The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,643,871 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 13,711,875 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 7,371,018 | 254,700 | SH | SOLE | 254,700 | 0 | 0 | ||
| BANC OF CALIFORNIA INC | COM | 05990K106 | 4,922,277 | 350,340 | SH | SOLE | 350,340 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 10,521,778 | 21,660 | SH | SOLE | 21,660 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 3,801,933 | 9,300 | SH | SOLE | 9,300 | 0 | 0 | ||
| CIPHER MINING INC | COM | 17253J106 | 717,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | 3,960,240 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 6,072,145 | 219,211 | SH | SOLE | 219,211 | 0 | 0 | ||
| GAMCO GLOBAL GOLD NAT RES & | COM SH BEN INT | 36465A109 | 454,238 | 103,471 | SH | SOLE | 103,471 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 3,779,673 | 173,300 | SH | SOLE | 173,300 | 0 | 0 | ||
| JAMES HARDIE INDS PLC | SPONSORED ADR | 47030M106 | 6,588,050 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | 5,286,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 17,714,160 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 10,495,351 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,003,180 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 5,625,217 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
| RIOT PLATFORMS INC | COM | 767292105 | 1,261,080 | 111,600 | SH | SOLE | 111,600 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 7,057,212 | 75,640 | SH | SOLE | 75,640 | 0 | 0 | ||
| UNITED STATES CELLULAR CORP | COM | 911684108 | 6,288,251 | 98,300 | SH | SOLE | 98,300 | 0 | 0 | ||
| WAYSTAR HLDG CORP | COM | 946784105 | 4,398,838 | 107,630 | SH | SOLE | 107,630 | 0 | 0 | ||