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    <issuerName>AMAZON.COM INC.</issuerName>
    <cusip>023135106</cusip>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>125000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>125000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
    <cusip>03769M106</cusip>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of AGM's named executive officers (Say on Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>500000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>500000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
    <cusip>03769M106</cusip>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>An advisory vote on the frequency of future advisory votes to approve the compensation of AGM's named executive officers (Say on Frequency).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>500000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>500000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  </proxyTable>
  <proxyTable>
    <issuerName>CANADIAN NATURAL RESOURCES LIMITED</issuerName>
    <cusip>136385101</cusip>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>On an advisory basis, accepting the Corporation's approach to executive compensation, as described in the Information Circular.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>350000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>350000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EAGLE MATERIALS INC.</issuerName>
    <cusip>26969P108</cusip>
    <meetingDate>08/04/2025</meetingDate>
    <voteDescription>Advisory resolution to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>40000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NVR, INC.</issuerName>
    <cusip>62944T105</cusip>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Advisory vote to approve compensation paid to certain executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>ONTO INNOVATION INC.</issuerName>
    <cusip>683344105</cusip>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>130000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>130000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>RYAN SPECIALTY HOLDINGS INC CLASS A</issuerName>
    <cusip>78351F107</cusip>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>To approve, by a non-binding advisory vote, the compensation of our named executive officers (i.e., &quot;say-on-pay proposal&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>500000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>500000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  </proxyTable>
  <proxyTable>
    <issuerName>TURNING POINT BRANDS, INC.</issuerName>
    <cusip>90041L105</cusip>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>125000.00</sharesVoted>
    <sharesOnLoan>0.00</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>125000.00</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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