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   1,337,693 15,076 SH   SOLE   15,076 0 0
AMERICAN EXPRESS CO COM 025816109   1,927,399 13,045 SH   SOLE   13,045 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,422,994 38,595 SH   SOLE   38,595 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   2,874,274 16,035 SH   SOLE   16,035 0 0
AUTONATION INC COM 05329W102   2,955,364 27,543 SH   SOLE   27,543 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   3,013,131 105,097 SH   SOLE   105,097 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   3,776,804 120,051 SH   SOLE   120,051 0 0
DOUGLAS ELLIMAN INC COM 25961D105   1,567,312 385,089 SH   SOLE   385,089 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   3,934,184 100,081 SH   SOLE   100,081 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   393,100 10,000 SH Call SOLE   10,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   5,041,431 128,838 SH   SOLE   128,838 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   4,544,559 141,004 SH   SOLE   141,004 0 0
META PLATFORMS INC CL A 30303M102   851,165 7,073 SH   SOLE   7,073 0 0
NEW YORK TIMES CO CL A 650111107   2,680,774 82,587 SH   SOLE   82,587 0 0
PROGRESSIVE CORP COM 743315103   387,314 2,986 SH   SOLE   2,986 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   699,093 2,494 SH   SOLE   2,494 0 0
SCHWAB CHARLES CORP COM 808513105   4,580,715 55,017 SH   SOLE   55,017 0 0
VISA INC COM CL A 92826C839   5,622,609 27,063 SH   SOLE   27,063 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   1,648,426 47,071 SH   SOLE   47,071 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,928,689 16,063 SH   SOLE   16,063 0 0