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   1,245,322 7,008 SH   SOLE   7,008 0 0
AECOM COM 00766T100   3,225,750 30,198 SH   SOLE   30,198 0 0
ALPHABET INC CAP STK CL C 02079K107   5,856,220 30,751 SH   SOLE   30,751 0 0
ARCH CAP GROUP LTD ORD G0450A105   7,274,132 78,767 SH   SOLE   78,767 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,294,050 5,061 SH   SOLE   5,061 0 0
BOOKING HOLDINGS INC COM 09857L108   2,653,136 534 SH   SOLE   534 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108   2,625,607 94,913 SH   SOLE   94,913 0 0
CENTURY CMNTYS INC COM 156504300   1,352,392 18,435 SH   SOLE   18,435 0 0
CHUBB LIMITED COM H1467J104   415,815 1,500 SH   SOLE   1,500 0 0
CITIGROUP INC COM NEW 172967424   602,750 8,563 SH   SOLE   8,563 0 0
DELL TECHNOLOGIES INC CL C 24703L202   260,673 2,262 SH   SOLE   2,262 0 0
DOLLAR GEN CORP NEW COM 256677105   439,377 5,795 SH   SOLE   5,795 0 0
DUPONT DE NEMOURS INC COM 26614N102   930,555 12,204 SH   SOLE   12,204 0 0
FEDEX CORP COM 31428X106   1,230,637 4,353 SH   SOLE   4,353 0 0
FLEX LTD ORD Y2573F102   1,832,431 47,732 SH   SOLE   47,732 0 0
FRESHWORKS INC CLASS A COM 358054104   1,069,015 66,111 SH   SOLE   66,111 0 0
GENPACT LIMITED SHS G3922B107   832,500 19,383 SH   SOLE   19,383 0 0
GOLAR LNG LTD SHS G9456A100   63,897,444 1,509,864 SH   SOLE   1,509,864 0 0
GRAHAM HLDGS CO COM CL B 384637104   1,377,634 1,580 SH   SOLE   1,580 0 0
HCA HEALTHCARE INC COM 40412C101   1,209,905 4,031 SH   SOLE   4,031 0 0
HOST HOTELS & RESORTS INC COM 44107P104   544,936 30,580 SH   SOLE   30,580 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,811,619 8,241 SH   SOLE   8,241 0 0
IQVIA HLDGS INC COM 46266C105   3,245,363 16,515 SH   SOLE   16,515 0 0
LEAR CORP COM NEW 521865204   662,995 7,001 SH   SOLE   7,001 0 0
LIBERTY GLOBAL LTD COM CL C G61188127   889,998 67,732 SH   SOLE   67,732 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   3,612,234 16,006 SH   SOLE   16,006 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,035,237 1,966 SH   SOLE   1,966 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   10,646,407 693,577 SH   SOLE   693,577 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   825,597 54,603 SH   SOLE   54,603 0 0
OSHKOSH CORP COM 688239201   571,466 6,011 SH   SOLE   6,011 0 0
PARK HOTELS & RESORTS INC COM 700517105   555,253 37,721 SH   SOLE   37,721 0 0
ROCKWELL AUTOMATION INC COM 773903109   349,521 1,223 SH   SOLE   1,223 0 0
SALESFORCE INC COM 79466L302   2,112,966 6,320 SH   SOLE   6,320 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   602,490 1,028 SH   SOLE   1,028 0 0
SUNRISE COMMUNICATIONS AG ADS CL A 867975104   2,058,578 47,785 SH   SOLE   47,785 0 0
T-MOBILE US INC COM 872590104   1,864,948 8,449 SH   SOLE   8,449 0 0
UNILEVER PLC SPON ADR NEW 904767704   281,232 4,960 SH   SOLE   4,960 0 0
VIASAT INC COM 92552V100   759,662 89,267 SH   SOLE   89,267 0 0
VISTEON CORP COM NEW 92839U206   1,509,571 17,015 SH   SOLE   17,015 0 0
WNS HLDGS LTD COM SHS G98196101   265,337 5,599 SH   SOLE   5,599 0 0
XPEL INC COM 98379L100   676,464 16,937 SH   SOLE   16,937 0 0