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
ALPHABET INC CAP STK CL C 02079K107 1,948,400 8,000 SH SOLE 0 0 0
ALPHABET INC CAP STK CL A 02079K305 4,618,900 19,000 SH SOLE 0 0 0
AMAZON COM INC COM 023135106 1,756,560 8,000 SH SOLE 0 0 0
AMERICAN EXPRESS CO COM 025816109 10,629,120 32,000 SH SOLE 0 0 0
AMRIZE LTD SHS H2927K103 485,300 10,000 SH SOLE 0 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 131,400 10,000 SH SOLE 0 0 0
CAPITAL ONE FINL CORP COM 14040H105 13,617,024 64,056 SH SOLE 0 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 2,457,000 210,000 SH SOLE 0 0 0
ETFS GOLD TR PHYSCL GOLD SHS 00326A104 404,910 11,000 SH SOLE 0 0 0
FRP HLDGS INC COM 30292L107 1,938,618 79,582 SH SOLE 0 0 0
GCI LIBERTY INC COM SER C 36164V800 283,811 7,615 SH SOLE 0 0 0
GITLAB INC CLASS A COM 37637K108 943,615 20,932 SH SOLE 0 0 0
GOGO INC COM 38046C109 27,736,930 3,228,979 SH SOLE 0 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 1,997,710 143,000 SH SOLE 0 0 0
KKR & CO INC COM 48251W104 2,222,145 17,100 SH SOLE 0 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 2,419,285 38,075 SH SOLE 0 0 0
LIQUIDIA CORPORATION COM NEW 53635D202 4,548,000 200,000 SH SOLE 0 0 0
METALLA ROYALTY & STREAMING COM NEW 59124U605 228,600 36,000 SH SOLE 0 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 15,144,480 312,000 SH SOLE 0 0 0
NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES G63755105 3,056,790 194,700 SH SOLE 0 0 0
OPEN LENDING CORP COM 68373J104 10,657,275 5,050,841 SH SOLE 0 0 0
OPPFI INC COM CL A 68386H103 5,665,000 500,000 SH SOLE 0 0 0
REMITLY GLOBAL INC COM 75960P104 16,554,019 1,015,584 SH SOLE 0 0 0
S&P GLOBAL INC COM 78409V104 365,033 750 SH SOLE 0 0 0
SPROUT SOCIAL INC COM CL A 85209W109 2,454,800 190,000 SH SOLE 0 0 0
THRYV HLDGS INC COM NEW 886029206 3,011,442 249,705 SH SOLE 0 0 0
TRIPLE FLAG PRECIOUS METAL COM 89679M104 436,354 14,913 SH SOLE 0 0 0
WESTERN UN CO COM 959802109 79,900 10,000 SH SOLE 0 0 0
WIDEOPENWEST INC COM 96758W101 20,005,970 3,877,126 SH SOLE 0 0 0