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
ALPHABET INC CAP STK CL A 02079K305   312,001,741 2,067,195 SH   SOLE   2,067,195 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   497,151,561 2,108,540 SH   SOLE   2,108,540 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   142,280,303 5,108,808 SH   SOLE   5,108,808 0 0
CANTALOUPE INC COM 138103106   46,167,400 7,180,000 SH   SOLE   7,180,000 0 0
COUPANG INC CL A 22266T109   231,589,580 13,017,964 SH   SOLE   13,017,964 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   280,533,885 17,834,322 SH   SOLE   17,834,322 0 0
LITHIA MTRS INC COM 536797103   719,412,822 2,391,188 SH   SOLE   2,391,188 0 0
META PLATFORMS INC CL A 30303M102   301,325,212 620,547 SH   SOLE   620,547 0 0
NUVATION BIO INC COM CL A 67080N101   13,873,907 3,811,513 SH   SOLE   3,811,513 0 0
TEMPUR SEALY INTL INC COM 88023U101   204,552,000 3,600,000 SH   SOLE   3,600,000 0 0
U HAUL HOLDING COMPANY COM 023586100   18,709,323 277,011 SH   SOLE   277,011 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   236,395,270 3,545,220 SH   SOLE   0 0 3,545,220
WILLIS TOWERS WATSON PLC LTD SHS G96629103   198,214,225 720,779 SH   SOLE   720,779 0 0