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
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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   25,036,268 165,880 SH   SOLE   165,880 0 0
AMAZON COM INC COM 023135106   32,284,412 178,980 SH   SOLE   178,980 0 0
ARISTA NETWORKS INC COM 040413106   5,799,600 20,000 SH Put SOLE   20,000 0 0
ARISTA NETWORKS INC COM 040413106   20,791,566 71,700 SH   SOLE   71,700 0 0
ASA GOLD AND PRECIOUS MTLS L SHS G3156P103   1,879,311 122,351 SH   SOLE   122,351 0 0
ATI INC COM 01741R102   10,234,000 200,000 SH   SOLE   200,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   165,588,840 261 SH   SOLE   261 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   53,870,715 128,105 SH   SOLE   128,105 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   67,283,200 160,000 SH Put SOLE   160,000 0 0
CARMAX INC COM 143130102   8,711,000 100,000 SH   SOLE   100,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,778,190 13,000 SH   SOLE   13,000 0 0
CHEWY INC CL A 16679L109   930,401 58,479 SH   SOLE   58,479 0 0
CONOCOPHILLIPS COM 20825C104   6,364,000 50,000 SH Call SOLE   50,000 0 0
CONOCOPHILLIPS COM 20825C104   38,835,546 305,119 SH   SOLE   305,119 0 0
CORTEVA INC COM 22052L104   31,718,500 550,000 SH   SOLE   550,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   12,454,710 17,000 SH Put SOLE   17,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   37,178,042 50,746 SH   SOLE   50,746 0 0
COURSERA INC COM 22266M104   8,412,000 600,000 SH   SOLE   600,000 0 0
DEXCOM INC COM 252131107   27,740,000 200,000 SH Put SOLE   200,000 0 0
DOORDASH INC CL A 25809K105   6,886,000 50,000 SH   SOLE   50,000 0 0
FIRSTENERGY CORP COM 337932107   10,773,512 278,962 SH   SOLE   278,962 0 0
FREEPORT-MCMORAN INC CL B 35671D857   14,861,894 316,076 SH   SOLE   316,076 0 0
GAMESTOP CORP NEW CL A 36467W109   3,581,972 286,100 SH Put SOLE   286,100 0 0
HAWAIIAN HOLDINGS INC COM 419879101   3,999,000 300,000 SH   SOLE   300,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   113,544,000 1,200,000 SH Call SOLE   1,200,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   113,884,632 1,203,600 SH   SOLE   1,203,600 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   11,004,000 200,000 SH   SOLE   200,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   24,568,966 205,753 SH   SOLE   205,753 0 0
MARATHON PETE CORP COM 56585A102   7,531,667 37,378 SH   SOLE   37,378 0 0
MICRON TECHNOLOGY INC COM 595112103   38,903,700 330,000 SH Call SOLE   330,000 0 0
MICRON TECHNOLOGY INC COM 595112103   47,156,000 400,000 SH Put SOLE   400,000 0 0
MICRON TECHNOLOGY INC COM 595112103   129,630,901 1,099,592 SH   SOLE   1,099,592 0 0
NVIDIA CORPORATION COM 67066G104   78,241,068 86,592 SH   SOLE   86,592 0 0
ON SEMICONDUCTOR CORP COM 682189105   11,948,345 162,452 SH   SOLE   162,452 0 0
ON SEMICONDUCTOR CORP COM 682189105   40,452,500 550,000 SH Put SOLE   550,000 0 0
PUBLIC STORAGE COM 74460D109   15,286,162 52,700 SH Put SOLE   52,700 0 0
RANGE RES CORP COM 75281A109   4,254,309 123,564 SH   SOLE   123,564 0 0
REGENXBIO INC COM 75901B107   7,986,773 379,059 SH   SOLE   379,059 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   3,285,000 300,000 SH Put SOLE   300,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   23,028,934 199,195 SH   SOLE   199,195 0 0
SPDR GOLD TR GOLD SHS 78463V107   20,572,000 100,000 SH Call SOLE   100,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   61,716,000 300,000 SH Put SOLE   300,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   107,422,458 522,178 SH   SOLE   522,178 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,897,800 20,000 SH Call SOLE   20,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   11,861,250 125,000 SH   SOLE   125,000 0 0
TESLA INC COM 88160R101   7,031,600 40,000 SH Put SOLE   40,000 0 0
TESLA INC COM 88160R101   18,829,218 107,112 SH   SOLE   107,112 0 0
TJX COS INC NEW COM 872540109   15,306,611 150,923 SH   SOLE   150,923 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   7,905,000 250,000 SH Call SOLE   250,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   23,054,142 729,100 SH   SOLE   729,100 0 0
VIATRIS INC COM 92556V106   1,194,000 100,000 SH   SOLE   100,000 0 0
WALMART INC COM 931142103   9,344,642 155,304 SH   SOLE   155,304 0 0
WOLFSPEED INC COM 977852102   16,777,889 568,742 SH   SOLE   568,742 0 0
YELP INC CL A 985817105   15,760,000 400,000 SH Put SOLE   400,000 0 0