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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACM RESH INC COM CL A 00108J109   30,710,770 1,185,744 SH   SOLE   228,122 0 957,622
AFFILIATED MANAGERS GROUP IN COM 008252108   1,345,514 6,838 SH   DFND 3 6,838 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   13,588,598 631,734 SH   SOLE   631,734 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   60,882,829 2,830,443 SH   DFND 1 2,830,443 0 0
ALEXANDERS INC COM 014752109   18,702 83 SH   SOLE   83 0 0
ALEXANDERS INC COM 014752109   14,289,794 63,420 SH   DFND 1 63,420 0 0
ANGI INC CL A NEW 00183L201   3,982,158 260,954 SH   SOLE   260,954 0 0
ANGI INC CL A NEW 00183L201   27,570,150 1,806,694 SH   DFND 1 1,806,694 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   47,986 1,026 SH   SOLE   1,026 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   31,335,339 669,988 SH   DFND 1 669,988 0 0
BIO RAD LABS INC CL A 090572207   13,819,672 57,267 SH   SOLE   57,267 0 0
BIO RAD LABS INC CL A 090572207   61,546,735 255,042 SH   DFND 1 255,042 0 0
BIO RAD LABS INC CL A 090572207   718,168 2,976 SH   DFND 3 2,976 0 0
BOSTON BEER INC CL A 100557107   21,562 113 SH   SOLE   113 0 0
BOSTON BEER INC CL A 100557107   20,264,785 106,204 SH   DFND 1 106,204 0 0
CARDINAL HEALTH INC COM 14149Y108   1,788,192 10,644 SH   DFND 3 10,644 0 0
CLEARWATER PAPER CORP COM 18538R103   40,097 1,472 SH   SOLE   1,472 0 0
CLEARWATER PAPER CORP COM 18538R103   25,508,871 936,449 SH   DFND 1 936,449 0 0
CNH INDL N V SHS N20944109   5,867,937 452,773 SH   SOLE   452,773 0 0
CNH INDL N V SHS N20944109   42,877,823 3,308,474 SH   DFND 1 3,308,474 0 0
CNX RES CORP COM 12653C108   20,921,478 621,184 SH   SOLE   621,184 0 0
CNX RES CORP COM 12653C108   129,384,145 3,841,572 SH   DFND 1 3,841,572 0 0
DISNEY WALT CO COM 254687106   7,078,367 57,079 SH   SOLE   57,079 0 0
DISNEY WALT CO COM 254687106   28,925,457 233,251 SH   DFND 1 233,251 0 0
DOLE PLC ORD SHS G27907107   54,127 3,869 SH   SOLE   3,869 0 0
DOLE PLC ORD SHS G27907107   34,209,397 2,445,275 SH   DFND 1 2,445,275 0 0
EMPIRE ST RLTY TR INC CL A 292104106   33,921 4,193 SH   SOLE   4,193 0 0
EMPIRE ST RLTY TR INC CL A 292104106   21,243,911 2,625,947 SH   DFND 1 2,625,947 0 0
ENOVIS CORPORATION COM 194014502   1,147,243 36,583 SH   DFND 3 36,583 0 0
FEDEX CORP COM 31428X106   15,075,200 66,320 SH   SOLE   66,320 0 0
FEDEX CORP COM 31428X106   69,951,242 307,735 SH   DFND 1 307,735 0 0
FEDEX CORP COM 31428X106   1,245,886 5,481 SH   DFND 3 5,481 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   13,823,172 169,797 SH   SOLE   169,797 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   61,732,715 758,294 SH   DFND 1 758,294 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,723,124 21,166 SH   DFND 3 21,166 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   10,393,606 201,896 SH   SOLE   201,896 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   42,698,490 829,419 SH   DFND 1 829,419 0 0
GRAHAM HLDGS CO COM CL B 384637104   5,777,314 6,106 SH   SOLE   6,106 0 0
GRAHAM HLDGS CO COM CL B 384637104   33,401,693 35,302 SH   DFND 1 35,302 0 0
GRAHAM HLDGS CO COM CL B 384637104   1,410,740 1,491 SH   DFND 3 1,491 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   10,472,970 308,755 SH   SOLE   85,764 0 222,991
H WORLD GROUP LTD SPONSORED ADS 44332N106   19,944,994 588,001 SH   DFND 1 588,001 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,997,337 39,094 SH   SOLE   39,094 0 0
HENRY SCHEIN INC COM 806407102   1,531,274 20,962 SH   DFND 3 20,962 0 0
HF SINCLAIR CORP COM 403949100   13,131,016 319,645 SH   SOLE   319,645 0 0
HF SINCLAIR CORP COM 403949100   58,833,831 1,432,177 SH   DFND 1 1,432,177 0 0
HYATT HOTELS CORP COM CL A 448579102   3,493,067 25,013 SH   SOLE   25,013 0 0
HYATT HOTELS CORP COM CL A 448579102   37,980,750 271,971 SH   DFND 1 271,971 0 0
HYATT HOTELS CORP COM CL A 448579102   1,327,792 9,508 SH   DFND 3 9,508 0 0
IAC INC COM NEW 44891N208   21,546,673 577,040 SH   SOLE   577,040 0 0
IAC INC COM NEW 44891N208   87,896,119 2,353,940 SH   DFND 1 2,353,940 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   16,027,741 188,806 SH   SOLE   32,606 0 156,200
KRAFT HEINZ CO COM 500754106   17,650,914 683,614 SH   SOLE   683,614 0 0
KRAFT HEINZ CO COM 500754106   76,362,030 2,957,476 SH   DFND 1 2,957,476 0 0
KRAFT HEINZ CO COM 500754106   856,475 33,171 SH   DFND 3 33,171 0 0
LAZARD INC COM 52110M109   1,096,966 22,863 SH   DFND 3 22,863 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   2,130,930 14,086 SH   DFND 3 14,086 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   841,651 4,028 SH   DFND 3 4,028 0 0
MATTEL INC COM 577081102   19,925,267 1,010,409 SH   SOLE   1,010,409 0 0
MATTEL INC COM 577081102   121,801,290 6,176,536 SH   DFND 1 6,176,536 0 0
MATTEL INC COM 577081102   657,070 33,320 SH   DFND 3 33,320 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   16,763,073 2,318,544 SH   SOLE   575,996 0 1,742,548
MELCO RESORTS AND ENTMNT LTD ADR 585464100   29,489,196 4,078,727 SH   DFND 1 4,078,727 0 0
MGM RESORTS INTERNATIONAL COM 552953101   11,910,324 346,331 SH   SOLE   346,331 0 0
MGM RESORTS INTERNATIONAL COM 552953101   48,548,363 1,411,700 SH   DFND 1 1,411,700 0 0
MGM RESORTS INTERNATIONAL COM 552953101   587,141 17,073 SH   DFND 3 17,073 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110   7,614,092 203,205 SH   SOLE   203,205 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110   31,266,055 834,429 SH   DFND 1 834,429 0 0
OSCAR HEALTH INC CL A 687793109   30,123 1,405 SH   SOLE   1,405 0 0
OSCAR HEALTH INC CL A 687793109   18,876,891 880,452 SH   DFND 1 880,452 0 0
OWENS & MINOR INC NEW COM 690732102   1,141,140 125,400 SH   DFND 3 125,400 0 0
PARK HOTELS & RESORTS INC COM 700517105   21,821 2,133 SH   SOLE   2,133 0 0
PARK HOTELS & RESORTS INC COM 700517105   13,664,671 1,335,745 SH   DFND 1 1,335,745 0 0
PAYPAL HLDGS INC COM 70450Y103   5,058,739 68,067 SH   SOLE   68,067 0 0
PAYPAL HLDGS INC COM 70450Y103   34,948,831 470,248 SH   DFND 1 470,248 0 0
PAYPAL HLDGS INC COM 70450Y103   2,047,144 27,545 SH   DFND 3 27,545 0 0
POTLATCHDELTIC CORPORATION COM 737630103   4,603,019 119,964 SH   SOLE   119,964 0 0
POTLATCHDELTIC CORPORATION COM 737630103   32,088,179 836,283 SH   DFND 1 836,283 0 0
PVH CORPORATION COM 693656100   17,485,180 254,886 SH   SOLE   254,886 0 0
PVH CORPORATION COM 693656100   76,486,805 1,114,968 SH   DFND 1 1,114,968 0 0
REGENERON PHARMACEUTICALS COM 75886F107   15,674,925 29,857 SH   SOLE   29,857 0 0
REGENERON PHARMACEUTICALS COM 75886F107   68,630,100 130,724 SH   DFND 1 130,724 0 0
RXO INC COMMON STOCK 74982T103   848,535 53,978 SH   DFND 3 53,978 0 0
SHARKNINJA INC COM SHS G8068L108   52,629,023 531,660 SH   SOLE   96,900 0 434,760
SHENANDOAH TELECOMMUNICATION COM 82312B106   51,020 3,735 SH   SOLE   3,735 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106   31,203,989 2,284,333 SH   DFND 1 2,284,333 0 0
TRIPADVISOR INC COM 896945201   53,896 4,130 SH   SOLE   4,130 0 0
TRIPADVISOR INC COM 896945201   33,757,975 2,586,818 SH   DFND 1 2,586,818 0 0
WESTROCK COFFEE CO COM 96145W103   23,642 4,126 SH   SOLE   4,126 0 0
WESTROCK COFFEE CO COM 96145W103   14,940,402 2,607,400 SH   DFND 1 2,607,400 0 0
WESTROCK COFFEE CO COM 96145W103   336,064 58,650 SH   DFND 3 58,650 0 0
WHITE MTNS INS GROUP LTD COM G9618E107   1,716,709 956 SH   SOLE   956 0 0
WHITE MTNS INS GROUP LTD COM G9618E107   36,162,209 20,138 SH   DFND 1 20,138 0 0
XPO INC COM 983793100   2,018,115 15,980 SH   DFND 3 15,980 0 0