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   1,021,388 7,581 SH   SOLE   7,581 0 0
AECOM COM 00766T100   2,642,667 31,204 SH   SOLE   31,204 0 0
ALPHABET INC CAP STK CL C 02079K107   3,933,944 32,520 SH   SOLE   32,520 0 0
AVID TECHNOLOGY INC COM 05367P100   3,200,684 125,517 SH   SOLE   125,517 0 0
Arch Capital Group Ltd ORD g0450a105   6,278,193 83,877 SH   SOLE   83,877 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,931,424 5,664 SH   SOLE   5,664 0 0
BOEING CO COM 097023105   267,540 1,267 SH   SOLE   1,267 0 0
BOOKING HOLDINGS INC COM 09857L108   2,235,873 828 SH   SOLE   828 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   251,036 5,050 SH   SOLE   5,050 0 0
CENTURY CMNTYS INC COM 156504300   2,269,484 29,620 SH   SOLE   29,620 0 0
CHUBB LIMITED COM H1467J104   288,840 1,500 SH   SOLE   1,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,761,876 32,561 SH   SOLE   32,561 0 0
DOLLAR GEN CORP NEW COM 256677105   1,108,833 6,531 SH   SOLE   6,531 0 0
FEDEX CORP COM 31428X106   1,113,319 4,491 SH   SOLE   4,491 0 0
GENPACT LIMITED SHS G3922B107   1,535,523 40,871 SH   SOLE   40,871 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   491,551 1,524 SH   SOLE   1,524 0 0
Golar LNG Ltd SHS g9456a100   28,937,859 1,434,698 SH   SOLE   1,434,698 0 0
HCA Healthcare Inc COM 40412c101   1,225,756 4,039 SH   SOLE   4,039 0 0
HOST HOTELS & RESORTS INC COM 44107P104   553,539 32,890 SH   SOLE   32,890 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,138,054 8,505 SH   SOLE   8,505 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   695,457 8,738 SH   SOLE   8,738 0 0
IQVIA Holdings Inc COM 46266c105   2,681,731 11,931 SH   SOLE   11,931 0 0
LEAR CORP COM NEW 521865204   847,663 5,905 SH   SOLE   5,905 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   1,760,563 99,075 SH   SOLE   99,075 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   2,458,566 13,074 SH   SOLE   13,074 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,327,781 3,376 SH   SOLE   3,376 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   15,236,883 1,171,167 SH   SOLE   1,171,167 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,665,850 62,205 SH   SOLE   62,205 0 0
OSHKOSH CORP COM 688239201   555,908 6,420 SH   SOLE   6,420 0 0
PARK HOTELS & RESORTS INC COM 700517105   518,582 40,451 SH   SOLE   40,451 0 0
ROCKWELL AUTOMATION INC COM 773903109   402,917 1,223 SH   SOLE   1,223 0 0
SALESFORCE INC COM 79466L302   1,583,605 7,496 SH   SOLE   7,496 0 0
STANLEY BLACK & DECKER INC COM 854502101   2,189,909 23,369 SH   SOLE   23,369 0 0
T-MOBILE US INC COM 872590104   1,390,250 10,009 SH   SOLE   10,009 0 0
VIASAT INC COM 92552V100   5,935,045 143,845 SH   SOLE   143,845 0 0
VISTEON CORP COM NEW 92839U206   1,798,428 12,523 SH   SOLE   12,523 0 0
WHIRLPOOL CORP COM 963320106   543,679 3,654 SH   SOLE   3,654 0 0
WNS HLDGS LTD SPON ADR 92932M101   466,058 6,322 SH   SOLE   6,322 0 0