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
APPLIED MATLS INC COM 038222105 21,392,847 29,589 SH SOLE 29,589 0 0
BUCKLE INC COM 118440106 11,474,306 271,903 SH SOLE 271,903 0 0
CF INDUSTRIES HOLD COM 125269100 25,853,786 238,812 SH SOLE 238,812 0 0
CISCO SYS INC COM 17275R102 16,727,713 142,412 SH SOLE 142,412 0 0
COMCAST CORP NEW CL A 20030N101 21,983,518 895,459 SH SOLE 895,459 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 22,743,124 284,218 SH SOLE 284,218 0 0
DILLARDS INC CL A 254067101 16,768,879 31,734 SH SOLE 31,734 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 27,860,028 72,040 SH SOLE 72,040 0 0
FOX CORP CL A COM 35137L105 26,826,461 514,311 SH SOLE 514,311 0 0
GENTEX CORP COM 371901109 4,872,687 192,825 SH SOLE 192,825 0 0
HF SINCLAIR CORP COM 403949100 18,319,134 263,017 SH SOLE 263,017 0 0
HP INC COM 40434L105 26,108,029 1,189,974 SH SOLE 1,189,974 0 0
HUMANA INC COM 444859102 36,325,372 91,449 SH SOLE 91,449 0 0
INTEL CORP COM 458140100 19,133,499 137,030 SH SOLE 137,030 0 0
INTERDIGITAL INC COM 45867G101 18,162,506 64,149 SH SOLE 64,149 0 0
KLA CORP COM NEW 482480100 22,109,007 73,279 SH SOLE 73,279 0 0
LAM RESEARCH CORP COM NEW 512807306 21,851,964 50,428 SH SOLE 50,428 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 16,114,642 203,365 SH SOLE 203,365 0 0
LANTHEUS HLDGS INC COM 516544103 44,453,546 400,699 SH SOLE 400,699 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 17,716,777 336,501 SH SOLE 336,501 0 0
MARATHON PETE CORP COM 56585A102 24,993,787 97,758 SH SOLE 97,758 0 0
MICRON TECHNOLOGY INC COM 595112103 21,952,287 19,018 SH SOLE 19,018 0 0
MOLINA HEALTHCARE INC COM 60855R100 41,630,489 182,031 SH SOLE 182,031 0 0
SCORPIO TANKERS INC SHS Y7542C130 17,784,029 256,772 SH SOLE 256,772 0 0
SIGNET JEWELERS LIMITED SHS G81276100 29,076,639 337,316 SH SOLE 337,316 0 0
TEEKAY TANKERS LTD CL A G8726X106 17,571,985 270,880 SH SOLE 270,880 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 14,843,873 33,918 SH SOLE 33,918 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 28,602,663 52,789 SH SOLE 52,789 0 0
VALERO ENERGY CORP COM 91913Y100 26,063,012 100,073 SH SOLE 100,073 0 0
WARRIOR MET COAL INC COM 93627C101 25,744,114 317,202 SH SOLE 317,202 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 27,536,812 337,875 SH SOLE 337,875 0 0