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 7,600,058 52,581 SH   SOLE   52,581 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 30,032,980 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 BBG001S5P6T3 6,167,588 178,254 SH   SOLE   178,254 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 3,690,714 53,165 SH   SOLE   53,165 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 6,558,304 126,755 SH   SOLE   126,755 0 0
CONSOL ENERGY INC NEW COM 20854L108 BBG00HC115M9 6,392,517 94,271 SH   SOLE   94,271 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 5,982,365 13,465 SH   SOLE   13,465 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJX06 5,161,370 151,805 SH   SOLE   151,805 0 0
GENTEX CORP COM 371901109 BBG001S5RMR8 3,828,847 130,856 SH   SOLE   130,856 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 3,688,878 47,864 SH   SOLE   47,864 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 6,469,075 145,014 SH   SOLE   145,014 0 0
HP INC COM 40434L105 BBG001S6W7N7 6,693,275 217,951 SH   SOLE   217,951 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 5,911,506 13,221 SH   SOLE   13,221 0 0
HUNTSMAN CORP COM 447011107 BBG001SKWX22 6,640,435 245,760 SH   SOLE   245,760 0 0
INTEL CORP COM 458140100 BBG001S5SF65 6,725,352 201,117 SH   SOLE   201,117 0 0
INTERDIGITAL INC COM 45867G101 BBG001S8DV79 8,263,232 85,585 SH   SOLE   85,585 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 7,484,829 15,432 SH   SOLE   15,432 0 0
KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 7,446,707 125,260 SH   SOLE   125,260 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 6,291,671 9,787 SH   SOLE   9,787 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 6,522,501 71,028 SH   SOLE   71,028 0 0
MAGNA INTL INC COM 559222401 BBG001S5SY91 4,308,291 76,334 SH   SOLE   76,334 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 6,138,290 52,644 SH   SOLE   52,644 0 0
MEDIFAST INC COM 58470H101 BBG001SD45H4 5,450,803 59,145 SH   SOLE   59,145 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 6,651,100 105,389 SH   SOLE   105,389 0 0
MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 6,805,012 22,590 SH   SOLE   22,590 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 4,627,498 3,515 SH   SOLE   3,515 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 6,728,719 70,851 SH   SOLE   70,851 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 6,410,801 29,041 SH   SOLE   29,041 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 6,885,275 58,698 SH   SOLE   58,698 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 6,194,910 494,012 SH   SOLE   494,012 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 4,525,678 116,192 SH   SOLE   116,192 0 0