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
AMERICAN EXPRESS CO COM 025816109   49,637 218 SH   SOLE   0 0 218
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   214,466 510 SH   SOLE   510 0 0
CARMAX INC COM 143130102   12,080,851 138,685 SH   SOLE   126,755 0 11,930
CELANESE CORP DEL COM 150870103   12,597,167 73,299 SH   SOLE   67,021 0 6,278
CONOCOPHILLIPS COM 20825C104   94,442 742 SH   SOLE   0 0 742
DISNEY WALT CO COM 254687106   18,029,991 147,352 SH   SOLE   134,428 0 12,924
EOG RES INC COM 26875P101   65,710 514 SH   SOLE   0 0 514
FIBROGEN INC COM 31572Q808   17,094 7,274 SH   SOLE   7,274 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   8,698,073 163,379 SH   SOLE   147,846 0 15,533
iSHARES RUSSELL 2000 VALUE RUS 2000 VAL ETF 464287630   3,176,200 20,000 SH   SOLE   20,000 0 0
MDU RES GROUP INC COM 552690109   9,325,840 370,073 SH   SOLE   336,848 0 33,225
NU HLDGS LTD ORD SHS CL A G6683N103   10,319,320 864,989 SH   SOLE   791,859 0 73,130
NVIDIA CORPORATION COM 67066G104   999,338 1,106 SH   SOLE   1,000 0 106
ONESPAWORLD HOLDINGS LIMITED COM P73684113   9,726,763 735,205 SH   SOLE   669,586 0 65,619
PAYPAL HLDGS INC COM 70450Y103   20,566,266 307,005 SH   SOLE   279,513 0 27,492
PIONEER NAT RES CO COM 723787107   69,038 263 SH   SOLE   0 0 263
PUBMATIC INC COM CL A 74467Q103   13,004,373 548,245 SH   SOLE   500,962 0 47,283
RH COM 74967X103   8,374,957 24,048 SH   SOLE   21,871 0 2,177
SIMON PPTY GROUP INC NEW COM 828806109   8,591,865 54,708 SH   SOLE   49,853 0 4,855
SL GREEN RLTY CORP COM 78440X887   18,591,152 335,717 SH   SOLE   305,276 0 30,441
SONY GROUP CORP SPONSORED ADR 835699307   17,072,464 199,119 SH   SOLE   181,079 0 18,040
STONECO LTD COM CL A G85158106   7,880,051 474,416 SH   SOLE   433,939 0 40,477
SUPER MICRO COMPUTER INC PUT 86800U104   2,181,660 2,000 SH   SOLE   2,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   25,322,474 328,906 SH   SOLE   300,697 0 28,209
VESTIS CORPORATION COM SHS 29430C102   16,200,615 839,232 SH   SOLE   764,339 0 74,893
VORNADO RLTY TR SH BEN INT 929042109   16,751,247 582,247 SH   SOLE   530,279 0 51,968
WALKER & DUNLOP INC COM 93148P102   8,666,603 85,757 SH   SOLE   78,463 0 7,294
WELLS FARGO CO NEW COM 949746101   99,692 1,720 SH   SOLE   0 0 1,720
WYNDHAM HOTELS & RESORTS INC COM 98311A105   33,770 440 SH   SOLE   0 0 440
YETI HLDGS INC COM 98585X104   10,876,922 282,151 SH   SOLE   257,046 0 25,105