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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alphabet Inc. CAP STK CL C 02079K107 43,968 20,100 SH   SOLE   43,968 0 0
Amazon.com, Inc. COM 023135106 40,891 385,000 SH   SOLE   40,891 0 0
AMERCO COM 023586100 37,780 79,000 SH   SOLE   37,780 0 0
Berkshire Hathaway Inc. CL B NEW 084670702 63,068 231,000 SH   SOLE   63,068 0 0
Enova International, Inc. COM 29357K103 20,462 710,000 SH   SOLE   20,462 0 0
Flagstar Bancorp, Inc. COM 337930705 10,458 295,000 SH   SOLE   10,458 0 0
GXO Logistics, Inc. COM 36262G101 3,581 82,750 SH   SOLE   3,581 0 0
IAC/InterActiveCorp COM NEW 44891N208 78,743 1,036,500 SH   SOLE   78,743 0 0
LendingClub Corporation COM NEW 52603A208 21,451 1,835,000 SH   SOLE   21,451 0 0
LGI Homes, Inc. COM 50187T106 16,511 190,000 SH   SOLE   16,511 0 0
Magnite, Inc. COM 55955D100 1,598 180,000 SH   SOLE   1,598 0 0
Meta Platforms, Inc. CL A 30303M102 39,184 243,000 SH   SOLE   39,184 0 0
News Corporation CL A 65249B109 15,736 1,010,000 SH   SOLE   15,736 0 0
Orion Engineered Carbons S.A. COM L72967109 2,795 180,000 SH   SOLE   2,795 0 0
SS&C Technologies Holdings, Inc. COM 78467J100 5,909 101,750 SH   SOLE   5,909 0 0
Tyson Foods, Inc. CL A 902494103 10,198 118,500 SH   SOLE   10,198 0 0
Walker & Dunlop, Inc. COM 93148P102 19,485 202,250 SH   SOLE   19,485 0 0
Wells Fargo & Company COM 949746101 4,700 120,000 SH   SOLE   4,700 0 0
XPO Logistics, Inc. COM 983793100 9,391 195,000 SH   SOLE   9,391 0 0