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
ALPHABET INC CAP STK CL C 02079K107   523,640 5,035 SH   SOLE   5,035 0 0
AMERICAN EXPRESS CO COM 025816109   2,641,179 16,012 SH   SOLE   16,012 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,172,994 32,017 SH   SOLE   32,017 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   3,779,580 17,998 SH   SOLE   17,998 0 0
AUTONATION INC COM 05329W102   2,960,891 22,037 SH   SOLE   22,037 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   4,581,389 140,018 SH   SOLE   140,018 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,565,754 48,044 SH   SOLE   48,044 0 0
DOUGLAS ELLIMAN INC COM 25961D105   1,275,193 410,030 SH   SOLE   410,030 0 0
FIRST HORIZON CORPORATION COM 320517105   640,471 36,022 SH   SOLE   36,022 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   1,011,352 36,004 SH   SOLE   36,004 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   6,103,611 218,064 SH   SOLE   218,064 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   2,701,035 96,500 SH Call SOLE   96,500 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   4,920,660 146,057 SH   SOLE   146,057 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102   2,485,961 42,085 SH   SOLE   42,085 0 0
NEW YORK TIMES CO CL A 650111107   2,528,950 65,045 SH   SOLE   65,045 0 0
PROGRESSIVE CORP COM 743315103   1,508,711 10,546 SH   SOLE   10,546 0 0
RH COM 74967X103   1,958,142 8,040 SH   SOLE   8,040 0 0
SCHWAB CHARLES CORP COM 808513105   211,091 4,030 SH   SOLE   4,030 0 0
US BANCORP DEL COM NEW 902973304   3,190,786 88,510 SH   SOLE   88,510 0 0
VISA INC COM CL A 92826C839   2,708,451 12,013 SH   SOLE   12,013 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   836,386 25,064 SH   SOLE   25,064 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   2,556,180 11,000 SH   SOLE   11,000 0 0