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
ADVANCED MICRO DEVICES INC COM 007903107   6,087,368 37,100 SH   SOLE   37,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   519,988 4,900 SH   SOLE   4,900 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   4,062,800 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   17,430,835 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   18,757,514 92,836 SH   SOLE   92,836 0 0
APPLOVIN CORP COM CL A 03831W108   4,456,585 34,137 SH   SOLE   34,137 0 0
BANK AMERICA CORP COM 060505104   4,662,400 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,548,315 3,364 SH   SOLE   3,364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   6,871,072 132,800 SH   SOLE   132,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,920,450 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,481,481 7,657 SH   SOLE   7,657 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   3,052,030 239,000 SH   SOLE   239,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   2,531,427 32,799 SH   SOLE   32,799 0 0
CONSOL ENERGY INC NEW COM 20854L108   2,229,045 21,300 SH   SOLE   21,300 0 0
CREDIT ACCEP CORP MICH COM 225310101   540,972 1,220 SH   SOLE   1,220 0 0
DUPONT DE NEMOURS INC COM 26614N102   4,806,593 53,940 SH   SOLE   53,940 0 0
EVEREST GROUP LTD COM G3223R108   3,032,764 7,740 SH   SOLE   7,740 0 0
EXXON MOBIL CORP COM 30231G102   18,848,976 160,800 SH   SOLE   160,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106   1,855,138 71,710 SH   SOLE   71,710 0 0
GLOBAL PMTS INC COM 37940X102   3,651,273 35,650 SH   SOLE   35,650 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   11,486,552 23,200 SH   SOLE   23,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   5,589,621 25,305 SH   SOLE   25,305 0 0
JPMORGAN CHASE & CO. COM 46625H100   923,567 4,380 SH   SOLE   4,380 0 0
LEIDOS HOLDINGS INC COM 525327102   1,659,503 10,181 SH   SOLE   10,181 0 0
LITHIA MTRS INC COM 536797103   3,417,489 10,759 SH   SOLE   10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104   9,433,296 130,800 SH   SOLE   130,800 0 0
MATCH GROUP INC NEW COM 57667L107   2,592,040 68,500 SH   SOLE   68,500 0 0
META PLATFORMS INC CL A 30303M102   7,960,923 13,907 SH   SOLE   13,907 0 0
MICRON TECHNOLOGY INC COM 595112103   8,431,623 81,300 SH   SOLE   81,300 0 0
NETFLIX INC COM 64110L106   1,879,566 2,650 SH   SOLE   2,650 0 0
ON HLDG AG NAMEN AKT A H5919C104   5,070,165 101,100 SH   SOLE   101,100 0 0
OVINTIV INC COM 69047Q102   6,126,727 159,925 SH   SOLE   159,925 0 0
PAYPAL HLDGS INC COM 70450Y103   3,675,213 47,100 SH   SOLE   47,100 0 0
QUALCOMM INC COM 747525103   9,973,432 58,650 SH   SOLE   58,650 0 0
SCHLUMBERGER LTD COM STK 806857108   5,411,550 129,000 SH   SOLE   129,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   1,769,691 49,350 SH   SOLE   49,350 0 0
SHUTTERSTOCK INC COM 825690100   1,746,747 49,385 SH   SOLE   49,385 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,409,821 31,150 SH   SOLE   31,150 0 0
THE CIGNA GROUP COM 125523100   10,639,172 30,710 SH   SOLE   30,710 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,455,269 2,489 SH   SOLE   2,489 0 0
VAIL RESORTS INC COM 91879Q109   2,058,016 11,808 SH   SOLE   11,808 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   7,803,113 173,750 SH   SOLE   173,750 0 0
WELLS FARGO CO NEW COM 949746101   6,010,536 106,400 SH   SOLE   106,400 0 0