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   3,542,601 31,100 SH   SOLE   31,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   408,415 4,900 SH   SOLE   4,900 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   2,387,693 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   12,580,470 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   14,743,080 102,000 SH   SOLE   102,000 0 0
BANK AMERICA CORP COM 060505104   3,371,075 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,147,124 3,364 SH   SOLE   3,364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   8,492,560 132,800 SH   SOLE   132,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   4,538,440 136,700 SH   SOLE   136,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,382,027 6,484 SH   SOLE   6,484 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   4,005,640 239,000 SH   SOLE   239,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   1,125,646 16,600 SH   SOLE   16,600 0 0
CREDIT ACCEP CORP MICH COM 225310101   619,675 1,220 SH   SOLE   1,220 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,710,594 51,940 SH   SOLE   51,940 0 0
EXXON MOBIL CORP COM 30231G102   17,245,800 160,800 SH   SOLE   160,800 0 0
FORD MTR CO DEL COM 345370860   9,037,149 597,300 SH   SOLE   597,300 0 0
GLOBAL PMTS INC COM 37940X102   2,270,886 23,050 SH   SOLE   23,050 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   5,999,244 18,600 SH   SOLE   18,600 0 0
JPMORGAN CHASE & CO COM 46625H100   637,027 4,380 SH   SOLE   4,380 0 0
LITHIA MTRS INC COM 536797103   1,868,756 6,145 SH   SOLE   6,145 0 0
MARVELL TECHNOLOGY INC COM 573874104   7,741,510 129,500 SH   SOLE   129,500 0 0
MATCH GROUP INC NEW COM 57667L107   1,134,135 27,100 SH   SOLE   27,100 0 0
META PLATFORMS INC CL A 30303M102   3,991,031 13,907 SH   SOLE   13,907 0 0
MICRON TECHNOLOGY INC COM 595112103   5,130,843 81,300 SH   SOLE   81,300 0 0
NETFLIX INC COM 64110L106   1,167,298 2,650 SH   SOLE   2,650 0 0
OVINTIV INC COM 69047Q102   6,088,345 159,925 SH   SOLE   159,925 0 0
PAYPAL HLDGS INC COM 70450Y103   907,528 13,600 SH   SOLE   13,600 0 0
PIMCO MUN INCOME FD III COM 72201A103   687,945 85,459 SH   SOLE   85,459 0 0
QUALCOMM INC COM 747525103   6,981,696 58,650 SH   SOLE   58,650 0 0
SCHLUMBERGER LTD COM STK 806857108   6,336,480 129,000 SH   SOLE   129,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   1,003,277 22,300 SH   SOLE   22,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   595,428 5,900 SH   SOLE   5,900 0 0
TERADYNE INC COM 880770102   1,213,497 10,900 SH   SOLE   10,900 0 0
THE CIGNA GROUP COM 125523100   8,617,226 30,710 SH   SOLE   30,710 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,196,313 2,489 SH   SOLE   2,489 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,461,762 173,750 SH   SOLE   173,750 0 0
WELLS FARGO CO NEW COM 949746101   4,285,072 100,400 SH   SOLE   100,400 0 0