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   4,325,354 42,100 SH   SOLE   42,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   647,927 4,900 SH   SOLE   4,900 0 0
ALIGN TECHNOLOGY INC COM 016255101   3,359,889 21,150 SH   SOLE   21,150 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   4,045,884 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   16,252,664 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   13,472,360 92,836 SH   SOLE   92,836 0 0
BANK AMERICA CORP COM 060505104   4,903,275 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,791,599 3,364 SH   SOLE   3,364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   8,099,472 132,800 SH   SOLE   132,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,171,925 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,821,834 7,657 SH   SOLE   7,657 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   2,509,123 32,799 SH   SOLE   32,799 0 0
COMFORT SYS USA INC COM 199908104   2,533,514 7,860 SH   SOLE   7,860 0 0
CONSOL ENERGY INC NEW COM 20854L108   1,642,230 21,300 SH   SOLE   21,300 0 0
CREDIT ACCEP CORP MICH COM 225310101   629,947 1,220 SH   SOLE   1,220 0 0
DUPONT DE NEMOURS INC COM 26614N102   4,028,239 53,940 SH   SOLE   53,940 0 0
EVEREST GROUP LTD COM G3223R108   2,812,174 7,740 SH   SOLE   7,740 0 0
EXXON MOBIL CORP COM 30231G102   19,123,944 160,800 SH   SOLE   160,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106   1,698,093 71,710 SH   SOLE   71,710 0 0
GLOBAL PMTS INC COM 37940X102   3,490,848 35,650 SH   SOLE   35,650 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   12,673,928 23,200 SH   SOLE   23,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   5,925,850 29,705 SH   SOLE   29,705 0 0
ITRON INC COM 465741106   2,823,282 26,950 SH   SOLE   26,950 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,074,414 4,380 SH   SOLE   4,380 0 0
LEIDOS HOLDINGS INC COM 525327102   2,250,934 16,681 SH   SOLE   16,681 0 0
LITHIA MTRS INC COM 536797103   3,158,197 10,759 SH   SOLE   10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,053,356 130,800 SH   SOLE   130,800 0 0
META PLATFORMS INC CL A 30303M102   8,015,439 13,907 SH   SOLE   13,907 0 0
MICRON TECHNOLOGY INC COM 595112103   7,507,296 86,400 SH   SOLE   86,400 0 0
NETFLIX INC COM 64110L106   2,471,205 2,650 SH   SOLE   2,650 0 0
ON HLDG AG NAMEN AKT A H5919C104   2,771,352 63,100 SH   SOLE   63,100 0 0
OVINTIV INC COM 69047Q102   6,844,790 159,925 SH   SOLE   159,925 0 0
PAYPAL HLDGS INC COM 70450Y103   3,311,437 50,750 SH   SOLE   50,750 0 0
QUALCOMM INC COM 747525103   9,009,227 58,650 SH   SOLE   58,650 0 0
SCHLUMBERGER LTD COM STK 806857108   5,392,200 129,000 SH   SOLE   129,000 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853   4,218,049 103,485 SH   SOLE   103,485 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,635,700 33,950 SH   SOLE   33,950 0 0
THE CIGNA GROUP COM 125523100   10,103,590 30,710 SH   SOLE   30,710 0 0
TWILIO INC CL A 90138F102   2,966,673 30,300 SH   SOLE   30,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,303,614 2,489 SH   SOLE   2,489 0 0
VAIL RESORTS INC COM 91879Q109   2,343,973 14,648 SH   SOLE   14,648 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   7,881,300 173,750 SH   SOLE   173,750 0 0
WELLS FARGO CO NEW COM 949746101   7,638,456 106,400 SH   SOLE   106,400 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   2,888,280 213,000 SH   SOLE   213,000 0 0