CRESCENT ENERGY COMPANY CL A COM 44952J104 1343028 156166 SH SOLE 156166 0 0 DIGITALBRIDGE GROUP INC CL A NEW 25401T603 6308325 609500 SH SOLE 609500 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 2345505 81300 SH SOLE 81300 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 1506897 20100 SH SOLE 20100 0 0 ISHARES INC MSCI MEXICO ETF 464286822 2534436 41850 SH SOLE 41850 0 0 ISHARES INC MSCI STH KOR ETF 464286772 1446726 20155 SH SOLE 20155 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 1574769 27435 SH SOLE 27435 0 0 ISHARES TR ISHARES BIOTECH 464287556 4439868 35095 SH SOLE 35095 0 0 ISHARES TR MICRO-CAP ETF 464288869 4517249 35385 SH SOLE 35385 0 0 ISHARES TR S&P 500 VAL ETF 464287408 10143275 51905 SH SOLE 51905 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 3562000 200000 SH SOLE 200000 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 10987560 457815 SH SOLE 457815 0 0 SAFEHOLD INC COM 78646V107 4628742 297477 SH SOLE 297477 0 0 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 1466463 16750 SH SOLE 16750 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 3771859 63510 SH SOLE 63510 0 0 VAIL RESORTS INC COM 91879Q109 13513180 86000 SH SOLE 86000 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 12197918 234305 SH SOLE 234305 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2609150 11010 SH SOLE 11010 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6312580 127630 SH SOLE 127630 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9016702 158160 SH SOLE 158160 0 0