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 C 02079K107 20,740,925 66,096 SH SOLE 66,096 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 96,614,400 128 SH SOLE 128 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 8,407,500 750,000 SH SOLE 750,000 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 5,605,000 500,000 SH Call SOLE 0 0 500,000
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 7,235,995 208,290 SH SOLE 208,290 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 14,935,528 553,783 SH SOLE 553,783 0 0
CAMECO CORP COM 13321L108 26,531,460 289,993 SH SOLE 289,993 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 606,647 19,864 SH SOLE 19,864 0 0
CARNIVAL PLC ADS 14365C103 44,463,204 1,465,981 SH SOLE 1,465,981 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,547,645 87,278 SH SOLE 87,278 0 0
CLEARWAY ENERGY INC CL A 18539C105 3,024,583 96,263 SH SOLE 96,263 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 7,280,000 500,000 SH SOLE 500,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 17,472,000 1,200,000 SH Call SOLE 0 0 1,200,000
ENERGY FUELS INC COM NEW 292671708 4,478,320 308,000 SH SOLE 308,000 0 0
FOX CORP CL B COM 35137L204 64,694,564 996,374 SH SOLE 996,374 0 0
FTAI AVIATION LTD SHS G3730V105 14,005,878 71,150 SH SOLE 71,150 0 0
GCI LIBERTY INC COM SER A 36164V602 90,073 2,443 SH SOLE 2,443 0 0
GCI LIBERTY INC COM SER C 36164V800 474,204 12,744 SH SOLE 12,744 0 0
GITLAB INC CLASS A COM 37637K108 13,923,630 371,000 SH SOLE 371,000 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107 47,586 9,997 SH SOLE 9,997 0 0
HEICO CORP NEW CL A 422806208 16,821,430 66,638 SH SOLE 66,638 0 0
INTEL CORP COM 458140100 17,195,400 466,000 SH SOLE 466,000 0 0
LENNAR CORP CL A 526057104 2,116,858 20,592 SH SOLE 20,592 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 589,837 12,217 SH SOLE 12,217 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 2,073,130 42,657 SH SOLE 42,657 0 0
LIBERTY GLOBAL LTD COM CL C G61188127 21,319,476 1,931,112 SH SOLE 1,931,112 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771 4,609,416 51,571 SH SOLE 51,571 0 0
MAREX GROUP PLC ORD G5S37H101 18,212,292 474,773 SH SOLE 474,773 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 2,052,000 1,800,000 SH SOLE 1,800,000 0 0
NEWS CORP NEW CL A 65249B109 13,134,155 502,839 SH SOLE 502,839 0 0
NEXGEN ENERGY LTD COM 65340P106 29,415,558 3,196,635 SH SOLE 3,196,635 0 0
NIOCORP DEVS LTD COM NEW 654484609 5,677,095 1,071,150 SH SOLE 1,071,150 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 7,240,585 100,299 SH SOLE 100,299 0 0
SUMMIT MIDSTREAM CORPORATION COM 86614G101 18,864,254 707,056 SH SOLE 707,056 0 0
TALEN ENERGY CORP COM 87422Q109 103,081,000 275,000 SH SOLE 275,000 0 0
TESLA INC COM 88160R101 53,966,400 120,000 SH Put SOLE 0 0 120,000
U HAUL HOLDING COMPANY COM 023586100 5,181,795 102,793 SH SOLE 102,793 0 0
UNDER ARMOUR INC CL A 904311107 9,909,415 1,993,846 SH SOLE 1,993,846 0 0
ZILLOW GROUP INC CL A 98954M101 2,714,803 39,789 SH SOLE 39,789 0 0