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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AerCap Holdings NV COM N00985106   520,790,427 8,929,877 SH   SOLE   7,307,512 0 1,622,365
Alphabet Inc Cl A COM 02079K305   154,329,975 1,749,178 SH   SOLE   1,550,835 0 198,343
Alphabet Inc Cl C COM 02079K107   1,490,988,663 16,803,659 SH   SOLE   13,773,321 0 3,030,338
Amazon.com Inc COM 023135106   1,264,723,824 15,056,236 SH   SOLE   12,233,938 0 2,822,298
American International Group COM 026874784   834,768 13,200 SH   SOLE   13,200 0 0
Aon PLC COM G0403H108   698,486,408 2,327,202 SH   SOLE   1,909,350 0 417,852
Bank of America Corp COM 060505104   2,224,008 67,150 SH   SOLE   67,150 0 0
Berkshire Hathaway Inc-Cl B COM 084670702   17,602,975 56,986 SH   SOLE   49,540 0 7,446
Capital One Financial Corp COM 14040H105   613,958,875 6,604,549 SH   SOLE   5,323,572 0 1,280,977
Charter Communications Inc-A COM 16119P108   244,182,858 720,091 SH   SOLE   617,494 0 102,597
Citigroup Inc COM 172967424   873,889,418 19,321,013 SH   SOLE   15,713,018 0 3,607,995
Comcast Corp-Class A COM 20030N101   881,887,763 25,218,409 SH   SOLE   20,645,569 0 4,572,840
ConocoPhillips COM 20825C104   648,519,268 5,495,926 SH   SOLE   4,451,748 0 1,044,178
Dish Network Corp Cl A COM 25470M109   215,277,861 15,333,181 SH   SOLE   12,500,369 0 2,832,812
Ecolab Inc COM 278865100   2,852,394 19,596 SH   SOLE   19,596 0 0
Elevance Health Inc COM 036752103   447,674,049 872,710 SH   SOLE   712,994 0 159,716
General Electric Co COM 369604301   1,060,674,903 12,658,729 SH   SOLE   10,361,160 0 2,297,569
General Motors Co COM 37045V100   1,938,270 57,618 SH   SOLE   57,618 0 0
Goldman Sachs Group Inc COM 38141G104   1,122,696,705 3,269,546 SH   SOLE   2,618,470 0 651,076
Hilton Worldwide Holdings Inc COM 43300A203   685,387,633 5,424,087 SH   SOLE   4,415,244 0 1,008,843
IAC Inc COM 44891N208   94,510,728 2,128,620 SH   SOLE   1,917,919 0 210,701
Intl Business Machines Corp COM 459200101   380,403 2,700 SH   SOLE   2,700 0 0
Invesco QQQ Trust Series 1 COM 46090E103   1,369,744 5,144 SH   SOLE   5,144 0 0
iShares Core S&P 500 Index COM 464287200   41,900,790 109,057 SH   SOLE   109,057 0 0
iShares Russell 1000 Value COM 464287598   34,334,622 226,407 SH   SOLE   210,269 0 16,138
Ishares US Consumer Discreti COM 464287580   537,930 9,444 SH   SOLE   9,444 0 0
JPMorgan Chase & Co COM 46625H100   1,143,068 8,524 SH   SOLE   8,524 0 0
Liberty Broadband-A COM 530307107   52,546,984 692,775 SH   SOLE   629,908 0 62,867
Liberty Broadband-C COM 530307305   596,761,344 7,824,326 SH   SOLE   6,175,239 0 1,649,087
Liberty Global Plc-Series C COM G5480U120   1,332,082 68,558 SH   SOLE   68,558 0 0
LyondellBasell Industries-Cl A COM N53745100   731,577 8,811 SH   SOLE   8,811 0 0
Marriott International -Cl A COM 571903202   695,748,825 4,672,905 SH   SOLE   3,798,881 0 874,024
Meta Platforms Inc-Class A COM 30303M102   1,097,329,436 9,118,576 SH   SOLE   7,401,291 0 1,717,285
Microsoft Corp COM 594918104   1,960,287,241 8,173,994 SH   SOLE   6,672,585 0 1,501,409
Morgan Stanley COM 617446448   617,897,133 7,267,668 SH   SOLE   6,044,902 0 1,222,766
Netflix Inc COM 64110L106   1,518,411,725 5,149,253 SH   SOLE   4,234,045 0 915,208
Oracle Corp COM 68389X105   6,416,100 78,494 SH   SOLE   78,494 0 0
SPDR S&P 500 ETF Trust COM 78462F103   143,800,564 376,018 SH   SOLE   364,753 0 11,265
Thermo Fisher Scientific Inc COM 883556102   661,929 1,202 SH   SOLE   1,202 0 0
Travelers Companies, Inc COM 89417E109   1,293,681 6,900 SH   SOLE   6,900 0 0
UnitedHealth Group Inc COM 91324P102   1,158,849,418 2,185,766 SH   SOLE   1,785,107 0 400,659
Visa Inc-Class A Shares COM 92826C839   339,705,883 1,635,088 SH   SOLE   1,333,321 0 301,767
W R Berkley Corp COM 084423102   4,888,678 67,365 SH   SOLE   67,365 0 0
Walt Disney Co/The COM 254687106   275,798,040 3,174,471 SH   SOLE   2,630,610 0 543,861
Wells Fargo & Co COM 949746101   1,115,549,354 27,017,422 SH   SOLE   22,061,244 0 4,956,178
Woodward Inc COM 980745103   380,577,415 3,939,317 SH   SOLE   3,229,271 0 710,046