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
ABBVIE INC COM COM 00287Y109 1,405,638 6,463 SH SOLE 6,463 0 0
AECOM COM COM 00766T100 2,391,076 28,190 SH SOLE 28,190 0 0
ALPHABET INC CAP STK CL C COM 02079K107 9,699,597 33,813 SH SOLE 33,813 0 0
AMAZON COM INC COM COM 023135106 614,397 2,950 SH SOLE 2,950 0 0
AMRIZE LTD SHS COM H2927K103 637,617 11,386 SH SOLE 11,386 0 0
ARCH CAP GROUP LTD ORD COM G0450A105 7,127,162 74,249 SH SOLE 74,249 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702 2,407,980 5,025 SH SOLE 5,025 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG COM 11285B108 4,047,107 101,602 SH SOLE 101,602 0 0
CHUBB LTD SWITZ COM COM H1467J104 490,350 1,500 SH SOLE 1,500 0 0
CITIGROUP INC COM NEW COM 172967424 466,115 4,110 SH SOLE 4,110 0 0
DELL TECHNOLOGIES INC CL C COM 24703L202 371,262 2,262 SH SOLE 2,262 0 0
DOLLAR GEN CORP COM COM 256677105 2,543,078 21,419 SH SOLE 21,419 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 506,914 11,068 SH SOLE 11,068 0 0
FEDEX CORP COM COM 31428X106 1,411,567 3,947 SH SOLE 3,947 0 0
FISERV INC COM COM 337738108 1,929,899 34,586 SH SOLE 34,586 0 0
FLEXTRONICS INTL LTD ORD COM Y2573F102 689,032 10,526 SH SOLE 10,526 0 0
FRESHWORKS INC CLASS A COM COM 358054104 920,832 114,674 SH SOLE 114,674 0 0
GOLAR LNG LTD SHS COM G9456A100 76,762,773 1,418,643 SH SOLE 1,418,643 0 0
GRAHAM HLDGS CO COM CL B COM 384637104 1,555,229 1,471 SH SOLE 1,471 0 0
HONEYWELL INTL INC COM COM 438516106 925,367 4,094 SH SOLE 4,094 0 0
HOST HOTELS & RESORTS INC COM COM 44107P104 553,890 28,610 SH SOLE 28,610 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,834,650 7,569 SH SOLE 7,569 0 0
IQVIA HLDGS INC COM COM 46266C105 3,548,426 20,807 SH SOLE 20,807 0 0
MADISON SQUARE GRDN SPRT CORP CL A COM 55825T103 7,333,705 22,818 SH SOLE 22,818 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 1,363,572 2,729 SH SOLE 2,729 0 0
NAVIGATOR HLDGS LTD SHS COM Y62132108 1,975,236 102,185 SH SOLE 102,185 0 0
OSHKOSH CORP COM COM 688239201 848,666 5,765 SH SOLE 5,765 0 0
PARK HOTELS & RESORTS INC COM COM 700517105 389,794 36,159 SH SOLE 36,159 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS COM 741623102 2,869,654 152,398 SH SOLE 152,398 0 0
QNITY ELECTRONICS INC COMMON STOCK COM 74743L100 638,282 5,532 SH SOLE 5,532 0 0
REMITLY GLOBAL INC COM COM 75960P104 1,312,989 83,790 SH SOLE 83,790 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 438,910 1,223 SH SOLE 1,223 0 0
SALESFORCE INC COM COM 79466L302 1,558,321 8,348 SH SOLE 8,348 0 0
SCHEIN HENRY INC COM COM 806407102 1,215,387 16,491 SH SOLE 16,491 0 0
SPDR S&P 500 ETF ETF 78462F103 925,434 1,423 SH SOLE 1,423 0 0
T-MOBILE US INC COM COM 872590104 1,769,293 8,424 SH SOLE 8,424 0 0
UBER TECHNOLOGIES INC COM COM 90353T100 2,208,179 30,699 SH SOLE 30,699 0 0
VIASAT INC COM COM 92552V100 3,932,022 85,852 SH SOLE 85,852 0 0
VISTEON CORP COM NEW COM 92839U206 1,476,529 16,206 SH SOLE 16,206 0 0
WALKER & DUNLOP INC COM COM 93148P102 1,346,223 30,334 SH SOLE 30,334 0 0