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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   1,208,184 7,581 SH   SOLE   7,581 0 0
AECOM COM 00766T100   2,631,121 31,204 SH   SOLE   31,204 0 0
ALPHABET INC CAP STK CL C 02079K107   3,382,080 32,520 SH   SOLE   32,520 0 0
AVID TECHNOLOGY INC COM 05367P100   820,767 25,665 SH   SOLE   25,665 0 0
Arch Capital Group Ltd ORD g0450a105   6,502,693 95,811 SH   SOLE   95,811 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,748,873 5,664 SH   SOLE   5,664 0 0
BOEING CO COM 097023105   269,149 1,267 SH   SOLE   1,267 0 0
BOOKING HOLDINGS INC COM 09857L108   2,196,195 828 SH   SOLE   828 0 0
CENTURY CMNTYS INC COM 156504300   1,893,310 29,620 SH   SOLE   29,620 0 0
CHUBB LIMITED COM H1467J104   291,270 1,500 SH   SOLE   1,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,329,664 33,068 SH   SOLE   33,068 0 0
DOLLAR GEN CORP NEW COM 256677105   1,455,962 6,918 SH   SOLE   6,918 0 0
FEDEX CORP COM 31428X106   1,026,149 4,491 SH   SOLE   4,491 0 0
GENPACT LIMITED SHS G3922B107   891,306 19,284 SH   SOLE   19,284 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   498,516 1,524 SH   SOLE   1,524 0 0
Golar LNG Ltd SHS g9456a100   31,030,409 1,436,593 SH   SOLE   1,436,593 0 0
HCA Healthcare Inc COM 40412c101   1,109,038 4,206 SH   SOLE   4,206 0 0
HOST HOTELS & RESORTS INC COM 44107P104   542,356 32,890 SH   SOLE   32,890 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,114,920 8,505 SH   SOLE   8,505 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   521,873 5,675 SH   SOLE   5,675 0 0
IQVIA Holdings Inc COM 46266c105   2,372,957 11,931 SH   SOLE   11,931 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   1,140,057 55,940 SH   SOLE   55,940 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   2,558,575 13,131 SH   SOLE   13,131 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,226,872 3,376 SH   SOLE   3,376 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   16,141,342 1,152,953 SH   SOLE   1,152,953 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,860,123 63,205 SH   SOLE   63,205 0 0
ROCKWELL AUTOMATION INC COM 773903109   358,889 1,223 SH   SOLE   1,223 0 0
SALESFORCE INC COM 79466L302   1,517,329 7,595 SH   SOLE   7,595 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,618,046 20,080 SH   SOLE   20,080 0 0
T-MOBILE US INC COM 872590104   1,452,600 10,029 SH   SOLE   10,029 0 0
VIASAT INC COM 92552V100   4,890,557 144,520 SH   SOLE   144,520 0 0
VISTEON CORP COM NEW 92839U206   1,963,982 12,523 SH   SOLE   12,523 0 0
WHIRLPOOL CORP COM 963320106   482,401 3,654 SH   SOLE   3,654 0 0
WNS HLDGS LTD SPON ADR 92932M101   589,021 6,322 SH   SOLE   6,322 0 0