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
ADOBE INC COM 00724F101   509,900 1,000 SH   SOLE   1,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,986,770 48,500 SH   SOLE   48,500 0 0
ALLY FINL INC COM 02005N100   3,404,368 127,600 SH   SOLE   127,600 0 0
AMAZON COM INC COM 023135106   12,953,528 101,900 SH   SOLE   101,900 0 0
BLACKSTONE INC COM 09260D107   16,606,700 155,000 SH   SOLE   155,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,482,400 60,000 SH   SOLE   60,000 0 0
CASELLA WASTE SYS INC CL A 147448104   457,800 6,000 SH   SOLE   6,000 0 0
CISCO SYS INC COM 17275R102   2,419,200 45,000 SH   SOLE   45,000 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   9,421,188 1,338,237 SH   SOLE   1,338,237 0 0
ISHARES TR MSCI ACWI ETF 464288257   217,993 2,360 SH   SOLE   2,360 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,300,075 32,500 SH   SOLE   32,500 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,779,050 65,000 SH   SOLE   65,000 0 0
LOWES COS INC COM 548661107   1,714,680 8,250 SH   SOLE   8,250 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   3,886,168 122,980 SH   SOLE   122,980 0 0
PAYCOM SOFTWARE INC COM 70432V102   1,620,438 6,250 SH   SOLE   6,250 0 0
FLJ GROUP LIMITED SPON ADS 74738J201   103,509 460,244 SH   SOLE   460,244 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,626,437 6,144 SH   SOLE   6,144 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,943,980 37,000 SH   SOLE   37,000 0 0
SPECTRAL AI INC COM CL A 84757T105   1,946,906 758,584 SH   SOLE   758,584 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   6,210,180 105,436 SH   SOLE   105,436 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   16,228,165 436,241 SH   SOLE   436,241 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   461,550 42,500 SH   SOLE   42,500 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   2,807,325 67,500 SH   SOLE   67,500 0 0
WHITE MTNS INS GROUP LTD COM G9618E107   418,793 280 SH   OTR 1 0 0 280
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   464,148 1,325 SH   OTR 1 0 0 1,325
GRAHAM HLDGS CO COM CL B 384637104   311,905 535 SH   OTR 1 0 0 535