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
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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
Abbott Laboratories COM 002824100   6,806,980 62,000 SH   SOLE   62,000 0 0
Adams Diversified Equity Fund, COM 006212104   2,469,168 169,819 SH   SOLE   169,819 0 0
Adobe Inc. COM 00724F101   10,095,900 30,000 SH   SOLE   30,000 0 0
Agnico Eagle Mines Limited COM 008474108   21,583,181 415,141 SH   SOLE   415,141 0 0
Alamos Gold Inc. - Class A COM 011532108   14,162,513 1,400,842 SH   SOLE   1,400,842 0 0
Algoma Steel Group Inc. COM 015658107   6,155,886 970,960 SH   SOLE   970,960 0 0
Alphabet Inc. - Class C COM 02079K107   45,252,300 510,000 SH   SOLE   510,000 0 0
Amazon.com, Inc. COM 023135106   24,024,000 286,000 SH   SOLE   286,000 0 0
Angi Inc.- Class A COM 00183L102   3,482,070 1,481,732 SH   SOLE   1,481,732 0 0
Apple Inc. COM 037833100   41,707,530 321,000 SH   SOLE   321,000 0 0
Applied Materials, Inc. COM 038222105   6,003,672 61,652 SH   SOLE   61,652 0 0
Arch Capital Group Ltd. COM G0450A105   57,343,440 913,403 SH   SOLE   913,403 0 0
ASML Holding N.V. COM N07059210   43,493,440 79,600 SH   SOLE   79,600 0 0
Axis Capital Holdings Limited COM G0692U109   13,542,500 250,000 SH   SOLE   250,000 0 0
Bath & Body Works Inc. COM 070830104   16,628,107 394,592 SH   SOLE   394,592 0 0
Berkshire Hathaway - Class A COM 084670108   51,558,206 110 SH   SOLE   110 0 0
Broadcom Inc. COM 11135F101   16,773,900 30,000 SH   SOLE   30,000 0 0
Cameco Corporation COM 13321L108   14,037,944 619,230 SH   SOLE   619,230 0 0
Chevron Corporation COM 166764100   14,716,565 81,991 SH   SOLE   81,991 0 0
Cisco Systems, Inc. COM 17275R102   23,820,000 500,000 SH   SOLE   500,000 0 0
Cleveland-Cliffs Inc. COM 185899101   5,051,983 313,593 SH   SOLE   313,593 0 0
Costco Wholesale Corporation COM 22160K105   24,194,500 53,000 SH   SOLE   53,000 0 0
Eaton Corporation plc COM G29183103   13,518,260 86,131 SH   SOLE   86,131 0 0
Energy Transfer LP COM 29273V100   17,449,256 1,470,030 SH   SOLE   1,470,030 0 0
Everest Re Group, Ltd. COM G3223R108   42,798,759 129,196 SH   SOLE   129,196 0 0
Expedia Group, Inc. COM 30212P303   14,634,894 167,065 SH   SOLE   167,065 0 0
Gilead Sciences, Inc. COM 375558103   10,293,415 119,900 SH   SOLE   119,900 0 0
Hess Corporation COM 42809H107   11,843,672 83,512 SH   SOLE   83,512 0 0
Huntsman Corporation COM 447011107   5,447,855 198,248 SH   SOLE   198,248 0 0
Intra-Cellular Therapies, Inc. COM 46116X101   14,999,592 283,439 SH   SOLE   283,439 0 0
Invesco S&P Equal Weight COM 46137V357   3,970,679 28,111 SH   SOLE   28,111 0 0
JPMorgan Chase & Co. COM 46625H100   10,728,000 80,000 SH   SOLE   80,000 0 0
M&T Bank Corporation COM 55261F104   14,506,000 100,000 SH   SOLE   100,000 0 0
Merck & Co., Inc. COM 58933Y105   19,896,220 179,326 SH   SOLE   179,326 0 0
Meta Platforms, Inc. - Class A COM 30303M102   3,550,030 29,500 SH   SOLE   29,500 0 0
MetLife, Inc. COM 59156R108   12,326,565 170,327 SH   SOLE   170,327 0 0
Microsoft Corporation COM 594918104   56,357,700 235,000 SH   SOLE   235,000 0 0
Nelnet, Inc. - Class A COM 64031N108   22,089,911 243,415 SH   SOLE   243,415 0 0
Paratek Pharmaceuticals, Inc. COM 699374302   3,523,815 1,884,393 SH   SOLE   1,884,393 0 0
PepsiCo, Inc. COM 713448108   25,292,400 140,000 SH   SOLE   140,000 0 0
Pfizer Inc. COM 717081103   17,719,202 345,808 SH   SOLE   345,808 0 0
Quantum-Si Inc. - Class A COM 74765K105   218,228 119,250 SH   SOLE   119,250 0 0
Raytheon Technologies Corporat COM 75513E101   16,651,800 165,000 SH   SOLE   165,000 0 0
Regeneron Pharmaceuticals, Inc COM 75886F107   10,877,183 15,076 SH   SOLE   15,076 0 0
Republic Services, Inc. COM 760759100   67,706,206 524,895 SH   SOLE   524,895 0 0
Royce Value Trust, Inc. COM 780910105   2,729,930 205,877 SH   SOLE   205,877 0 0
SIGA Technologies, Inc. COM 826917106   1,541,213 209,404 SH   SOLE   209,404 0 0
SomaLogic, Inc. - Class A COM 83444K105   1,129,500 450,000 SH   SOLE   450,000 0 0
T-Mobile US, Inc. COM 872590104   36,113,000 257,950 SH   SOLE   257,950 0 0
T-Mobile US, Inc. Jan 145 Puts COM 872590104   480,000 80,000 SH Put SOLE   80,000 0 0
Target Corporation COM 87612E106   14,158,800 95,000 SH   SOLE   95,000 0 0
Target Corporation Jan 165 Put COM 87612E106   319,000 20,000 SH Put SOLE   20,000 0 0
Target Corporation Jan 170 Put COM 87612E106   416,000 20,000 SH Put SOLE   20,000 0 0
TJX Companies, Inc./The COM 872540109   43,787,323 550,092 SH   SOLE   550,092 0 0
Tyler Technologies, Inc. COM 902252105   10,194,604 31,620 SH   SOLE   31,620 0 0
Uber Technologies, Inc. COM 90353T100   9,892,000 400,000 SH   SOLE   400,000 0 0
Universal Display Corporation COM 91347P105   6,267,292 58,009 SH   SOLE   58,009 0 0
Valneva SE - ADR COM 92025Y103   4,416,000 345,000 SH   SOLE   345,000 0 0
VBI Vaccines, Inc. COM 91822J103   734,289 1,877,497 SH   SOLE   1,877,497 0 0
Venator Materials PLC COM G9329Z100   471,914 874,076 SH   SOLE   874,076 0 0
Walt Disney Company /The COM 254687106   9,685,209 111,478 SH   SOLE   111,478 0 0