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   1,225,165 7,581 SH   SOLE   7,581 0 0
AECOM COM 00766T100   2,650,156 31,204 SH   SOLE   31,204 0 0
ALPHABET INC CAP STK CL C 02079K107   2,885,500 32,520 SH   SOLE   32,520 0 0
ARCH CAP GROUP LTD ORD G0450A105   7,336,722 116,864 SH   SOLE   116,864 0 0
AVID TECHNOLOGY INC COM 05367P100   673,046 25,312 SH   SOLE   25,312 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,749,610 5,664 SH   SOLE   5,664 0 0
BOEING CO COM 097023105   241,351 1,267 SH   SOLE   1,267 0 0
BOOKING HOLDINGS INC COM 09857L108   1,668,652 828 SH   SOLE   828 0 0
CENTURY CMNTYS INC COM 156504300   1,481,296 29,620 SH   SOLE   29,620 0 0
CHUBB LIMITED COM H1467J104   330,900 1,500 SH   SOLE   1,500 0 0
DOLLAR GEN CORP NEW COM 256677105   1,703,558 6,918 SH   SOLE   6,918 0 0
FEDEX CORP COM 31428X106   777,841 4,491 SH   SOLE   4,491 0 0
GENPACT LIMITED SHS G3922B107   893,235 19,284 SH   SOLE   19,284 0 0
GOLAR LNG LTD SHS G9456A100   32,739,954 1,436,593 SH   SOLE   1,436,593 0 0
HCA HEALTHCARE INC COM 40412C101   2,004,386 8,353 SH   SOLE   8,353 0 0
HOST HOTELS & RESORTS INC COM 44107P104   527,885 32,890 SH   SOLE   32,890 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,198,269 8,505 SH   SOLE   8,505 0 0
IQVIA HLDGS INC COM 46266C105   2,444,543 11,931 SH   SOLE   11,931 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   1,086,914 55,940 SH   SOLE   55,940 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   2,407,306 13,131 SH   SOLE   13,131 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,185,064 3,408 SH   SOLE   3,408 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   13,789,318 1,152,953 SH   SOLE   1,152,953 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,935,667 45,631 SH   SOLE   45,631 0 0
ROCKWELL AUTOMATION INC COM 773903109   315,008 1,223 SH   SOLE   1,223 0 0
SALESFORCE INC COM 79466L302   1,016,037 7,663 SH   SOLE   7,663 0 0
T-MOBILE US INC COM 872590104   1,404,060 10,029 SH   SOLE   10,029 0 0
VIASAT INC COM 92552V100   4,478,412 141,498 SH   SOLE   141,498 0 0
VISTEON CORP COM NEW 92839U206   1,638,384 12,523 SH   SOLE   12,523 0 0
WNS HLDGS LTD SPON ADR 92932M101   505,697 6,322 SH   SOLE   6,322 0 0