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
ALPHABET INC CAP STK CL A 02079K305 234,750 750 SH SOLE 0 0 750
AMAZON COM INC COM 023135106 207,738 900 SH SOLE 0 0 900
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 527,400 20,000 SH SOLE 0 0 20,000
APPLE INC COM 037833100 276,898 1,019 SH SOLE 0 0 1,019
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 11,283,540 1,197,828 SH SOLE 872,455 0 325,373
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 306,617 610 SH SOLE 510 0 100
CAMDEN PPTY TR SH BEN INT 133131102 19,747,692 179,394 SH SOLE 130,676 0 48,718
CARNIVAL CORP UNIT 99/99/9999 143658300 26,517,821 868,298 SH SOLE 630,622 0 237,676
CHART INDS INC COM 16115Q308 19,460,894 94,365 SH SOLE 69,870 0 24,495
COMPASS INC CL A 20464U100 21,414,916 2,026,009 SH SOLE 1,473,877 0 552,132
COSTCO WHSL CORP NEW COM 22160K105 241,456 280 SH SOLE 0 0 280
DECKERS OUTDOOR CORP COM 243537107 17,384,423 167,690 SH SOLE 120,702 0 46,988
EVERUS CONSTR GROUP COM 300426103 9,314,575 108,866 SH SOLE 81,450 0 27,416
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 5,669,663 103,859 SH SOLE 79,697 0 24,162
GENIUS SPORTS LIMITED SHARES CL A G3934V109 9,264,074 840,660 SH SOLE 586,648 0 254,012
LUXEXPERIENCE BV SPONSORED ADS 55406W103 10,710,654 1,282,713 SH SOLE 930,380 0 352,333
MADDEN STEVEN LTD COM 556269108 29,460,259 707,499 SH SOLE 519,039 0 188,460
MASTERBRAND INC COMMON STOCK 57638P104 15,656,520 1,418,163 SH SOLE 1,041,265 0 376,898
MID-AMER APT CMNTYS INC COM 59522J103 20,007,763 144,034 SH SOLE 104,815 0 39,219
NU HLDGS LTD ORD SHS CL A G6683N103 27,587,671 1,648,009 SH SOLE 1,214,323 0 433,686
ONESPAWORLD HOLDINGS LIMITED COM P73684113 18,266,942 880,759 SH SOLE 642,384 0 238,375
PAYPAL HLDGS INC COM 70450Y103 20,947,153 358,807 SH SOLE 269,313 0 89,494
PERMIAN RESOURCES CORP CLASS A COM 71424F105 7,623,229 543,352 SH SOLE 395,985 0 147,367
SHARKNINJA INC COM SHS G8068L108 21,368,648 190,962 SH SOLE 138,180 0 52,782
SIMON PPTY GROUP INC NEW COM 828806109 11,175,276 60,371 SH SOLE 44,608 0 15,763
SONY GROUP CORP SPONSORED ADR 835699307 9,520,282 371,886 SH SOLE 280,857 0 91,029
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 7,892,639 332,042 SH SOLE 233,433 0 98,609
UBER TECHNOLOGIES INC COM 90353T100 30,035,289 367,584 SH SOLE 271,357 0 96,227
WALKER & DUNLOP INC COM 93148P102 6,882,363 114,420 SH SOLE 84,385 0 30,035