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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 1,572 25,767 SH   SOLE   25,767 0 0
AECOM COM 00766T100 3,821 115,680 SH   SOLE   115,680 0 0
ALLERGAN PLC SHS G0177J108 6,821 40,915 SH   SOLE   40,915 0 0
ALPHABET INC CAP STK CL C 02079K107 2,564 2,298 SH   SOLE   2,298 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 2,784 30,410 SH   SOLE   30,410 0 0
ARAMARK COM 03852U106 745 20,075 SH   SOLE   20,075 0 0
ARCH CAP GROUP LTD ORD g0450a105 5,831 220,384 SH   SOLE   220,384 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247x102 1,378 21,800 SH   SOLE   21,800 0 0
BROOKDALE SR LIVING INC COM 112463104 2,546 280,060 SH   SOLE   280,060 0 0
CABLE ONE INC COM 12685J105 1,417 1,933 SH   SOLE   1,933 0 0
CAPITAL SR LIVING CORP COM 140475104 5,207 488,000 SH   SOLE   488,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,420 11,665 SH   SOLE   11,665 0 0
CHUBB LIMITED COM H1467J104 216 1,700 SH   SOLE   1,700 0 0
DOLLAR GEN CORP NEW COM 256677105 1,769 17,940 SH   SOLE   17,940 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 711 94,160 SH   SOLE   94,160 0 0
FEDEX CORP COM 31428X106 1,580 6,960 SH   SOLE   6,960 0 0
FLEX LTD ORD y2573f102 7,268 515,100 SH   SOLE   515,100 0 0
GOLAR LNG LTD BERMUDA SHS g9456a100 52,516 1,782,613 SH   SOLE   1,782,613 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 5,947 384,643 SH   SOLE   384,643 0 0
HCA HEALTHCARE INC COM 40412c101 3,053 29,758 SH   SOLE   29,758 0 0
IQVIA HLDGS INC COM 46266c105 5,533 55,434 SH   SOLE   55,434 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,462 24,851 SH   SOLE   24,851 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,036 151,671 SH   SOLE   151,671 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 5,680 293,110 SH   SOLE   293,110 0 0
LKQ CORP COM 501889208 2,540 79,630 SH   SOLE   79,630 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 2,150 6,930 SH   SOLE   6,930 0 0
MARKEL CORP COM 570535104 2,079 1,917 SH   SOLE   1,917 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 17,511 1,384,242 SH   SOLE   1,384,242 0 0
NCR CORP NEW COM 62886E108 3,087 102,980 SH   SOLE   102,980 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,807 24,620 SH   SOLE   24,620 0 0
ORACLE CORP COM 68389X105 1,951 44,280 SH   SOLE   44,280 0 0
ROCKWELL AUTOMATION INC COM 773903109 203 1,223 SH   SOLE   1,223 0 0
ROCKWELL COLLINS INC COM 774341101 219 1,629 SH   SOLE   1,629 0 0
SCHLUMBERGER LTD COM 806857108 935 13,950 SH   SOLE   13,950 0 0
SEADRILL LIMITED SHS G7945E105 884 15,000 SH   SOLE   15,000 0 0
SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 150 43,150 SH   SOLE   43,150 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,642 78,060 SH   SOLE   78,060 0 0
SILGAN HOLDINGS INC COM 827048109 359 13,380 SH   SOLE   13,380 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 200 6,230 SH   SOLE   6,230 0 0
STERLING BANCORP DEL COM 85917A100 2,818 119,910 SH   SOLE   119,910 0 0
TEGNA INC COM 87901j105 1,191 109,728 SH   SOLE   109,728 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,530 12,215 SH   SOLE   12,215 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 615 5,920 SH   SOLE   5,920 0 0
VIASAT INC COM 92552V100 11,478 174,655 SH   SOLE   174,655 0 0
VISTEON CORP COM NEW 92839U206 3,785 29,285 SH   SOLE   29,285 0 0
XPLORE TECHNOLOGIES CORP COM PAR $0.001 983950700 76 19,724 SH   SOLE   19,724 0 0
XPO LOGISTICS INC COM 983793100 2,311 23,070 SH   SOLE   23,070 0 0