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   1,160,842 13,157 SH   SOLE   13,157 0 0
ALPHABET INC CAP STK CL C 02079K107   723,149 8,150 SH   SOLE   8,150 0 0
ANTERO MIDSTREAM CORP COM 03676B102   24,771,758 2,295,807 SH   SOLE   2,295,807 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   506,233,230 7,935,934 SH   SOLE   7,935,934 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   49,802,103 277,836 SH   SOLE   277,836 0 0
AUTONATION INC COM 05329W102   24,729,216 230,468 SH   SOLE   230,468 0 0
BANK AMERICA CORP COM 060505104   481,300 14,532 SH   SOLE   14,532 0 0
COMCAST CORP NEW CL A 20030N101   1,087,357 31,094 SH   SOLE   31,094 0 0
D R HORTON INC COM 23331A109   141,684,464 1,589,460 SH   SOLE   1,589,460 0 0
ELEVANCE HEALTH INC COM 036752103   447,522,723 872,415 SH   SOLE   872,415 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   120,703,121 6,032,140 SH   SOLE   6,032,140 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   347,035,847 9,224,770 SH   SOLE   9,224,770 0 0
FIRST AMERN FINL CORP COM 31847R102   392,550 7,500 SH   SOLE   7,500 0 0
HCA HEALTHCARE INC COM 40412C101   99,586,759 415,014 SH   SOLE   415,014 0 0
JPMORGAN CHASE & CO COM 46625H100   229,199,026 1,709,165 SH   SOLE   1,709,165 0 0
LENNAR CORP CL A 526057104   79,501,082 878,465 SH   SOLE   878,465 0 0
LITHIA MTRS INC COM 536797103   222,032,545 1,084,461 SH   SOLE   1,084,461 0 0
META PLATFORMS INC CL A 30303M102   221,185 1,838 SH   SOLE   1,838 0 0
MICROSOFT CORP COM 594918104   407,694 1,700 SH   SOLE   1,700 0 0
MOODYS CORP COM 615369105   877,653 3,150 SH   SOLE   3,150 0 0
ONEMAIN HLDGS INC COM 68268W103   176,960,907 5,312,546 SH   SOLE   5,312,546 0 0
PRIMERICA INC COM 74164M108   306,424,801 2,160,660 SH   SOLE   2,160,660 0 0
PROGRESSIVE CORP COM 743315103   226,474 1,746 SH   SOLE   1,746 0 0
RAYMOND JAMES FINL INC COM 754730109   233,729,139 2,187,451 SH   SOLE   2,187,451 0 0
UNITED RENTALS INC COM 911363109   157,362,205 442,750 SH   SOLE   442,750 0 0
UNITEDHEALTH GROUP INC COM 91324P102   639,397 1,206 SH   SOLE   1,206 0 0