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 1,475 34,205 SH   SOLE   34,205 0 0
ALLERGAN PLC SHS G0177J108 3,975 20,794 SH   SOLE   20,794 0 0
ALPHABET INC CAP STK CL C 02079K107 3,518 2,631 SH   SOLE   2,631 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 3,509 33,572 SH   SOLE   33,572 0 0
ARCH CAP GROUP LTD ORD g0450a105 5,744 133,927 SH   SOLE   133,927 0 0
BOEING CO COM 097023105 1,017 3,123 SH   SOLE   3,123 0 0
BOOKING HLDGS INC COM 09857L108 1,150 560 SH   SOLE   560 0 0
BROOKDALE SR LIVING INC COM 112463104 927 127,517 SH   SOLE   127,517 0 0
CAPITAL SR LIVING CORP COM 140475104 185 60,000 SH   SOLE   60,000 0 0
CENTURY CMNTYS INC COM 156504300 2,146 78,469 SH   SOLE   78,469 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,956 4,032 SH   SOLE   4,032 0 0
CHUBB LIMITED COM H1467J104 233 1,500 SH   SOLE   1,500 0 0
DOLLAR GEN CORP NEW COM 256677105 1,357 8,700 SH   SOLE   8,700 0 0
DXC TECHNOLOGY CO COM 23355L106 913 24,280 SH   SOLE   24,280 0 0
FEDEX CORP COM 31428X106 493 3,261 SH   SOLE   3,261 0 0
FLEX LTD ORD y2573f102 208 16,495 SH   SOLE   16,495 0 0
GASLOG LTD SHS G37585109 119 12,200 SH   SOLE   12,200 0 0
GENERAL MTRS CO COM 37045V100 1,515 41,390 SH   SOLE   41,390 0 0
GOLAR LNG LTD BERMUDA SHS g9456a100 24,869 1,748,904 SH   SOLE   1,748,904 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,073 121,377 SH   SOLE   121,377 0 0
HCA HEALTHCARE INC COM 40412c101 5,633 38,113 SH   SOLE   38,113 0 0
IQVIA HLDGS INC COM 46266c105 2,448 15,841 SH   SOLE   15,841 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,155 6,825 SH   SOLE   6,825 0 0
LENNAR CORP CL A 526057104 1,057 18,940 SH   SOLE   18,940 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,249 103,189 SH   SOLE   103,189 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,034 53,147 SH   SOLE   53,147 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 488 1,660 SH   SOLE   1,660 0 0
MARKEL CORP COM 570535104 530 464 SH   SOLE   464 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 18,037 1,339,018 SH   SOLE   1,339,018 0 0
ORACLE CORP COM 68389X105 994 18,770 SH   SOLE   18,770 0 0
QUANTA SVCS INC COM 74762E102 1,530 37,590 SH   SOLE   37,590 0 0
ROCKWELL AUTOMATION INC COM 773903109 248 1,223 SH   SOLE   1,223 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,517 4,670 SH   SOLE   4,670 0 0
VIASAT INC COM 92552V100 5,017 68,549 SH   SOLE   68,549 0 0
VISTEON CORP COM NEW 92839U206 4,011 46,323 SH   SOLE   46,323 0 0
XPO LOGISTICS INC COM 983793100 2,565 32,185 SH   SOLE   32,185 0 0