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
ABBVIE INC COM 00287Y109   1,075,170 7,213 SH   SOLE   7,213 0 0
AECOM COM 00766T100   2,591,180 31,204 SH   SOLE   31,204 0 0
ALPHABET INC CAP STK CL C 02079K107   4,287,762 32,520 SH   SOLE   32,520 0 0
ARCH CAP GROUP LTD ORD G0450A105   6,685,836 83,877 SH   SOLE   83,877 0 0
AVID TECHNOLOGY INC COM 05367P100   3,347,411 124,578 SH   SOLE   124,578 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,984,099 5,664 SH   SOLE   5,664 0 0
BOOKING HOLDINGS INC COM 09857L108   2,538,091 823 SH   SOLE   823 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   318,007 5,761 SH   SOLE   5,761 0 0
CENTURY CMNTYS INC COM 156504300   1,968,942 29,484 SH   SOLE   29,484 0 0
CHUBB LIMITED COM H1467J104   313,560 1,500 SH   SOLE   1,500 0 0
CITIGROUP INC COM NEW 172967424   373,543 9,082 SH   SOLE   9,082 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,233,945 32,423 SH   SOLE   32,423 0 0
DOLLAR GEN CORP NEW COM 256677105   701,560 6,631 SH   SOLE   6,631 0 0
FEDEX CORP COM 31428X106   1,195,414 4,491 SH   SOLE   4,491 0 0
FLEX LTD ORD Y2573F102   985,256 36,518 SH   SOLE   36,518 0 0
GENPACT LIMITED SHS G3922B107   1,472,833 40,686 SH   SOLE   40,686 0 0
GOLAR LNG LTD SHS G9456A100   35,739,177 1,473,173 SH   SOLE   1,473,173 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   763,302 2,359 SH   SOLE   2,359 0 0
HCA HEALTHCARE INC COM 40412C101   988,840 4,020 SH   SOLE   4,020 0 0
HOST HOTELS & RESORTS INC COM 44107P104   534,463 32,890 SH   SOLE   32,890 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,193,252 8,505 SH   SOLE   8,505 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   577,501 8,372 SH   SOLE   8,372 0 0
IQVIA HLDGS INC COM 46266C105   2,342,899 11,908 SH   SOLE   11,908 0 0
LEAR CORP COM NEW 521865204   792,451 5,905 SH   SOLE   5,905 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   1,838,832 99,075 SH   SOLE   99,075 0 0
LIVENT CORP COM 53814L108   906,122 49,219 SH   SOLE   49,219 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   2,533,078 14,368 SH   SOLE   14,368 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,336,592 3,376 SH   SOLE   3,376 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   17,289,836 1,170,605 SH   SOLE   1,170,605 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   2,036,720 62,133 SH   SOLE   62,133 0 0
OSHKOSH CORP COM 688239201   612,661 6,420 SH   SOLE   6,420 0 0
PARK HOTELS & RESORTS INC COM 700517105   504,424 40,451 SH   SOLE   40,451 0 0
ROCKWELL AUTOMATION INC COM 773903109   349,619 1,223 SH   SOLE   1,223 0 0
SALESFORCE INC COM 79466L302   1,520,039 7,496 SH   SOLE   7,496 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   439,449 1,028 SH   SOLE   1,028 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,953,181 23,369 SH   SOLE   23,369 0 0
T-MOBILE US INC COM 872590104   1,395,598 9,965 SH   SOLE   9,965 0 0
VIASAT INC COM 92552V100   1,959,714 106,160 SH   SOLE   106,160 0 0
VISTEON CORP COM NEW 92839U206   1,729,051 12,523 SH   SOLE   12,523 0 0
WHIRLPOOL CORP COM 963320106   488,540 3,654 SH   SOLE   3,654 0 0
WNS HLDGS LTD SPON ADR 92932M101   432,804 6,322 SH   SOLE   6,322 0 0