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
CAMECO CORP COM 13321L108   91,358,934 2,108,932 SH   SOLE   2,108,932 0 0
PEABODY ENGR CORP COM 704551100   85,369,339 3,518,934 SH   SOLE   3,518,934 0 0
API GROUP CORP COM STK 00187Y100   72,681,898 1,850,825 SH   SOLE   1,850,825 0 0
STERLING CHECK CORP COM 85917T109   60,395,194 3,755,920 SH   SOLE   3,755,920 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   60,183,640 125,200 SH   SOLE   125,200 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   54,777,823 2,732,061 SH   SOLE   2,732,061 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   52,815,625 1,809,994 SH   SOLE   1,809,994 0 0
SIXTH STREET SPECIALTY LENDN COM 83012A109   42,557,194 1,985,870 SH   SOLE   1,985,870 0 0
PAR TECHNOLOGY CORP COM 698884103   42,548,586 1,191,048 SH   SOLE   1,191,048 0 0
ISHARES TR CORE S&P500 ETF 464287200   41,411,226 78,769 SH   SOLE   78,769 0 0
MPLX LP COM UNIT REP LTD 55336V100   40,556,700 975,859 SH   SOLE   975,859 0 0
ARES CAPITAL CORP COM 04010L103   39,458,918 1,895,241 SH   SOLE   1,895,241 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100   34,696,998 2,205,785 SH   SOLE   2,205,785 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   32,416,732 503,600 SH   SOLE   503,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   22,388,064 53,239 SH   SOLE   53,239 0 0
TECK RESOURCES LTD CL B 878742204   22,331,804 487,807 SH   SOLE   487,807 0 0
TIDEWATER INC NEW COM 88642R109   22,291,600 242,300 SH   SOLE   242,300 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   21,641,888 373,136 SH   SOLE   373,136 0 0
FRANCO NEVADA CORP COM 351858105   15,621,876 131,100 SH   SOLE   131,100 0 0
EQT CORP COM 26884L109   11,755,305 317,111 SH   SOLE   317,111 0 0
ANTERO RESOURCES CORP COM 03674X106   11,089,600 382,400 SH   SOLE   382,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   9,985,680 138,000 SH   SOLE   138,000 0 0
DAKTRONICS INC COM 234264109   7,447,610 747,752 SH   SOLE   747,752 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   5,000,775 144,950 SH   SOLE   144,950 0 0
OVINTIV INC COM 69047Q102   4,675,931 90,095 SH   SOLE   90,095 0 0
WARRIOR MET COAL INC COM 93627C101   3,292,065 54,235 SH   SOLE   54,235 0 0