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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 5,407,836 44,027 SH   SOLE   44,027 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 27,004,800 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 BBG001S5P6T3 5,076,545 142,240 SH   SOLE   142,240 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 5,513,182 105,465 SH   SOLE   105,465 0 0
CONSOL ENERGY INC NEW COM 20854L108 BBG00HC115M9 1,561,636 26,800 SH   SOLE   26,800 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 6,191,341 13,465 SH   SOLE   13,465 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJX06 5,978,567 175,582 SH   SOLE   175,582 0 0
GENTEX CORP COM 371901109 BBG001S5RMR8 2,205,064 78,668 SH   SOLE   78,668 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 4,582,184 55,227 SH   SOLE   55,227 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 7,015,777 145,014 SH   SOLE   145,014 0 0
HP INC COM 40434L105 BBG001S6W7N7 6,396,861 217,951 SH   SOLE   217,951 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 6,418,266 13,221 SH   SOLE   13,221 0 0
HUNTSMAN CORP COM 447011107 BBG001SKWX22 5,737,775 209,714 SH   SOLE   209,714 0 0
INTEL CORP COM 458140100 BBG001S5SF65 6,765,192 201,117 SH   SOLE   201,117 0 0
INTERDIGITAL INC COM 45867G101 BBG001S8DV79 6,765,192 92,801 SH   SOLE   92,801 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 6,159,991 15,432 SH   SOLE   15,432 0 0
KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 6,599,949 125,260 SH   SOLE   125,260 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 5,188,284 9,787 SH   SOLE   9,787 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 6,668,818 71,028 SH   SOLE   71,028 0 0
MAGNA INTL INC COM 559222401 BBG001S5SY91 3,249,020 60,650 SH   SOLE   60,650 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 7,097,990 52,644 SH   SOLE   52,644 0 0
MEDIFAST INC COM 58470H101 BBG001SD45H4 5,632,909 54,335 SH   SOLE   54,335 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 6,359,172 105,389 SH   SOLE   105,389 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 5,549,347 20,746 SH   SOLE   20,746 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 5,109,864 3,004 SH   SOLE   3,004 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 5,711,299 70,851 SH   SOLE   70,851 0 0
TRINSEO PLC SHS G9059U107 BBG012QX0QZ7 2,974,940 142,683 SH   SOLE   142,683 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 6,504,022 29,041 SH   SOLE   29,041 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 6,208,291 44,472 SH   SOLE   44,472 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 6,539,115 433,054 SH   SOLE   433,054 0 0