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
ALPHABET INC CAP STK CL A 02079K305   2,394,918 23,088 SH   SOLE   23,088 0 0
ALPHABET INC CAP STK CL C 02079K107   847,600 8,150 SH   SOLE   8,150 0 0
AMAZON COM INC COM 023135106   330,528 3,200 SH   SOLE   3,200 0 0
ANTERO MIDSTREAM CORP COM 03676B102   23,622,074 2,251,866 SH   SOLE   2,251,866 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   499,604,316 7,910,138 SH   SOLE   7,910,138 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   58,156,350 276,935 SH   SOLE   276,935 0 0
AUTONATION INC COM 05329W102   33,627,621 250,280 SH   SOLE   250,280 0 0
BANK AMERICA CORP COM 060505104   415,615 14,532 SH   SOLE   14,532 0 0
BRUNSWICK CORP COM 117043109   1,010,896 12,328 SH   SOLE   12,328 0 0
COMCAST CORP NEW CL A 20030N101   1,178,774 31,094 SH   SOLE   31,094 0 0
D R HORTON INC COM 23331A109   154,405,590 1,580,567 SH   SOLE   1,580,567 0 0
ELEVANCE HEALTH INC COM 036752103   498,787,174 1,084,768 SH   SOLE   1,084,768 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   123,831,319 6,833,958 SH   SOLE   6,833,958 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   317,362,942 9,085,684 SH   SOLE   9,085,684 0 0
FIRST AMERN FINL CORP COM 31847R102   2,666,114 47,900 SH   SOLE   47,900 0 0
HCA HEALTHCARE INC COM 40412C101   10,191,759 38,652 SH   SOLE   38,652 0 0
JPMORGAN CHASE & CO COM 46625H100   221,233,412 1,697,747 SH   SOLE   1,697,747 0 0
LENNAR CORP CL A 526057104   91,959,688 874,890 SH   SOLE   874,890 0 0
LITHIA MTRS INC COM 536797103   244,914,350 1,069,822 SH   SOLE   1,069,822 0 0
MICROSOFT CORP COM 594918104   490,110 1,700 SH   SOLE   1,700 0 0
MOODYS CORP COM 615369105   963,963 3,150 SH   SOLE   3,150 0 0
ONEMAIN HLDGS INC COM 68268W103   196,286,391 5,293,592 SH   SOLE   5,293,592 0 0
PRIMERICA INC COM 74164M108   370,513,904 2,151,149 SH   SOLE   2,151,149 0 0
PROGRESSIVE CORP COM 743315103   249,783 1,746 SH   SOLE   1,746 0 0
RAYMOND JAMES FINL INC COM 754730109   203,003,088 2,176,510 SH   SOLE   2,176,510 0 0
SCHWAB CHARLES CORP COM 808513105   274,995 5,250 SH   SOLE   5,250 0 0
UNITED RENTALS INC COM 911363109   174,439,531 440,771 SH   SOLE   440,771 0 0
UNITEDHEALTH GROUP INC COM 91324P102   522,685 1,106 SH   SOLE   1,106 0 0