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
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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
AerCap Holdings NV COM N00985106 416,300 6,363,495 SH   SOLE   5,219,540 0 1,143,955
Alphabet Inc Cl A COM 02079K305 327,629 113,091 SH   SOLE   97,243 0 15,848
Alphabet Inc Cl C COM 02079K107 3,171,470 1,096,033 SH   SOLE   890,914 0 205,119
Amazon.com Inc COM 023135106 2,260,109 677,828 SH   SOLE   552,294 0 125,534
American International Group COM 026874784 751 13,200 SH   SOLE   13,200 0 0
Anthem Inc COM 036752103 1,139,585 2,458,440 SH   SOLE   2,008,868 0 449,572
Aon PLC COM G0403H108 1,406,632 4,680,037 SH   SOLE   3,825,285 0 854,752
Bank of America Corp COM 060505104 3,457 77,700 SH   SOLE   67,150 0 10,550
Berkshire Hathaway Inc-Cl B COM 084670702 18,528 61,965 SH   SOLE   52,896 0 9,069
Capital One Financial Corp COM 14040H105 511,721 3,526,924 SH   SOLE   2,869,032 0 657,892
Charter Communications Inc-A COM 16119P108 202,030 309,876 SH   SOLE   254,779 0 55,097
Citigroup Inc COM 172967424 1,320,395 21,864,457 SH   SOLE   17,880,975 0 3,983,482
Comcast Corp-Class A COM 20030N101 1,407,966 27,974,681 SH   SOLE   22,789,013 0 5,185,668
ConocoPhillips COM 20825C104 404 5,600 SH   SOLE   5,600 0 0
Dish Network Corp Cl A COM 25470M109 570,747 17,593,913 SH   SOLE   14,339,200 0 3,254,713
Ecolab Inc COM 278865100 5,802 24,732 SH   SOLE   19,596 0 5,136
General Electric Co COM 369604301 1,260,989 13,348,035 SH   SOLE   11,284,460 0 2,063,575
General Motors Co COM 37045V100 660,512 11,265,760 SH   SOLE   9,220,028 0 2,045,732
Goldman Sachs Group Inc COM 38141G104 1,351,857 3,533,806 SH   SOLE   2,836,873 0 696,933
Hilton Worldwide Holdings Inc COM 43300A203 1,141,262 7,316,253 SH   SOLE   5,968,619 0 1,347,634
IAC/InterActiveCorp COM 44891N208 163,254 1,248,981 SH   SOLE   981,296 0 267,685
Intl Business Machines Corp COM 459200101 361 2,700 SH   SOLE   2,700 0 0
iShares Russell 1000 Value COM 464287598 10,146 60,419 SH   SOLE   60,419 0 0
JPMorgan Chase & Co COM 46625H100 1,644 10,385 SH   SOLE   10,101 0 284
Liberty Broadband-A COM 530307107 122,012 758,310 SH   SOLE   694,407 0 63,903
Liberty Broadband-C COM 530307305 1,379,087 8,560,440 SH   SOLE   6,894,121 0 1,666,319
Liberty Global Plc-Series C COM G5480U120 1,926 68,558 SH   SOLE   68,558 0 0
LyondellBasell Industries-Cl A COM N53745100 281,680 3,054,106 SH   SOLE   2,496,680 0 557,426
Marriott International -Cl A COM 571903202 1,534,013 9,283,546 SH   SOLE   7,568,403 0 1,715,143
Meta Platforms Inc COM 30303M102 2,352,108 6,993,038 SH   SOLE   5,704,047 0 1,288,991
Microsoft Corp COM 594918104 3,301,684 9,817,091 SH   SOLE   8,015,299 0 1,801,792
Morgan Stanley COM 617446448 1,429,344 14,561,371 SH   SOLE   11,923,822 0 2,637,549
Netflix Inc COM 64110L106 1,605,410 2,664,846 SH   SOLE   2,173,648 0 491,198
Oracle Corp COM 68389X105 6,845 78,494 SH   SOLE   78,494 0 0
SPDR S&P 500 ETF Trust COM 78462F103 15,041 31,668 SH   SOLE   27,783 0 3,885
Thermo Fisher Scientific Inc COM 883556102 19,144 28,691 SH   SOLE   21,750 0 6,941
Travelers Companies, Inc COM 89417E109 1,079 6,900 SH   SOLE   6,900 0 0
UnitedHealth Group Inc COM 91324P102 1,510,689 3,008,502 SH   SOLE   2,459,355 0 549,147
Vanguard S&P 500 ETF COM 922908363 16,713 38,282 SH   SOLE   38,282 0 0
Visa Inc-Class A Shares COM 92826C839 384,835 1,775,808 SH   SOLE   1,448,024 0 327,784
W R Berkley Corp COM 084423102 4,524 54,910 SH   SOLE   44,910 0 10,000
Walt Disney Co/The COM 254687106 560,592 3,619,290 SH   SOLE   2,933,393 0 685,897
Wells Fargo & Co COM 949746101 961,416 20,037,841 SH   SOLE   16,430,735 0 3,607,106
Willis Towers Watson Plc COM G96629103 477,711 2,011,501 SH   SOLE   1,641,004 0 370,497
Woodward Inc COM 980745103 202,030 1,845,698 SH   SOLE   1,522,801 0 322,897