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
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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
ALIBABA GROUP HOLDING ADR REP 8 ORD Equity 01609W102 1,489,409 6,905 SH   SOLE 0 6,905 0 0
ALPHABET CL A ORD Equity 02079K305 12,088,876 8,525 SH   SOLE 0 8,525 0 0
ANTHEM ORD Equity 036752103 9,204,300 35,000 SH   SOLE 0 35,000 0 0
BERKSHIRE HATHWAY CL A ORD Equity 084670108 29,403,000 110 SH   SOLE 0 110 0 0
BERKSHIRE HATHWAY CL B ORD Equity 084670702 595,152 3,334 SH   SOLE 0 3,334 0 0
CEMEX ADR REP 10 PAR CRTFCT Equity 151290889 5,951,025 2,066,328 SH   SOLE 0 2,066,328 0 0
COLONY CAPITAL CL A ORD Equity 19626G108 7,698,151 3,207,563 SH   SOLE 0 3,207,563 0 0
DAVE BUSTERS ENTERTAINMENT ORD Equity 238337109 7,311,678 548,513 SH   SOLE 0 548,513 0 0
ELEMENT SOLUTIONS ORD Equity 28618M106 32,995,230 3,041,035 SH   SOLE 0 3,041,035 0 0
FOX CL A ORD Equity 35137L105 348,633 12,999 SH   SOLE 0 12,999 0 0
FOX CORPORATION ORD Equity 35137L204 13,791,734 513,850 SH   SOLE 0 513,850 0 0
GAIA CL A ORD Equity 36269P104 10,612,943 1,266,461 SH   SOLE 0 1,266,461 0 0
GRAFTECH INTERNATIONAL ORD Equity 384313508 1,785,022 223,687 SH   SOLE 0 223,687 0 0
HOWARD HUGHES ORD Equity 44267D107 24,757,500 476,564 SH   SOLE 0 476,564 0 0
MASTERCARD CL A ORD Equity 57636Q104 2,935,414 9,927 SH   SOLE 0 9,927 0 0
RESTAURANT BRANDS INTRNATIONAL ORD Equity 76131D103 36,765,881 672,998 SH   SOLE 0 672,998 0 0
SEAWORLD ENTERTAINMENT ORD Equity 81282V100 17,509,715 1,182,290 SH   SOLE 0 1,182,290 0 0
TAKEDA PHARMA ADR REP 0.5 ORD Equity 874060205 12,874,242 718,028 SH   SOLE 0 718,028 0 0
UNIVAR SOLUTIONS ORD Equity 91336L107 7,514,637 445,708 SH   SOLE 0 445,708 0 0
YATRA ONLINE ORD Equity G98338109 1,078,062 1,587,253 SH   SOLE 0 1,587,253 0 0