The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 | 33,990,175 | 95,112 | SH | SOLE | 95,112 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 36,187,401 | 151,831 | SH | SOLE | 151,831 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,300,400 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| ASA GOLD AND PRECIOUS MTLS L | SHS | G3156P103 | 3,642,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AST SPACEMOBILE INC | COM CL A | 00217D100 | 23,992,200 | 270,000 | SH | Put | SOLE | 270,000 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 24,551,135 | 49,064 | SH | SOLE | 49,064 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 93,606,250 | 125 | SH | SOLE | 125 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 15,011,700 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 40,031,200 | 80,000 | SH | Put | SOLE | 80,000 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 3,966,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CELSIUS HLDGS INC | COM NEW | 15118V207 | 5,856,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 8,140,380 | 78,303 | SH | SOLE | 78,303 | 0 | 0 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 7,079,637 | 7,568 | SH | SOLE | 7,568 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 18,096,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 6,188,167 | 96,675 | SH | SOLE | 96,675 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 4,619,700 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 110,312,720 | 149,800 | SH | Put | SOLE | 149,800 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 22,533,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 34,568,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 16,052,355 | 206,143 | SH | SOLE | 206,143 | 0 | 0 | ||
| LABCORP HOLDINGS INC | COM SHS | 504922105 | 31,792,880 | 113,546 | SH | SOLE | 113,546 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512816109 | 15,863,166 | 101,700 | SH | SOLE | 101,700 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 9,556,433 | 37,378 | SH | SOLE | 37,378 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 212,418,217 | 184,025 | SH | SOLE | 184,025 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 11,542,900 | 10,000 | SH | Put | SOLE | 10,000 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 31,401,324 | 156,936 | SH | SOLE | 156,936 | 0 | 0 | ||
| PAYCHEX INC | COM | 704326107 | 9,833,000 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 3,470,000 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 5,014,000 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 20,469,659 | 159,235 | SH | SOLE | 159,235 | 0 | 0 | ||
| SHARKNINJA INC | COM SHS | G8068L108 | 13,704,300 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 27,073,196 | 526,511 | SH | SOLE | 526,511 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 44,455,362 | 120,678 | SH | SOLE | 120,678 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 7,367,600 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 22,102,800 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | 31,650,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| STUBHUB HLDGS INC | CL A | 86384P109 | 10,296,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SYMBOTIC INC | CLASS A COM | 87151X101 | 2,247,500 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| TEMPUS AI INC | CL A | 88023B103 | 7,530,900 | 130,000 | SH | Put | SOLE | 130,000 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 11,922,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 2,980,700 | 10,000 | SH | Put | SOLE | 10,000 | 0 | 0 | |
| TJX COS INC NEW | COM | 872540109 | 18,550,266 | 122,444 | SH | SOLE | 122,444 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 32,617,337 | 432,304 | SH | SOLE | 432,304 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 6,036,000 | 80,000 | SH | Put | SOLE | 80,000 | 0 | 0 | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 12,855,444 | 19,600 | SH | Put | SOLE | 19,600 | 0 | 0 | |
| VIATRIS INC | COM | 92556V106 | 5,021,605 | 316,222 | SH | SOLE | 316,222 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 13,939,701 | 123,077 | SH | SOLE | 123,077 | 0 | 0 | ||