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
AECOM COM 00766T100 1,016 34,235 SH   SOLE   34,235 0 0
ALLERGAN PLC SHS G0177J108 6,152 42,020 SH   SOLE   42,020 0 0
ALPHABET INC CAP STK CL C 02079K107 1,651 1,407 SH   SOLE   1,407 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 4,359 52,757 SH   SOLE   52,757 0 0
ARAMARK COM 03852U106 488 16,525 SH   SOLE   16,525 0 0
ARCH CAP GROUP LTD ORD g0450a105 5,930 183,487 SH   SOLE   183,487 0 0
BOEING CO COM 097023105 207 544 SH   SOLE   544 0 0
BROOKDALE SR LIVING INC COM 112463104 1,059 160,976 SH   SOLE   160,976 0 0
CAPITAL SR LIVING CORP COM 140475104 2,071 519,071 SH   SOLE   519,071 0 0
CENTURY CMNTYS INC COM 156504300 1,213 50,590 SH   SOLE   50,590 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,614 4,652 SH   SOLE   4,652 0 0
CHUBB LIMITED COM H1467J104 210 1,500 SH   SOLE   1,500 0 0
DOLLAR GEN CORP NEW COM 256677105 1,323 11,090 SH   SOLE   11,090 0 0
FEDEX CORP COM 31428X106 593 3,271 SH   SOLE   3,271 0 0
FLEX LTD ORD y2573f102 477 47,695 SH   SOLE   47,695 0 0
GENERAL MTRS CO COM 37045V100 839 22,610 SH   SOLE   22,610 0 0
GOLAR LNG LTD BERMUDA SHS g9456a100 34,636 1,642,310 SH   SOLE   1,642,310 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 3,548 274,839 SH   SOLE   274,839 0 0
HCA HEALTHCARE INC COM 40412c101 2,218 17,012 SH   SOLE   17,012 0 0
IQVIA HLDGS INC COM 46266c105 2,454 17,056 SH   SOLE   17,056 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,053 6,885 SH   SOLE   6,885 0 0
LENNAR CORP CL A 526057104 930 18,950 SH   SOLE   18,950 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,693 111,219 SH   SOLE   111,219 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,562 80,316 SH   SOLE   80,316 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 613 2,090 SH   SOLE   2,090 0 0
MARKEL CORP COM 570535104 635 637 SH   SOLE   637 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 14,024 1,274,954 SH   SOLE   1,274,954 0 0
ORACLE CORP COM 68389X105 1,008 18,770 SH   SOLE   18,770 0 0
QUANTA SVCS INC COM 74762E102 1,006 26,660 SH   SOLE   26,660 0 0
ROCKWELL AUTOMATION INC COM 773903109 215 1,223 SH   SOLE   1,223 0 0
SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 37 43,125 SH   SOLE   43,125 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,688 6,168 SH   SOLE   6,168 0 0
VIASAT INC COM 92552V100 7,172 92,539 SH   SOLE   92,539 0 0
VISTEON CORP COM NEW 92839U206 3,994 59,298 SH   SOLE   59,298 0 0
XPO LOGISTICS INC COM 983793100 2,025 37,680 SH   SOLE   37,680 0 0