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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLIED MATLS INC COM 038222105 2,852 31,342 SH   SOLE   31,342 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 23,719 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 3,050 110,154 SH   SOLE   110,154 0 0
CISCO SYS INC COM 17275R102 3,172 74,380 SH   SOLE   74,380 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,323 26,800 SH   SOLE   26,800 0 0
ELEVANCE HEALTH INC COM 036752103 6,498 13,465 SH   SOLE   13,465 0 0
FOX CORP CL A COM 35137L105 4,284 133,222 SH   SOLE   133,222 0 0
GENTEX CORP COM 371901109 2,200 78,668 SH   SOLE   78,668 0 0
GILEAD SCIENCES INC COM 375558103 3,414 55,227 SH   SOLE   55,227 0 0
HF SINCLAIR CORP COM 403949100 6,549 145,014 SH   SOLE   145,014 0 0
HP INC COM 40434L105 6,370 194,315 SH   SOLE   194,315 0 0
HUMANA INC COM 444859102 6,188 13,221 SH   SOLE   13,221 0 0
HUNTSMAN CORP COM 447011107 4,622 163,018 SH   SOLE   163,018 0 0
INTEL CORP COM 458140100 3,488 93,245 SH   SOLE   93,245 0 0
INTERDIGITAL INC COM 45867G101 5,134 84,441 SH   SOLE   84,441 0 0
KLA CORP COM NEW 482480100 3,424 10,732 SH   SOLE   10,732 0 0
KULICKE & SOFFA INDS INC COM 501242101 4,700 109,784 SH   SOLE   109,784 0 0
LAM RESEARCH CORP COM 512807108 3,120 7,321 SH   SOLE   7,321 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,211 59,576 SH   SOLE   59,576 0 0
MAGNA INTL INC COM 559222401 3,330 60,650 SH   SOLE   60,650 0 0
MARATHON PETE CORP COM 56585A102 5,754 69,994 SH   SOLE   69,994 0 0
MEDIFAST INC COM 58470H101 2,952 16,356 SH   SOLE   16,356 0 0
MICRON TECHNOLOGY INC COM 595112103 4,119 74,520 SH   SOLE   74,520 0 0
MOLINA HEALTHCARE INC COM 60855R100 5,801 20,746 SH   SOLE   20,746 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 6,305 4,237 SH   SOLE   4,237 0 0
TRINET GROUP INC COM 896288107 5,135 66,150 SH   SOLE   66,150 0 0
TRINSEO PLC SHS G9059U107 3,831 99,604 SH   SOLE   99,604 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 8,908 37,805 SH   SOLE   37,805 0 0
VALERO ENERGY CORP COM 91913Y100 3,614 34,008 SH   SOLE   34,008 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 3,358 250,257 SH   SOLE   250,257 0 0