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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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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   277,984,098 2,322,340 SH   SOLE   2,322,340 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   506,935,187 2,108,540 SH   SOLE   2,108,540 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   153,775,121 5,108,808 SH   SOLE   5,108,808 0 0
CANTALOUPE INC COM 138103106   57,152,800 7,180,000 SH   SOLE   7,180,000 0 0
COUPANG INC CL A 22266T109   226,512,574 13,017,964 SH   SOLE   13,017,964 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   226,495,889 17,834,322 SH   SOLE   17,834,322 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   91,638,630 890,993 SH   SOLE   890,993 0 0
LITHIA MTRS INC COM 536797103   714,983,289 2,351,068 SH   SOLE   2,351,068 0 0
META PLATFORMS INC CL A 30303M102   326,619,399 1,138,126 SH   SOLE   1,138,126 0 0
NUVATION BIO INC COM CL A 67080N101   6,860,723 3,811,513 SH   SOLE   3,811,513 0 0
TEMPUR SEALY INTL INC COM 88023U101   144,252,000 3,600,000 SH   SOLE   3,600,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   59,987,240 7,966,433 SH   SOLE   7,966,433 0 0
TRANSDIGM GROUP INC COM 893641100   279,648,985 312,747 SH   SOLE   312,747 0 0
U HAUL HOLDING COMPANY COM 023586100   22,516,734 407,027 SH   SOLE   407,027 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   185,616,523 3,663,243 SH   SOLE   0 0 3,663,243
USCB FINANCIAL HOLDINGS INC CLASS A COM 90355N101   6,620,667 649,085 SH   SOLE   649,085 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   190,009,878 806,836 SH   SOLE   806,836 0 0