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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFILIATED MANAGERS GROUP IN COM 008252108 15,540,927 92,489 SH SOLE 92,489 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 63,926,005 380,444 SH DFND 1 380,444 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 1,148,989 6,838 SH DFND 3 6,838 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 22,188,921 1,009,046 SH SOLE 1,009,046 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 89,260,247 4,059,129 SH DFND 1 4,059,129 0 0
ALPHABET INC CAP STK CL C 02079K107 1,019,713 6,527 SH DFND 3 6,527 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 41,050 1,026 SH SOLE 1,026 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 34,008,140 849,991 SH DFND 1 849,991 0 0
BIO RAD LABS INC CL A 090572207 15,662,856 64,308 SH SOLE 64,308 0 0
BIO RAD LABS INC CL A 090572207 62,478,255 256,521 SH DFND 1 256,521 0 0
BIO RAD LABS INC CL A 090572207 724,835 2,976 SH DFND 3 2,976 0 0
BOSTON BEER INC CL A 100557107 26,989 113 SH SOLE 113 0 0
BOSTON BEER INC CL A 100557107 25,365,763 106,204 SH DFND 1 106,204 0 0
CARDINAL HEALTH INC COM 14149Y108 2,422,135 17,581 SH DFND 3 17,581 0 0
CNH INDL N V SHS N20944109 6,806,705 554,292 SH SOLE 554,292 0 0
CNH INDL N V SHS N20944109 40,628,061 3,308,474 SH DFND 1 3,308,474 0 0
CNX RES CORP COM 12653C108 22,795,991 724,142 SH SOLE 724,142 0 0
CNX RES CORP COM 12653C108 127,872,894 4,062,036 SH DFND 1 4,062,036 0 0
DOLE PLC ORD SHS G27907107 52,078 3,604 SH SOLE 3,604 0 0
DOLE PLC ORD SHS G27907107 33,950,463 2,349,513 SH DFND 1 2,349,513 0 0
EMPIRE ST RLTY TR INC CL A 292104106 18,400 2,353 SH SOLE 2,353 0 0
EMPIRE ST RLTY TR INC CL A 292104106 12,157,480 1,554,665 SH DFND 1 1,554,665 0 0
ENOVIS CORPORATION COM 194014502 1,397,837 36,583 SH DFND 3 36,583 0 0
FEDEX CORP COM 31428X106 17,957,567 73,663 SH SOLE 73,663 0 0
FEDEX CORP COM 31428X106 75,466,974 309,570 SH DFND 1 309,570 0 0
FEDEX CORP COM 31428X106 1,336,157 5,481 SH DFND 3 5,481 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 16,396,292 219,554 SH SOLE 219,554 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 78,933,997 1,056,963 SH DFND 1 1,056,963 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,580,677 21,166 SH DFND 3 21,166 0 0
GRAHAM HLDGS CO COM CL B 384637104 9,103,187 9,474 SH SOLE 9,474 0 0
GRAHAM HLDGS CO COM CL B 384637104 42,462,325 44,192 SH DFND 1 44,192 0 0
GRAHAM HLDGS CO COM CL B 384637104 1,432,642 1,491 SH DFND 3 1,491 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 11,728,136 316,891 SH SOLE 93,900 0 222,991
H WORLD GROUP LTD SPONSORED ADS 44332N106 21,761,917 588,001 SH DFND 1 588,001 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,117,498 46,922 SH SOLE 46,922 0 0
HENRY SCHEIN INC COM 806407102 1,068,444 15,600 SH DFND 3 15,600 0 0
HF SINCLAIR CORP COM 403949100 17,252,795 524,720 SH SOLE 524,720 0 0
HF SINCLAIR CORP COM 403949100 70,493,339 2,143,958 SH DFND 1 2,143,958 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 24,520 331 SH SOLE 331 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 16,080,101 217,064 SH DFND 1 217,064 0 0
HYATT HOTELS CORP COM CL A 448579102 3,937,640 32,144 SH SOLE 32,144 0 0
HYATT HOTELS CORP COM CL A 448579102 42,795,007 349,347 SH DFND 1 349,347 0 0
HYATT HOTELS CORP COM CL A 448579102 1,164,730 9,508 SH DFND 3 9,508 0 0
IAC INC COM NEW 44891N208 23,033,168 501,375 SH SOLE 501,375 0 0
IAC INC COM NEW 44891N208 89,772,135 1,954,117 SH DFND 1 1,954,117 0 0
KRAFT HEINZ CO COM 500754106 14,175,236 465,831 SH SOLE 465,831 0 0
KRAFT HEINZ CO COM 500754106 60,742,844 1,996,150 SH DFND 1 1,996,150 0 0
LAZARD INC COM 52110M109 989,968 22,863 SH DFND 3 22,863 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,839,350 14,086 SH DFND 3 14,086 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 784,332 4,028 SH DFND 3 4,028 0 0
MATTEL INC COM 577081102 16,619,120 855,333 SH SOLE 855,333 0 0
MATTEL INC COM 577081102 115,613,959 5,950,281 SH DFND 1 5,950,281 0 0
MATTEL INC COM 577081102 647,407 33,320 SH DFND 3 33,320 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 12,585,761 2,388,190 SH SOLE 645,642 0 1,742,548
MELCO RESORTS AND ENTMNT LTD ADR 585464100 14,087,211 2,673,095 SH DFND 1 2,673,095 0 0
MGM RESORTS INTERNATIONAL COM 552953101 10,380,755 350,228 SH SOLE 350,228 0 0
MGM RESORTS INTERNATIONAL COM 552953101 46,287,662 1,561,662 SH DFND 1 1,561,662 0 0
MGM RESORTS INTERNATIONAL COM 552953101 506,044 17,073 SH DFND 3 17,073 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 11,035,867 364,581 SH SOLE 364,581 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 50,048,176 1,653,392 SH DFND 1 1,653,392 0 0
OSCAR HEALTH INC CL A 687793109 42,830 3,267 SH SOLE 3,267 0 0
OSCAR HEALTH INC CL A 687793109 27,446,021 2,093,518 SH DFND 1 2,093,518 0 0
PARK HOTELS & RESORTS INC COM 700517105 27,629 2,587 SH SOLE 2,587 0 0
PARK HOTELS & RESORTS INC COM 700517105 24,653,616 2,308,391 SH DFND 1 2,308,391 0 0
PAYPAL HLDGS INC COM 70450Y103 4,944,971 75,785 SH SOLE 75,785 0 0
PAYPAL HLDGS INC COM 70450Y103 30,521,536 467,763 SH DFND 1 467,763 0 0
PAYPAL HLDGS INC COM 70450Y103 1,797,311 27,545 SH DFND 3 27,545 0 0
POTLATCHDELTIC CORPORATION COM 737630103 463,021 10,262 SH SOLE 10,262 0 0
POTLATCHDELTIC CORPORATION COM 737630103 36,551,396 810,093 SH DFND 1 810,093 0 0
PVH CORPORATION COM 693656100 5,618,315 86,917 SH SOLE 86,917 0 0
PVH CORPORATION COM 693656100 33,533,228 518,769 SH DFND 1 518,769 0 0
REGENERON PHARMACEUTICALS COM 75886F107 14,261,931 22,487 SH SOLE 22,487 0 0
REGENERON PHARMACEUTICALS COM 75886F107 58,598,413 92,393 SH DFND 1 92,393 0 0
RXO INC COMMON STOCK 74982T103 1,030,980 53,978 SH DFND 3 53,978 0 0
SHARKNINJA INC COM SHS G8068L108 45,492,065 545,403 SH SOLE 110,643 0 434,760
SHENANDOAH TELECOMMUNICATION COM 82312B106 17,309 1,377 SH SOLE 1,377 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 11,419,103 908,441 SH DFND 1 908,441 0 0
TRIPADVISOR INC COM 896945201 38,372 2,708 SH SOLE 2,708 0 0
TRIPADVISOR INC COM 896945201 24,450,973 1,725,545 SH DFND 1 1,725,545 0 0
WESTROCK COFFEE CO COM 96145W103 42,901 5,942 SH SOLE 5,942 0 0
WESTROCK COFFEE CO COM 96145W103 34,423,104 4,767,743 SH DFND 1 4,767,743 0 0
WESTROCK COFFEE CO COM 96145W103 767,067 106,242 SH DFND 3 106,242 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 1,532,944 796 SH SOLE 796 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 34,063,727 17,688 SH DFND 1 17,688 0 0
XPO INC COM 983793100 1,719,128 15,980 SH DFND 3 15,980 0 0