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 1,687,517 6,451 SH SOLE 6,451 0 0
AECOM COM COM 00766T100 1,656,790 28,105 SH SOLE 28,105 0 0
ALPHABET INC CAP STK CL C COM 02079K107 11,495,886 33,738 SH SOLE 33,738 0 0
AMAZON COM INC COM COM 023135106 733,996 2,946 SH SOLE 2,946 0 0
AMRIZE LTD SHS COM H2927K103 900,351 24,080 SH SOLE 24,080 0 0
ARCH CAP GROUP LTD ORD COM G0450A105 6,846,000 74,123 SH SOLE 74,123 0 0
BAXTER INTL INC COM COM 071813109 3,265,816 136,019 SH SOLE 136,019 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702 2,473,318 4,967 SH SOLE 4,967 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG COM 11285B108 3,703,423 131,234 SH SOLE 131,234 0 0
CHUBB LIMITED COM COM H1467J104 489,405 1,500 SH SOLE 1,500 0 0
DELL TECHNOLOGIES INC CL C COM 24703L202 1,216,843 2,262 SH SOLE 2,262 0 0
DOLLAR GEN CORP COM COM 256677105 2,557,457 21,387 SH SOLE 21,387 0 0
DUPONT DE NEMOURS INC COMMON STOCK COM 26614N201 478,125 3,681 SH SOLE 3,681 0 0
FEDEX CORP COM COM 31428X106 1,130,066 3,947 SH SOLE 3,947 0 0
FISERV INC COM COM 337738108 2,027,317 44,872 SH SOLE 44,872 0 0
FLEX LTD ORD COM Y2573F102 1,150,825 10,463 SH SOLE 10,463 0 0
FRESHWORKS INC CLASS A COM COM 358054104 792,238 61,942 SH SOLE 61,942 0 0
GOLAR LNG LTD SHS COM G9456A100 67,392,009 1,418,182 SH SOLE 1,418,182 0 0
GRAHAM HLDGS CO COM CL B COM 384637104 1,669,100 1,471 SH SOLE 1,471 0 0
HONEYWELL AEROSPACE INC COM COM 43849R105 316,449 2,042 SH SOLE 2,042 0 0
HONEYWELL INTL INC COM COM 438516205 430,739 2,042 SH SOLE 2,042 0 0
HOST HOTELS & RESORTS INC COM COM 44107P104 646,300 28,610 SH SOLE 28,610 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,664,650 7,569 SH SOLE 7,569 0 0
IQVIA HLDGS INC COM COM 46266C105 4,623,682 17,198 SH SOLE 17,198 0 0
LENNAR CORP CL A COM 526057104 1,905,616 23,356 SH SOLE 23,356 0 0
MADISON SQUARE GRDN SPRT CORP CL A COM 55825T103 6,830,625 16,857 SH SOLE 16,857 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 1,926,285 3,493 SH SOLE 3,493 0 0
OSHKOSH CORP COM COM 688239201 742,647 5,765 SH SOLE 5,765 0 0
PARK HOTELS & RESORTS INC COM COM 700517105 565,201 36,069 SH SOLE 36,069 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS COM 741623102 2,358,771 123,820 SH SOLE 123,820 0 0
QNITY ELECTRONICS INC COMMON STOCK COM 74743L100 694,462 5,523 SH SOLE 5,523 0 0
REMITLY GLOBAL INC COM COM 75960P104 1,249,820 58,567 SH SOLE 58,567 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 532,409 1,223 SH SOLE 1,223 0 0
SALESFORCE INC COM COM 79466L302 1,909,773 8,303 SH SOLE 8,303 0 0
SCHEIN HENRY INC COM COM 806407102 629,187 7,493 SH SOLE 7,493 0 0
STATE STREET SPDR S&P 500 ETF ETF 78462F103 1,085,222 1,423 SH SOLE 1,423 0 0
T-MOBILE US INC COM COM 872590104 1,363,675 8,362 SH SOLE 8,362 0 0
TEVA PHARMACEUTICAL INDS LTD SHS COM M8769Q102 1,760,576 44,459 SH SOLE 44,459 0 0
UBER TECHNOLOGIES INC COM COM 90353T100 2,843,096 41,499 SH SOLE 41,499 0 0
UNILEVER PLC SPON ADR NEW COM 904767803 250,025 4,117 SH SOLE 4,117 0 0
UNITY SOFTWARE INC COM COM 91332U101 2,392,236 58,447 SH SOLE 58,447 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676 384,279 631 SH SOLE 631 0 0
VIASAT INC COM COM 92552V100 3,246,559 46,129 SH SOLE 46,129 0 0
VISTEON CORP COM NEW COM 92839U206 989,886 11,420 SH SOLE 11,420 0 0
WALKER & DUNLOP INC COM COM 93148P102 1,062,955 30,275 SH SOLE 30,275 0 0