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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 900,474 22,300 SH SOLE 22,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,014,347 31,100 SH SOLE 31,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 431,641 4,900 SH SOLE 4,900 0 0
ALPHABET INC CAP STK CL A 02079K305 9,272,973 105,100 SH SOLE 105,100 0 0
APPLIED MATLS INC COM 038222105 9,932,760 102,000 SH SOLE 102,000 0 0
BANK AMERICA CORP COM 060505104 3,891,600 117,500 SH SOLE 117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,039,140 3,364 SH SOLE 3,364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,554,960 132,800 SH SOLE 132,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5,465,266 136,700 SH SOLE 136,700 0 0
CIGNA CORP NEW COM 125523100 10,175,452 30,710 SH SOLE 30,710 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,084,781 3,199 SH SOLE 3,199 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 3,850,290 239,000 SH SOLE 239,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 578,768 1,220 SH SOLE 1,220 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,564,642 51,940 SH SOLE 51,940 0 0
EXXON MOBIL CORP COM 30231G102 17,736,240 160,800 SH SOLE 160,800 0 0
META PLATFORMS INC CL A 30303M102 1,673,568 13,907 SH SOLE 13,907 0 0
FORD MTR CO DEL COM 345370860 6,946,599 597,300 SH SOLE 597,300 0 0
GLOBAL PMTS INC COM 37940X102 2,289,326 23,050 SH SOLE 23,050 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,386,868 18,600 SH SOLE 18,600 0 0
JPMORGAN CHASE & CO COM 46625H100 587,358 4,380 SH SOLE 4,380 0 0
LITHIA MTRS INC COM 536797103 873,216 4,265 SH SOLE 4,265 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,796,680 129,500 SH SOLE 129,500 0 0
MICRON TECHNOLOGY INC COM 595112103 4,063,374 81,300 SH SOLE 81,300 0 0
NETFLIX INC COM 64110L106 781,432 2,650 SH SOLE 2,650 0 0
OVINTIV INC COM 69047Q102 8,535,761 168,325 SH SOLE 168,325 0 0
PIMCO MUN INCOME FD III COM 72201A103 929,827 106,754 SH SOLE 106,754 0 0
QUALCOMM INC COM 747525103 7,349,489 66,850 SH SOLE 66,850 0 0
SCHLUMBERGER LTD COM STK 806857108 6,896,340 129,000 SH SOLE 129,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,319,618 2,489 SH SOLE 2,489 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,845,750 173,750 SH SOLE 173,750 0 0
WELLS FARGO CO NEW COM 949746101 4,145,516 100,400 SH SOLE 100,400 0 0