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

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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 489,773,798 1,370,495 SH SOLE 1,370,495 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 433,426,331 2,155,492 SH SOLE 2,155,492 0 0
COUPANG INC CL A 22266T109 226,122,035 13,017,964 SH SOLE 13,017,964 0 0
LITHIA MTRS INC COM 536797103 723,475,222 2,490,534 SH SOLE 2,490,534 0 0
LOAR HOLDINGS INC COM SHS 53947R105 2,583,569,846 32,050,240 SH SOLE 32,050,240 0 0
META PLATFORMS INC CL A 30303M102 183,156,560 325,155 SH SOLE 325,155 0 0
NUVATION BIO INC COM CL A 67080N101 7,216,463 1,270,504 SH SOLE 1,270,504 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 454,624,038 5,798,776 SH SOLE 5,798,776 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 187,609,761 3,251,469 SH SOLE 0 0 3,251,469
U HAUL HOLDING COMPANY COM 023586100 2,382,081 36,401 SH SOLE 36,401 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 188,390,007 720,779 SH SOLE 720,779 0 0