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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOM00287Y10997511,126SH SOLE 11,12600
AECOMCOM00766T1001,43134,205SH SOLE 34,20500
ALPHABET INCCAP STK CL C02079K1073,9252,671SH SOLE 2,67100
AMERICAN WOODMARK CORPORATIOCOM0305061091,66921,252SH SOLE 21,25200
ARCH CAP GROUP LTDORDg0450a1053,602123,147SH SOLE 123,14700
BERKSHIRE HATHAWAY INC DELCL B NEW0846707021,3686,426SH SOLE 6,42600
BOOKING HOLDINGS INCCOM09857L1081,9711,152SH SOLE 1,15200
CENTURY CMNTYS INCCOM1565043001,93745,759SH SOLE 45,75900
CHARTER COMMUNICATIONS INC NCL A16119P1082,7304,373SH SOLE 4,37300
DISNEY WALT COCOM DISNEY2546871061,98415,990SH SOLE 15,99000
DXC TECHNOLOGY COCOM23355L10682346,110SH SOLE 46,11000
GASLOG LTDSHSG375851093914,500SH SOLE 14,50000
GENPACT LIMITEDSHSG3922B10739310,090SH SOLE 10,09000
GOLAR LNG LTDSHSg9456a1009,1741,515,164SH SOLE 1,515,16400
GOLAR LNG PARTNERS LPCOM UNIT LPIY2745C102225110,622SH SOLE 110,62200
HCA HEALTHCARE INCCOM40412c1013,26426,183SH SOLE 26,18300
HOST HOTELS & RESORTS INCCOM44107P10437034,250SH SOLE 34,25000
IQVIA HLDGS INCCOM46266c1052,28614,503SH SOLE 14,50300
LABORATORY CORP AMER HLDGSCOM NEW50540R4091,2856,825SH SOLE 6,82500
LENNAR CORPCL A5260571047719,440SH SOLE 9,44000
LIBERTY GLOBAL PLCSHS CL CG5480U1202,343114,119SH SOLE 114,11900
MADISON SQUARE GRDN SPRT CORCL A55825T1037484,971SH SOLE 4,97100
MARTIN MARIETTA MATLS INCCOM5732841064061,726SH SOLE 1,72600
NAVIGATOR HOLDINGS LTDSHSY6213210810,1561,214,803SH SOLE 1,214,80300
QUANTA SVCS INCCOM74762E1021,98737,590SH SOLE 37,59000
ROCKWELL AUTOMATION INCCOM7739031092701,223SH SOLE 1,22300
SPDR S&P 500 ETF TRTR UNIT78462F103250746SH SOLE 74600
THERMO FISHER SCIENTIFIC INCCOM883556102216490SH SOLE 49000
VIASAT INCCOM92552V1003,24794,429SH SOLE 94,42900
VISTEON CORPCOM NEW92839U2062,09330,233SH SOLE 30,23300
WNS HLDGS LTDSPON ADR92932M1013755,860SH SOLE 5,86000
XPO LOGISTICS INCCOM9837931002,03724,060SH SOLE 24,06000