The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Alphabet Inc. | CAP STK CL C | 02079K107 | 21,528,000 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | |||
| A-Mark Precious Metals, Inc. | COM | 00181T107 | 4,504,500 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| Amazon.com, Inc. | COM | 023135106 | 27,371,850 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
| Berkshire Hathaway Inc. | CL B NEW | 084670702 | 49,403,200 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| Cogent Communications Holdings, Inc. | COM NEW | 19239V302 | 7,009,200 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| Enova International, Inc. | COM | 29357K103 | 27,990,900 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | |||
| Enstar Group Limited | SHS | G3075P101 | 23,294,895 | 100,500 | SH | SOLE | 100,500 | 0 | 0 | |||
| IAC Inc. | COM NEW | 44891N208 | 60,862,200 | 1,179,500 | SH | SOLE | 1,179,500 | 0 | 0 | |||
| LendingClub Corporation | COM NEW | 52603A208 | 18,277,350 | 2,535,000 | SH | SOLE | 2,535,000 | 0 | 0 | |||
| LGI Homes, Inc. | COM | 50187T106 | 13,113,450 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| Meta Platforms, Inc. | CL A | 30303M102 | 31,791,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| News Corporation | CL A | 65249B109 | 22,882,750 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | |||
| Orion Engineered Carbons S.A. | COM | L72967109 | 16,567,150 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | |||
| Rush Enterprises, Inc. | CL A | 781846209 | 9,691,500 | 177,500 | SH | SOLE | 177,500 | 0 | 0 | |||
| U-Haul Holding Company | COM SER N | 023586506 | 27,480,500 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | |||
| Upwork Inc. | COM | 91688F104 | 1,132,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| Walker & Dunlop, Inc. | COM | 93148P102 | 12,720,390 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | |||