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
ABM INDS INC COM 000957100 6,225,807 140,728 SH SOLE 140,728 0 0
AMERESCO INC CL A 02361E108 9,356,400 339,000 SH SOLE 339,000 0 0
BARNWELL INDS INC COM 068221100 731,792 724,547 SH SOLE 724,547 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,172,266 26,324 SH SOLE 26,324 0 0
DOORDASH INC CL A 25809K105 1,771,488 9,600 SH SOLE 9,600 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 17,757,013 376,527 SH SOLE 376,527 0 0
FUTURECREST ACQUISITION CORP UNIT 99/99/9999 G3730U123 3,455,575 330,677 SH SOLE 330,677 0 0
GENERAC HLDGS INC COM 368736104 3,721,615 12,710 SH SOLE 12,710 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 1,408,500 150,000 SH SOLE 150,000 0 0
HARLEY DAVIDSON INC COM 412822108 2,030,914 83,030 SH SOLE 83,030 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 22,455,009 314,100 SH SOLE 314,100 0 0
JAKKS PAC INC COM NEW 47012E403 1,783,201 76,598 SH SOLE 76,598 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 3,117,000 60,000 SH SOLE 60,000 0 0
JOINT CORP COM 47973J102 5,214,495 593,906 SH SOLE 593,906 0 0
KINDER MORGAN INC DEL COM 49456B101 4,467,200 139,731 SH SOLE 139,731 0 0
MCDONALDS CORP COM 580135101 4,000,588 14,800 SH SOLE 14,800 0 0
OWENS CORNING NEW COM 690742101 3,179,200 20,000 SH SOLE 20,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 15,281,786 1,912,614 SH SOLE 1,912,614 0 0
RICE ACQUISITION CORP 3 ORD SHS CL A G7553X106 107,100 10,000 SH SOLE 10,000 0 0
TANDY LEATHER FACTORY INC COM 87538X105 2,041,217 876,059 SH SOLE 876,059 0 0
UNITED NAT FOODS INC COM 911163103 22,577,924 494,371 SH SOLE 494,371 0 0
WHITESTONE REIT COM 966084204 2,178,144 114,881 SH SOLE 114,881 0 0
KROGER CO COM 501044101 682,630 12,293 SH SOLE 12,293 0 0
SUN LIFE FINANCIAL INC. COM 866796105 981,818 12,520 SH SOLE 12,520 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 577,262 1,560 SH SOLE 1,560 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 38,846,326 51,888 SH SOLE 51,888 0 0