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
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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
Amazon.com Inc. COM 023135106 13,696,274 54,972 SH SOLE 54,972 0 0
Amgen Inc. COM 031162100 4,684,503 11,114 SH SOLE 11,114 0 0
Apple Inc. COM 037833100 4,003,838 12,023 SH SOLE 12,023 0 0
BOEING CO/THE COM 097023105 12,361,348 66,441 SH SOLE 66,441 0 0
CADELER PLC SPON ADR 127992311 11,067,343 505,589 SH SOLE 505,589 0 0
Cheniere Energy Inc COM NEW 16411R208 1,933,947 7,189 SH SOLE 7,189 0 0
Chord Energy Corp. COM NEW 674215207 16,562,355 123,535 SH SOLE 123,535 0 0
Clear Secure Inc Class A COM CL A 18467V109 5,278,862 125,837 SH SOLE 125,837 0 0
Comcast Cl A CL A 20030N101 3,104,996 142,693 SH SOLE 142,693 0 0
CRESCENT ENERGY INC-A CL A COM 44952J104 4,603,535 357,140 SH SOLE 357,140 0 0
Genworth Financial Inc COM SHS 37247D106 6,504,012 725,085 SH SOLE 725,085 0 0
Honeywell Aerospace Inc COM 43849R105 4,005,975 25,850 SH SOLE 25,850 0 0
Honeywell International Inc COM 438516106 5,374,962 25,481 SH SOLE 25,481 0 0
Hornbeck Offshore Services COM 42330P107 28,572,272 3,715,510 SH SOLE 3,715,510 0 0
Hudson Pacific Properties Inc COM 444097406 20,938,661 1,814,442 SH SOLE 1,814,442 0 0
Hyster-Yale Materials Handling Inc. Cl A CL A 449172105 12,586,308 399,946 SH SOLE 399,946 0 0
Intel Corporation COM 458140100 38,217,631 317,871 SH SOLE 317,871 0 0
Jefferies Financial COM 47233W109 16,904,003 369,648 SH SOLE 369,648 0 0
Joby Aviation Inc. COMMON STOCK G65163100 17,654,070 2,918,028 SH SOLE 2,918,028 0 0
LYFT INC-A CL A COM 55087P104 13,382,090 891,545 SH SOLE 891,545 0 0
Maplebear Inc. COM 565394103 18,537,029 429,894 SH SOLE 429,894 0 0
Maui Land & Pineapple Co. COM 577345101 19,807,141 1,241,827 SH SOLE 1,241,827 0 0
MBIA Inc COM 55262C100 8,530,023 2,002,353 SH SOLE 2,002,353 0 0
Mesabi Trust CTF BEN INT 590672101 13,271,393 677,458 SH SOLE 677,458 0 0
Micron Technology Inc COM 595112103 27,469,381 25,790 SH SOLE 25,790 0 0
New York Times Cl A CL A 650111107 9,167,470 143,916 SH SOLE 143,916 0 0
Noble Corp PLC ORD SHS A G65431127 3,155,544 75,600 SH SOLE 75,600 0 0
Office Properties Income Trust COM OF BENEFICIA 67623C307 21,638,913 1,358,375 SH SOLE 1,358,375 0 0
Qualcomm Inc. COM 747525103 10,934,606 59,414 SH SOLE 59,414 0 0
Rivian Automotive Inc Class A COM CL A 76954A103 18,738,062 1,254,221 SH SOLE 1,254,221 0 0
SL Green Realty Corp COM 78440X887 9,539,400 195,000 SH SOLE 195,000 0 0
Star Bulk Carriers Corp. SHS PAR Y8162K204 7,875,654 268,244 SH SOLE 268,244 0 0
Tidewater Inc. COM 88642R109 16,808,543 207,257 SH SOLE 207,257 0 0
Valaris Ltd CL A G9460G101 12,624,603 160,782 SH SOLE 160,782 0 0
Versant Media Group Inc COM CL A 925283103 8,561,087 270,066 SH SOLE 270,066 0 0
Wolfspeed Inc COMMON STOCK 97785W106 14,156,423 503,250 SH SOLE 503,250 0 0
ZoomInfo Technologies Inc COMMON STOCK 98980F104 758,000 200,000 SH SOLE 200,000 0 0