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 2,568 31,342 SH   SOLE   31,342 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 23,575 58 SH   SOLE   58 0 0
BUCKLE INC COM 118440106 4,503 142,240 SH   SOLE   142,240 0 0
CISCO SYS INC COM 17275R102 2,975 74,380 SH   SOLE   74,380 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,724 26,800 SH   SOLE   26,800 0 0
ELEVANCE HEALTH INC COM 036752103 6,116 13,465 SH   SOLE   13,465 0 0
FOX CORP CL A COM 35137L105 4,087 133,222 SH   SOLE   133,222 0 0
GENTEX CORP COM 371901109 1,875 78,668 SH   SOLE   78,668 0 0
GILEAD SCIENCES INC COM 375558103 3,407 55,227 SH   SOLE   55,227 0 0
HF SINCLAIR CORP COM 403949100 7,808 145,014 SH   SOLE   145,014 0 0
HP INC COM 40434L105 4,842 194,315 SH   SOLE   194,315 0 0
HUMANA INC COM 444859102 6,415 13,221 SH   SOLE   13,221 0 0
HUNTSMAN CORP COM 447011107 4,000 163,018 SH   SOLE   163,018 0 0
INTEL CORP COM 458140100 3,686 143,028 SH   SOLE   143,028 0 0
INTERDIGITAL INC COM 45867G101 3,413 84,441 SH   SOLE   84,441 0 0
KLA CORP COM NEW 482480100 3,248 10,732 SH   SOLE   10,732 0 0
KULICKE & SOFFA INDS INC COM 501242101 5,411 140,427 SH   SOLE   140,427 0 0
LAM RESEARCH CORP COM 512807108 2,679 7,321 SH   SOLE   7,321 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,485 59,576 SH   SOLE   59,576 0 0
MAGNA INTL INC COM 559222401 2,876 60,650 SH   SOLE   60,650 0 0
MARATHON PETE CORP COM 56585A102 5,229 52,644 SH   SOLE   52,644 0 0
MEDIFAST INC COM 58470H101 1,772 16,356 SH   SOLE   16,356 0 0
MICRON TECHNOLOGY INC COM 595112103 3,733 74,520 SH   SOLE   74,520 0 0
MOLINA HEALTHCARE INC COM 60855R100 6,843 20,746 SH   SOLE   20,746 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 6,126 3,447 SH   SOLE   3,447 0 0
TRINET GROUP INC COM 896288107 4,711 66,150 SH   SOLE   66,150 0 0
TRINSEO PLC SHS G9059U107 1,904 103,908 SH   SOLE   103,908 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 6,081 29,041 SH   SOLE   29,041 0 0
VALERO ENERGY CORP COM 91913Y100 3,634 34,008 SH   SOLE   34,008 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 4,389 381,645 SH   SOLE   381,645 0 0