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 |
| APPLIED MATLS INC | COM | 038222105 | 20,551,390 | 126,369 | SH | SOLE | 126,369 | 0 | 0 | ||
| BUCKLE INC | COM | 118440106 | 24,045,731 | 473,248 | SH | SOLE | 473,248 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 26,145,119 | 306,436 | SH | SOLE | 306,436 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 25,891,415 | 437,355 | SH | SOLE | 437,355 | 0 | 0 | ||
| CONSOL ENERGY INC NEW | COM | 20854L108 | 26,033,013 | 244,029 | SH | SOLE | 244,029 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 24,790,079 | 57,419 | SH | SOLE | 57,419 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 14,541,668 | 39,419 | SH | SOLE | 39,419 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 18,356,293 | 377,857 | SH | SOLE | 377,857 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 12,196,976 | 424,538 | SH | SOLE | 424,538 | 0 | 0 | ||
| HF SINCLAIR CORP | COM | 403949100 | 19,880,009 | 567,190 | SH | SOLE | 567,190 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 22,059,348 | 676,045 | SH | SOLE | 676,045 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 22,209,266 | 87,538 | SH | SOLE | 87,538 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 9,856,568 | 546,676 | SH | SOLE | 546,676 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 15,554,108 | 775,766 | SH | SOLE | 775,766 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 41,828,215 | 215,921 | SH | SOLE | 215,921 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 21,627,608 | 34,323 | SH | SOLE | 34,323 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 18,086,489 | 387,623 | SH | SOLE | 387,623 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 20,532,100 | 284,260 | SH | SOLE | 284,260 | 0 | 0 | ||
| LANDBRIDGE COMPANY LLC | CL A | 514952100 | 17,689,738 | 269,191 | SH | SOLE | 269,191 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 16,212,250 | 218,288 | SH | SOLE | 218,288 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 6,016,882 | 143,979 | SH | SOLE | 143,979 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 19,704,933 | 141,254 | SH | SOLE | 141,254 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 20,588,313 | 244,633 | SH | SOLE | 244,633 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 22,296,176 | 76,606 | SH | SOLE | 76,606 | 0 | 0 | ||
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 30,972,409 | 28,005 | SH | SOLE | 28,005 | 0 | 0 | ||
| TRINET GROUP INC | COM | 896288107 | 15,038,773 | 165,680 | SH | SOLE | 165,680 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 30,644,506 | 86,851 | SH | SOLE | 86,851 | 0 | 0 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 19,626,045 | 160,095 | SH | SOLE | 160,095 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 30,032,604 | 2,841,306 | SH | SOLE | 2,841,306 | 0 | 0 | ||
| WARRIOR MET COAL INC | COM | 93627C101 | 24,949,531 | 459,984 | SH | SOLE | 459,984 | 0 | 0 | ||