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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alphabet Inc. CAP STK CL C 02079K107 38,652 402,000 SH   SOLE   38,652 0 0
Amazon.com, Inc. COM 023135106 40,115 355,000 SH   SOLE   40,115 0 0
AMERCO COM 023586100 43,793 86,000 SH   SOLE   43,793 0 0
Berkshire Hathaway Inc. CL B NEW 084670702 63,417 237,500 SH   SOLE   63,417 0 0
Enova International, Inc. COM 29357K103 21,806 745,000 SH   SOLE   21,806 0 0
Flagstar Bancorp, Inc. COM 337930705 9,853 295,000 SH   SOLE   9,853 0 0
GXO Logistics, Inc. COM 36262G101 2,901 82,750 SH   SOLE   2,901 0 0
IAC Inc. COM NEW 44891N208 62,303 1,125,000 SH   SOLE   62,303 0 0
LendingClub Corporation COM NEW 52603A208 23,868 2,160,000 SH   SOLE   23,868 0 0
LGI Homes, Inc. COM 50187T106 15,460 190,000 SH   SOLE   15,460 0 0
Meta Platforms, Inc. CL A 30303M102 28,900 213,000 SH   SOLE   28,900 0 0
News Corporation CL A 65249B109 20,625 1,365,000 SH   SOLE   20,625 0 0
Orion Engineered Carbons S.A. COM L72967109 2,403 180,000 SH   SOLE   2,403 0 0
Spotify Technology S.A. SHS L8681T102 2,158 25,000 SH   SOLE   2,158 0 0
Tyson Foods, Inc. CL A 902494103 10,549 160,000 SH   SOLE   10,549 0 0
Walker & Dunlop, Inc. COM 93148P102 17,709 211,500 SH   SOLE   17,709 0 0
Wells Fargo & Company COM 949746101 4,826 120,000 SH   SOLE   4,826 0 0
XPO Logistics, Inc. COM 983793100 8,681 195,000 SH   SOLE   8,681 0 0