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 929 12,837 SH   SOLE   12,837 0 0
AECOM COM 00766T100 1,602 60,460 SH   SOLE   60,460 0 0
ALLERGAN PLC SHS G0177J108 4,939 36,951 SH   SOLE   36,951 0 0
ALPHABET INC CAP STK CL C 02079K107 2,052 1,981 SH   SOLE   1,981 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 3,508 63,005 SH   SOLE   63,005 0 0
ARAMARK COM 03852U106 479 16,525 SH   SOLE   16,525 0 0
ARCH CAP GROUP LTD ORD g0450a105 5,566 208,323 SH   SOLE   208,323 0 0
BROOKDALE SR LIVING INC COM 112463104 1,305 194,780 SH   SOLE   194,780 0 0
CABLE ONE INC COM 12685J105 326 397 SH   SOLE   397 0 0
CAPITAL SR LIVING CORP COM 140475104 3,411 501,570 SH   SOLE   501,570 0 0
CDK GLOBAL INC COM 12508E101 772 16,130 SH   SOLE   16,130 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,988 6,976 SH   SOLE   6,976 0 0
CHUBB LIMITED COM H1467J104 220 1,700 SH   SOLE   1,700 0 0
DOLLAR GEN CORP NEW COM 256677105 1,704 15,770 SH   SOLE   15,770 0 0
FEDEX CORP COM 31428X106 819 5,079 SH   SOLE   5,079 0 0
FLEX LTD ORD y2573f102 378 49,725 SH   SOLE   49,725 0 0
GENERAL MTRS CO COM 37045V100 802 23,970 SH   SOLE   23,970 0 0
GOLAR LNG LTD BERMUDA SHS g9456a100 37,833 1,738,670 SH   SOLE   1,738,670 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 4,109 380,446 SH   SOLE   380,446 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 279 1,670 SH   SOLE   1,670 0 0
HCA HEALTHCARE INC COM 40412c101 2,906 23,353 SH   SOLE   23,353 0 0
IQVIA HLDGS INC COM 46266c105 2,707 23,302 SH   SOLE   23,302 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,846 14,610 SH   SOLE   14,610 0 0
LENNAR CORP CL A 526057104 823 21,020 SH   SOLE   21,020 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,780 134,697 SH   SOLE   134,697 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,576 108,166 SH   SOLE   108,166 0 0
LKQ CORP COM 501889208 436 18,370 SH   SOLE   18,370 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,140 4,260 SH   SOLE   4,260 0 0
MARKEL CORP COM 570535104 955 920 SH   SOLE   920 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 12,584 1,338,748 SH   SOLE   1,338,748 0 0
NCR CORP NEW COM 62886E108 703 30,480 SH   SOLE   30,480 0 0
ORACLE CORP COM 68389X105 861 19,070 SH   SOLE   19,070 0 0
QUANTA SVCS INC COM 74762E102 833 27,670 SH   SOLE   27,670 0 0
SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 75 43,125 SH   SOLE   43,125 0 0
STERLING BANCORP DEL COM 85917A100 733 44,390 SH   SOLE   44,390 0 0
TEGNA INC COM 87901j105 190 17,440 SH   SOLE   17,440 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,008 21,303 SH   SOLE   21,303 0 0
VIASAT INC COM 92552V100 14,895 241,360 SH   SOLE   241,360 0 0
VISTEON CORP COM NEW 92839U206 6,259 90,755 SH   SOLE   90,755 0 0
XPO LOGISTICS INC COM 983793100 2,198 23,070 SH   SOLE   23,070 0 0