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
APPLIED MATLS INC COM 038222105 20,551,390 126,369 SH SOLE 126,369 0 0
BUCKLE INC COM 118440106 24,045,731 473,248 SH SOLE 473,248 0 0
CF INDS HLDGS INC COM 125269100 26,145,119 306,436 SH SOLE 306,436 0 0
CISCO SYS INC COM 17275R102 25,891,415 437,355 SH SOLE 437,355 0 0
CONSOL ENERGY INC NEW COM 20854L108 26,033,013 244,029 SH SOLE 244,029 0 0
DILLARDS INC CL A 254067101 24,790,079 57,419 SH SOLE 57,419 0 0
ELEVANCE HEALTH INC COM 036752103 14,541,668 39,419 SH SOLE 39,419 0 0
FOX CORP CL A COM 35137L105 18,356,293 377,857 SH SOLE 377,857 0 0
GENTEX CORP COM 371901109 12,196,976 424,538 SH SOLE 424,538 0 0
HF SINCLAIR CORP COM 403949100 19,880,009 567,190 SH SOLE 567,190 0 0
HP INC COM 40434L105 22,059,348 676,045 SH SOLE 676,045 0 0
HUMANA INC COM 444859102 22,209,266 87,538 SH SOLE 87,538 0 0
HUNTSMAN CORP COM 447011107 9,856,568 546,676 SH SOLE 546,676 0 0
INTEL CORP COM 458140100 15,554,108 775,766 SH SOLE 775,766 0 0
INTERDIGITAL INC COM 45867G101 41,828,215 215,921 SH SOLE 215,921 0 0
KLA CORP COM NEW 482480100 21,627,608 34,323 SH SOLE 34,323 0 0
KULICKE & SOFFA INDS INC COM 501242101 18,086,489 387,623 SH SOLE 387,623 0 0
LAM RESEARCH CORP COM NEW 512807306 20,532,100 284,260 SH SOLE 284,260 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 17,689,738 269,191 SH SOLE 269,191 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 16,212,250 218,288 SH SOLE 218,288 0 0
MAGNA INTL INC COM 559222401 6,016,882 143,979 SH SOLE 143,979 0 0
MARATHON PETE CORP COM 56585A102 19,704,933 141,254 SH SOLE 141,254 0 0
MICRON TECHNOLOGY INC COM 595112103 20,588,313 244,633 SH SOLE 244,633 0 0
MOLINA HEALTHCARE INC COM 60855R100 22,296,176 76,606 SH SOLE 76,606 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 30,972,409 28,005 SH SOLE 28,005 0 0
TRINET GROUP INC COM 896288107 15,038,773 165,680 SH SOLE 165,680 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 30,644,506 86,851 SH SOLE 86,851 0 0
VALERO ENERGY CORP COM 91913Y100 19,626,045 160,095 SH SOLE 160,095 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 30,032,604 2,841,306 SH SOLE 2,841,306 0 0
WARRIOR MET COAL INC COM 93627C101 24,949,531 459,984 SH SOLE 459,984 0 0