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
Affiliated Managers Group Inc.COM008252108109,622710,862SH SOLE 455,1440255,718
Affiliated Managers Group Inc.COM008252108123,394800,171SH DFND1800,17100
Alibaba Group Holding-SP ADRCOM01609W10273,747325,190SH SOLE 153,8220171,368
Alibaba Group Holding-SP ADRCOM01609W10240,612179,083SH DFND1179,08300
Baidu, Inc. ADRCOM056752108147,515723,469SH SOLE 384,3890339,080
Baidu, Inc. ADRCOM05675210843,635214,001SH DFND1214,00100
CNH Industrial NV - U.S.COMN2094410943,3952,595,375SH SOLE 2,595,37500
CNX Resources CorpCOM12653C108163,79211,990,629SH SOLE 6,066,8641,315,3034,608,462
CNX Resources CorpCOM12653C108220,96216,175,852SH DFND116,175,85200
Comcast Corporation Cl ACOM20030N101158,9132,786,977SH SOLE 1,347,785474,350964,842
Comcast Corporation Cl ACOM20030N101106,1791,862,139SH DFND11,862,13900
Douglas Emmett IncCOM25960P10985,4122,540,510SH SOLE 1,138,90101,401,609
Douglas Emmett IncCOM25960P10995,0652,827,624SH DFND12,827,62400
Eastman Kodak CompanyCOM27746140621,0902,534,892SH DFND2002,534,892
Empire State Realty Trust Inc.COM29210410633,9142,826,194SH SOLE 5,0971,837,144983,953
Empire State Realty Trust Inc.COM2921041065,460455,000SH DFND200455,000
Empire State Realty Trust Inc.COM292104106123,29810,274,803SH DFND110,274,80300
Everest Re Group Ltd.COMG3223R10842,545168,824SH SOLE 68,5860100,238
Everest Re Group Ltd.COMG3223R10883,152329,954SH DFND1329,95400
FedEx CorporationCOM31428X106155,523521,312SH SOLE 240,58896,879183,845
FedEx CorporationCOM31428X10696,878324,735SH DFND1324,73500
General ElectricCOM369604103176,71213,128,659SH SOLE 6,099,9502,632,4274,396,282
General ElectricCOM36960410311,791876,000SH DFND200876,000
General ElectricCOM369604103103,1537,663,648SH DFND17,663,64800
Graham Holdings CompanyCOM38463710433,55652,936SH SOLE 38,402014,534
Graham Holdings CompanyCOM384637104104,910165,499SH DFND1165,49900
Hyatt Hotels Corp. - Class ACOM448579102106,7161,374,494SH SOLE 614,970320,917438,607
Hyatt Hotels Corp. - Class ACOM4485791026,36682,000SH DFND20082,000
Hyatt Hotels Corp. - Class ACOM448579102156,2552,012,552SH DFND12,012,55200
JOYY Inc. ADRCOM46591M10944,731678,058SH SOLE 364,4140313,644
Lazard LtdCOMG5405010259,7681,320,834SH SOLE 709,080483,167128,587
Lazard LtdCOMG54050102164,9863,646,094SH DFND13,646,09400
Liberty Media Corp - Braves CCOM531229888351,271SH SOLE 1,27100
Liberty Media Corp - Braves CCOM53122988871,1682,562,776SH DFND12,562,77600
Lumen TechnologiesCOM550241103344,40025,342,195SH SOLE 11,738,0574,735,7388,868,400
Lumen TechnologiesCOM5502411035,776425,000SH DFND200425,000
Lumen TechnologiesCOM550241103487,75135,890,451SH DFND135,890,45100
Madison Square Garden Sports CCOM55825T10338,526223,250SH SOLE 2430223,007
Madison Square Garden Sports CCOM55825T1039,92357,500SH DFND20057,500
Madison Square Garden Sports CCOM55825T10384,706490,852SH DFND1490,85200
Mattel, Inc.COM577081102128,2196,379,073SH SOLE 2,237,8301,116,5783,024,665
Mattel, Inc.COM57708110213,125653,000SH DFND200653,000
Mattel, Inc.COM577081102240,37111,958,771SH DFND111,958,77100
Melco Resorts & Entertainment COM5854641001,10666,723SH SOLE 42,522024,201
MGM Resorts InternationalCOM552953101127,3142,985,097SH SOLE 1,832,37101,152,726
MGM Resorts InternationalCOM552953101112,4142,635,740SH DFND12,635,74000
Realogy Holdings CorporationCOM75605Y10613,061716,832SH SOLE 4,2680712,564
Realogy Holdings CorporationCOM75605Y106145,3087,975,208SH DFND17,975,20800
Williams Companies, Inc.COM969457100114,5204,313,359SH SOLE 2,626,47601,686,883
Williams Companies, Inc.COM96945710092,9083,499,375SH DFND13,499,37500