500,682 4,900 SH   SOLE   4,900 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   990,304 21,890 SH   SOLE   21,890 0 0
ALPHABET INC CAP STK CL A 02079K305   10,902,023 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   12,528,660 102,000 SH   SOLE   102,000 0 0
BANK AMERICA CORP COM 060505104   3,360,500 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,038,702 3,364 SH   SOLE   3,364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   9,204,368 132,800 SH   SOLE   132,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   4,800,904 136,700 SH   SOLE   136,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,143,994 3,199 SH   SOLE   3,199 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   4,380,870 239,000 SH   SOLE   239,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   489,468 8,400 SH   SOLE   8,400 0 0
CREDIT ACCEP CORP MICH COM 225310101   531,969 1,220 SH   SOLE   1,220 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,727,734 51,940 SH   SOLE   51,940 0 0
EXXON MOBIL CORP COM 30231G102   17,633,328 160,800 SH   SOLE   160,800 0 0
FORD MTR CO DEL COM 345370860   7,525,980 597,300 SH   SOLE   597,300 0 0
GLOBAL PMTS INC COM 37940X102   2,425,782 23,050 SH   SOLE   23,050 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   6,084,246 18,600 SH   SOLE   18,600 0 0
JPMORGAN CHASE & CO COM 46625H100   570,758 4,380 SH   SOLE   4,380 0 0
LITHIA MTRS INC COM 536797103   976,386 4,265 SH   SOLE   4,265 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,607,350 129,500 SH   SOLE   129,500 0 0
META PLATFORMS INC CL A 30303M102   2,947,450 13,907 SH   SOLE   13,907 0 0
MICRON TECHNOLOGY INC COM 595112103   4,905,642 81,300 SH   SOLE   81,300 0 0
NETFLIX INC COM 64110L106   915,522 2,650 SH   SOLE   2,650 0 0
OVINTIV INC COM 69047Q102   6,073,166 168,325 SH   SOLE   168,325 0 0
PAYPAL HLDGS INC COM 70450Y103   1,032,784 13,600 SH   SOLE   13,600 0 0
PIMCO MUN INCOME FD III COM 72201A103   710,164 85,459 SH   SOLE   85,459 0 0
QUALCOMM INC COM 747525103   8,528,723 66,850 SH   SOLE   66,850 0 0
SCHLUMBERGER LTD COM STK 806857108   6,333,900 129,000 SH   SOLE   129,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   1,115,446 22,300 SH   SOLE   22,300 0 0
THE CIGNA GROUP COM 125523100   7,847,326 30,710 SH   SOLE   30,710 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,176,277 2,489 SH   SOLE   2,489 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,757,137 173,750 SH   SOLE   173,750 0 0
WELLS FARGO CO NEW COM 949746101   3,752,952 100,400 SH   SOLE   100,400 0 0