The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 1,021 | 34,205 | SH | SOLE | 34,205 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 2,327 | 13,139 | SH | SOLE | 13,139 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,352 | 2,883 | SH | SOLE | 2,883 | 0 | 0 | ||
| AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 1,307 | 28,682 | SH | SOLE | 28,682 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 240 | 942 | SH | SOLE | 942 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | g0450a105 | 3,711 | 130,402 | SH | SOLE | 130,402 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 623 | 3,410 | SH | SOLE | 3,410 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 1,739 | 1,293 | SH | SOLE | 1,293 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 940 | 64,809 | SH | SOLE | 64,809 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,037 | 4,668 | SH | SOLE | 4,668 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 1,690 | 17,490 | SH | SOLE | 17,490 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 1,113 | 85,290 | SH | SOLE | 85,290 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 860 | 41,390 | SH | SOLE | 41,390 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | g9456a100 | 14,965 | 1,899,100 | SH | SOLE | 1,899,100 | 0 | 0 | ||
| GOLAR LNG PARTNERS LP | COM UNIT LPI | Y2745C102 | 396 | 117,807 | SH | SOLE | 117,807 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412c101 | 2,515 | 27,993 | SH | SOLE | 27,993 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266c105 | 1,665 | 15,441 | SH | SOLE | 15,441 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 863 | 6,825 | SH | SOLE | 6,825 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 724 | 18,940 | SH | SOLE | 18,940 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 1,904 | 121,179 | SH | SOLE | 121,179 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 351 | 1,660 | SH | SOLE | 1,660 | 0 | 0 | ||
| NAVIGATOR HOLDINGS LTD | SHS | Y62132108 | 5,818 | 1,304,486 | SH | SOLE | 1,304,486 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 452 | 9,360 | SH | SOLE | 9,360 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 1,193 | 37,590 | SH | SOLE | 37,590 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 242 | 855 | SH | SOLE | 855 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 3,051 | 84,929 | SH | SOLE | 84,929 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 1,706 | 35,553 | SH | SOLE | 35,553 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 1,317 | 27,025 | SH | SOLE | 27,025 | 0 | 0 | ||