The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 00287Y109 | 1,092 | 11,126 | SH | SOLE | 11,126 | 0 | 0 | ||
AECOM | COM | 00766T100 | 1,285 | 34,205 | SH | SOLE | 34,205 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 3,776 | 2,671 | SH | SOLE | 2,671 | 0 | 0 | ||
AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 1,806 | 23,872 | SH | SOLE | 23,872 | 0 | 0 | ||
ARCH CAP GROUP LTD | ORD | g0450a105 | 3,528 | 123,147 | SH | SOLE | 123,147 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,132 | 6,342 | SH | SOLE | 6,342 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 1,834 | 1,152 | SH | SOLE | 1,152 | 0 | 0 | ||
CENTURY CMNTYS INC | COM | 156504300 | 1,716 | 55,959 | SH | SOLE | 55,959 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,230 | 4,373 | SH | SOLE | 4,373 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 1,783 | 15,990 | SH | SOLE | 15,990 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 866 | 52,460 | SH | SOLE | 52,460 | 0 | 0 | ||
GOLAR LNG LTD | SHS | g9456a100 | 8,900 | 1,229,324 | SH | SOLE | 1,229,324 | 0 | 0 | ||
GOLAR LNG PARTNERS LP | COM UNIT LPI | Y2745C102 | 285 | 110,622 | SH | SOLE | 110,622 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412c101 | 2,541 | 26,183 | SH | SOLE | 26,183 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266c105 | 2,058 | 14,503 | SH | SOLE | 14,503 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 1,134 | 6,825 | SH | SOLE | 6,825 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 582 | 9,440 | SH | SOLE | 9,440 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,455 | 114,119 | SH | SOLE | 114,119 | 0 | 0 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 244 | 1,660 | SH | SOLE | 1,660 | 0 | 0 | ||
NAVIGATOR HOLDINGS LTD | SHS | Y62132108 | 7,913 | 1,230,653 | SH | SOLE | 1,230,653 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 1,475 | 37,590 | SH | SOLE | 37,590 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 260 | 1,223 | SH | SOLE | 1,223 | 0 | 0 | ||
VIASAT INC | COM | 92552V100 | 3,008 | 78,389 | SH | SOLE | 78,389 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 2,071 | 30,233 | SH | SOLE | 30,233 | 0 | 0 | ||
WATFORD HOLDINGS LTD | SHS | G94787101 | 544 | 32,580 | SH | SOLE | 32,580 | 0 | 0 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 270 | 4,910 | SH | SOLE | 4,910 | 0 | 0 | ||
XPO LOGISTICS INC | COM | 983793100 | 1,859 | 24,060 | SH | SOLE | 24,060 | 0 | 0 |