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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 11,418 8,525 SH   SOLE   8,525 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 37,355 110 SH   SOLE   110 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 7,811 2,066,328 SH   SOLE   2,066,328 0 0
COLONY CAP INC NEW CL A COM 19626G108 15,236 3,207,563 SH   SOLE   3,207,563 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 15,788 393,021 SH   SOLE   393,021 0 0
ELEMENT SOLUTIONS INC COM 28618M106 44,022 3,768,991 SH   SOLE   3,768,991 0 0
FOX CORP CL A COM 35137L105 482 12,999 SH   SOLE   12,999 0 0
FOX CORP CL B COM 35137L204 13,127 360,623 SH   SOLE   360,623 0 0
GAIA INC NEW CL A 36269P104 10,119 1,266,461 SH   SOLE   1,266,461 0 0
GTT COMMUNICATIONS INC COM 362393100 11,830 1,042,329 SH   SOLE   1,042,329 0 0
HOWARD HUGHES CORP COM 44267D107 23,030 181,621 SH   SOLE   181,621 0 0
HUMANA INC COM 444859102 28,405 77,499 SH   SOLE   77,499 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 25,534 400,403 SH   SOLE   400,403 0 0
SEADRILL LTD COM G7998G106 75 29,345 SH   SOLE   29,345 0 0
SEAWORLD ENTMT INC COM 81282V100 22,736 716,990 SH   SOLE   716,990 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 14,167 718,028 SH   SOLE   718,028 0 0
UNIVAR SOLUTIONS INC COM 91336L107 6,167 254,396 SH   SOLE   254,396 0 0
YATRA ONLINE INC ORD SHS G98338109 5,000 1,587,253 SH   SOLE   1,587,253 0 0