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 C 02079K107   834,693 6,900 SH   SOLE   6,900 0 0
ALPHABET INC CAP STK CL A 02079K305   2,614,009 21,838 SH   SOLE   21,838 0 0
AMAZON COM INC COM 023135106   351,972 2,700 SH   SOLE   2,700 0 0
ANTERO MIDSTREAM CORP COM 03676B102   26,127,863 2,252,402 SH   SOLE   2,252,402 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   604,831,358 7,874,383 SH   SOLE   7,874,383 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   66,491,998 276,566 SH   SOLE   276,566 0 0
AUTONATION INC COM 05329W102   19,947,111 121,178 SH   SOLE   121,178 0 0
BANK AMERICA CORP COM 060505104   416,923 14,532 SH   SOLE   14,532 0 0
BRUNSWICK CORP COM 117043109   591,578 6,828 SH   SOLE   6,828 0 0
COMCAST CORP NEW CL A 20030N101   1,291,956 31,094 SH   SOLE   31,094 0 0
COMERICA INC COM 200340107   317,700 7,500 SH   SOLE   7,500 0 0
D R HORTON INC COM 23331A109   173,252,974 1,423,724 SH   SOLE   1,423,724 0 0
ELEVANCE HEALTH INC COM 036752103   587,027,937 1,321,272 SH   SOLE   1,321,272 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   168,359,235 6,794,158 SH   SOLE   6,794,158 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   327,170,268 9,088,063 SH   SOLE   9,088,063 0 0
FIRST AMERN FINL CORP COM 31847R102   364,928 6,400 SH   SOLE   6,400 0 0
HCA HEALTHCARE INC COM 40412C101   416,678 1,373 SH   SOLE   1,373 0 0
ICON PLC SHS G4705A100   237,690 950 SH   SOLE   950 0 0
JPMORGAN CHASE & CO COM 46625H100   245,461,706 1,687,718 SH   SOLE   1,687,718 0 0
LENNAR CORP CL A 526057104   90,613,666 723,116 SH   SOLE   723,116 0 0
LITHIA MTRS INC COM 536797103   348,892,934 1,147,259 SH   SOLE   1,147,259 0 0
MARRIOTT INTL INC NEW CL A 571903202   219,326 1,194 SH   SOLE   1,194 0 0
MICROSOFT CORP COM 594918104   417,161 1,225 SH   SOLE   1,225 0 0
MOODYS CORP COM 615369105   1,095,318 3,150 SH   SOLE   3,150 0 0
MPLX LP COM UNIT REP LTD 55336V100   407,280 12,000 SH   SOLE   12,000 0 0
ONEMAIN HLDGS INC COM 68268W103   233,812,846 5,351,633 SH   SOLE   5,351,633 0 0
PRIMERICA INC COM 74164M108   424,000,209 2,144,014 SH   SOLE   2,144,014 0 0
PROGRESSIVE CORP COM 743315103   231,118 1,746 SH   SOLE   1,746 0 0
RAYMOND JAMES FINL INC COM 754730109   224,590,137 2,164,307 SH   SOLE   2,164,307 0 0
UNITED RENTALS INC COM 911363109   233,296,831 523,827 SH   SOLE   523,827 0 0
UNITEDHEALTH GROUP INC COM 91324P102   531,588 1,106 SH   SOLE   1,106 0 0
WELLS FARGO CO NEW COM 949746101   224,070 5,250 SH   SOLE   5,250 0 0