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
ABBVIE INC COM 00287Y109 1,140 10,120 SH   SOLE   10,120 0 0
AECOM COM 00766T100 1,958 30,930 SH   SOLE   30,930 0 0
ALPHABET INC CAP STK CL C 02079K107 5,684 2,268 SH   SOLE   2,268 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 1,312 16,059 SH   SOLE   16,059 0 0
ARCH CAP GROUP LTD ORD g0450a105 5,068 130,155 SH   SOLE   130,155 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,836 6,608 SH   SOLE   6,608 0 0
BOEING CO COM 097023105 304 1,267 SH   SOLE   1,267 0 0
BOOKING HOLDINGS INC COM 09857L108 2,505 1,145 SH   SOLE   1,145 0 0
CENTURY CMNTYS INC COM 156504300 2,295 34,495 SH   SOLE   34,495 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,897 4,015 SH   SOLE   4,015 0 0
CHUBB LIMITED COM H1467J104 238 1,500 SH   SOLE   1,500 0 0
DISNEY WALT CO COM 254687106 2,735 15,560 SH   SOLE   15,560 0 0
DOLLAR GEN CORP NEW COM 256677105 1,663 7,683 SH   SOLE   7,683 0 0
GENPACT LIMITED SHS G3922B107 980 21,574 SH   SOLE   21,574 0 0
GOLAR LNG LTD SHS g9456a100 24,288 1,833,025 SH   SOLE   1,833,025 0 0
HCA HEALTHCARE INC COM 40412c101 5,209 25,195 SH   SOLE   25,195 0 0
HOST HOTELS & RESORTS INC COM 44107P104 564 33,020 SH   SOLE   33,020 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,060 7,231 SH   SOLE   7,231 0 0
IQVIA HLDGS INC COM 46266c105 3,327 13,729 SH   SOLE   13,729 0 0
LENNAR CORP CL A 526057104 871 8,770 SH   SOLE   8,770 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,933 108,467 SH   SOLE   108,467 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,257 7,285 SH   SOLE   7,285 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 14,003 1,278,792 SH   SOLE   1,278,792 0 0
QUANTA SVCS INC COM 74762E102 1,581 17,460 SH   SOLE   17,460 0 0
ROCKWELL AUTOMATION INC COM 773903109 350 1,223 SH   SOLE   1,223 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 247 490 SH   SOLE   490 0 0
T-MOBILE US INC COM 872590104 493 3,402 SH   SOLE   3,402 0 0
VIASAT INC COM 92552V100 6,093 122,253 SH   SOLE   122,253 0 0
VISTEON CORP COM NEW 92839U206 2,213 18,296 SH   SOLE   18,296 0 0
WNS HLDGS LTD SPON ADR 92932M101 563 7,046 SH   SOLE   7,046 0 0
XPO LOGISTICS INC COM 983793100 1,214 8,675 SH   SOLE   8,675 0 0