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 |
| ABBVIE INC | COM | 00287Y109 | 1,126 | 10,505 | SH | SOLE | 10,505 | 0 | 0 | ||
| AECOM | COM | 00766T100 | 1,565 | 31,440 | SH | SOLE | 31,440 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,502 | 2,570 | SH | SOLE | 2,570 | 0 | 0 | ||
| AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 1,520 | 16,192 | SH | SOLE | 16,192 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | g0450a105 | 4,824 | 133,745 | SH | SOLE | 133,745 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,490 | 6,426 | SH | SOLE | 6,426 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 2,566 | 1,152 | SH | SOLE | 1,152 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 1,765 | 40,319 | SH | SOLE | 40,319 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,667 | 4,031 | SH | SOLE | 4,031 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 231 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 2,854 | 15,750 | SH | SOLE | 15,750 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 1,187 | 46,110 | SH | SOLE | 46,110 | 0 | 0 | ||
| GASLOG LTD | SHS | G37585109 | 54 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 417 | 10,090 | SH | SOLE | 10,090 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | g9456a100 | 17,528 | 1,818,284 | SH | SOLE | 1,818,284 | 0 | 0 | ||
| GOLAR LNG PARTNERS LP | COM UNIT LPI | Y2745C102 | 267 | 103,347 | SH | SOLE | 103,347 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412c101 | 4,158 | 25,283 | SH | SOLE | 25,283 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 501 | 34,250 | SH | SOLE | 34,250 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266c105 | 2,463 | 13,749 | SH | SOLE | 13,749 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 669 | 8,770 | SH | SOLE | 8,770 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,536 | 107,224 | SH | SOLE | 107,224 | 0 | 0 | ||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 1,348 | 7,321 | SH | SOLE | 7,321 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 490 | 1,726 | SH | SOLE | 1,726 | 0 | 0 | ||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 12,861 | 1,174,510 | SH | SOLE | 1,174,510 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 1,272 | 17,660 | SH | SOLE | 17,660 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 307 | 1,223 | SH | SOLE | 1,223 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 384 | 1,028 | SH | SOLE | 1,028 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 228 | 490 | SH | SOLE | 490 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 3,514 | 107,639 | SH | SOLE | 107,639 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 2,884 | 22,980 | SH | SOLE | 22,980 | 0 | 0 | ||
| WNS HLDGS LTD | SPON ADR | 92932M101 | 510 | 7,076 | SH | SOLE | 7,076 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 2,864 | 24,030 | SH | SOLE | 24,030 | 0 | 0 | ||